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Johnson Investment Counsel’s Schwab 1000 Index ETF SCHK Stock Holding History

Johnson Investment Counsel’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.05M Sell
29,021
-266
-0.9% -$9.29K 0.01% 459
2026
Q1 		$918K Sell
29,287
-340
-1% -$11.1K 0.01% 453
2025
Q4 		$972K Sell
29,627
-41
-0.1% -$1.33K 0.01% 414
2025
Q3 		$953K Buy
29,668
+45
+0.2% +$1.39K 0.01% 439
2025
Q2 		$883K Sell
29,623
-467
-2% -$12.9K 0.01% 425
2025
Q1 		$810K Buy
30,090
+4,368
+17% +$124K 0.01% 433
2024
Q4 		$728K Buy
25,722
+1,732
+7% +$49.3K 0.01% 455
2024
Q3 		$663K Sell
23,990
-292
-1% -$7.77K 0.01% 463
2024
Q2 		$635K Buy
24,282
+1,546
+7% +$39.1K 0.01% 449
2024
Q1 		$576K Buy
22,736
+1,530
+7% +$36.8K 0.01% 472
2023
Q4 		$488K Buy
21,206
+122
+0.6% +$2.62K 0.01% 485
2023
Q3 		$435K Buy
21,084
+1,582
+8% +$34K 0.01% 487
2023
Q2 		$417K Buy
+19,502
New +$395K 0.01% 509

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $313M AUM 19.55% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Johnson Investment Counsel's SCHK Position: Q2 2026 in Review

Johnson Investment Counsel reduced its Schwab 1000 Index ETF (SCHK) stake by 0.91% in Q2 2026, selling an estimated $9.29K and leaving 29,021 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #459.

Johnson Investment Counsel first reported a position in SCHK in Q2 2023 and has held it in 13 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Johnson Investment Counsel held 29,021 shares of Schwab 1000 Index ETF worth $1.05M as of Q2 2026.
  • Johnson Investment Counsel sold 266 Schwab 1000 Index ETF shares in Q2 2026, an estimated $9.29K.
  • Schwab 1000 Index ETF made up 0.01% of Johnson Investment Counsel's portfolio in Q2 2026, its #459 holding.
  • Johnson Investment Counsel first reported a position in Schwab 1000 Index ETF in Q2 2023 and has held it in 13 quarters since.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.