Kaizen Financial Strategies’s Schwab 1000 Index ETF SCHK Stock Holding History

Kaizen Financial Strategies’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	$856K	Buy	23,760 +1,422	+6%	+$49.7K	0.28%	60
2026 Q1	$755K	Buy	22,338 +1,335	+6%	+$43.7K	0.32%	59
2025 Q4	$689K	Hold	21,003	–	–	0.3%	56
2025 Q3	$678K	Buy	21,003 +4,441	+27%	+$137K	0.31%	60
2025 Q2	$494K	Hold	16,562	–	–	0.25%	73
2025 Q1	$446K	Sell	16,562 -5,821	-26%	-$165K	0.26%	73
2024 Q4	$634K	Sell	22,383 -3,187	-12%	-$90.7K	0.36%	48
2024 Q3	$707K	Buy	25,570 +330	+1%	+$8.78K	0.41%	44
2024 Q2	$660K	Buy	25,240 +30	+0.1%	+$758	0.41%	42
2024 Q1	$639K	Buy	25,210 +4,276	+20%	+$103K	0.43%	42
2023 Q4	$482K	Sell	20,934 -22,122	-51%	-$475K	0.37%	50
2023 Q3	$889K	Sell	43,056 -1,650	-4%	-$35.4K	0.75%	29
2023 Q2	$964K	Buy	44,706 +4,102	+10%	+$83K	0.82%	26
2023 Q1	$803K	Sell	40,604 -90,772	-69%	-$1.75M	0.79%	28
2022 Q4	$2.53M	Buy	131,376 +3,180	+2%	+$59.1K	2.5%	8
2022 Q3	$2.22M	Buy	128,196 +5,002	+4%	+$96.2K	2.25%	11
2022 Q2	$2.25M	Sell	123,194 -2,662	-2%	-$52.9K	2.22%	9
2022 Q1	$2.77M	Buy	125,856 +44,452	+55%	+$965K	2.17%	8
2021 Q4	$1.9M	Buy	81,404 +10,120	+14%	+$230K	1.42%	18
2021 Q3	$1.52M	Buy	+71,284	New	+$1.56M	1.22%	20
2021 Q1	$989K	Buy	50,192 +7,222	+17%	+$139K	0.94%	35
2020 Q4	$803K	Buy	+42,970	New	+$757K	0.89%	29

Other funds holding SCHK

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Kaizen Financial Strategies's SCHK Position: Q2 2026 in Review

Kaizen Financial Strategies increased its Schwab 1000 Index ETF (SCHK) stake by 6.4% in Q2 2026, buying an estimated $49.7K and bringing the position to 23,760 shares worth $856K. The position accounts for 0.28% of the portfolio, ranked #60.

Kaizen Financial Strategies first reported a position in SCHK in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.77M in Q1 2022. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

Kaizen Financial Strategies held 23,760 shares of Schwab 1000 Index ETF worth $856K as of Q2 2026.
Kaizen Financial Strategies bought 1,422 Schwab 1000 Index ETF shares in Q2 2026, an estimated $49.7K.
Schwab 1000 Index ETF made up 0.28% of Kaizen Financial Strategies's portfolio in Q2 2026, its #60 holding.
Kaizen Financial Strategies first reported a position in Schwab 1000 Index ETF in Q4 2020 and has held it in 22 quarters since.
Kaizen Financial Strategies's Schwab 1000 Index ETF position peaked at $2.77M in Q1 2022.
268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.