JIC
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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
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 $49.2B AUM 14.31% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return