KCM Investment Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

KCM Investment Advisors’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	$304K	Hold	9,712	–	–	0.01%	341
2025 Q4	$319K	Hold	9,712	–	–	0.01%	319
2025 Q3	$312K	Hold	9,712	–	–	0.01%	320
2025 Q2	$290K	Hold	9,712	–	–	0.01%	322
2025 Q1	$261K	Hold	9,712	–	–	0.01%	329
2024 Q4	$275K	Hold	9,712	–	–	0.01%	321
2024 Q3	$268K	Hold	9,712	–	–	0.01%	332
2024 Q2	$254K	Hold	9,712	–	–	0.01%	335
2024 Q1	$246K	Hold	9,712	–	–	0.01%	346
2023 Q4	$224K	Hold	9,712	–	–	0.01%	347
2023 Q3	$201K	Hold	9,712	–	–	0.01%	361
2023 Q2	$208K	Buy	+9,712	New	+$196K	0.01%	374
2022 Q2	–	Sell	-10,836	Closed	-$239K	–	413
2022 Q1	$239K	Buy	10,836 +1,124	+12%	+$24.4K	0.01%	379
2021 Q4	$226K	Hold	9,712	–	–	0.01%	387
2021 Q3	$207K	Buy	9,712 +112	+1%	+$2.45K	0.01%	379
2021 Q2	$205K	Buy	+9,600	New	+$199K	0.01%	376

Other funds holding SCHK

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 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 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

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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

KCM Investment Advisors's SCHK Position: Q1 2026 in Review

KCM Investment Advisors held its Schwab 1000 Index ETF (SCHK) position steady in Q1 2026 at 9,712 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #341.

KCM Investment Advisors first reported a position in SCHK in Q2 2021 and has held it in 16 quarters since. The position peaked at $319K in Q4 2025. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

KCM Investment Advisors held 9,712 shares of Schwab 1000 Index ETF worth $304K as of Q1 2026.
KCM Investment Advisors left its Schwab 1000 Index ETF share count unchanged in Q1 2026.
Schwab 1000 Index ETF made up 0.01% of KCM Investment Advisors's portfolio in Q1 2026, its #341 holding.
KCM Investment Advisors first reported a position in Schwab 1000 Index ETF in Q2 2021 and has held it in 16 quarters since.
KCM Investment Advisors's Schwab 1000 Index ETF position peaked at $319K in Q4 2025.
235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.