Kestra Advisory Services’s Schwab 1000 Index ETF SCHK Stock Holding History

Kestra Advisory Services’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 Q3	$356K	Buy	9,703 +1	+0%	+$37	﹤0.01%	2809
2026 Q2	$350K	Buy	9,702 +1	+0%	+$35	﹤0.01%	2620
2026 Q1	$304K	Buy	9,701 +1	+0%	+$33	﹤0.01%	2612
2025 Q4	$318K	Sell	9,700 -42	-0.4%	-$1.37K	﹤0.01%	2493
2025 Q3	$313K	Buy	9,742 +400	+4%	+$12.4K	﹤0.01%	2412
2025 Q2	$279K	Hold	9,342	–	–	﹤0.01%	2408
2025 Q1	$251K	Buy	+9,342	New	+$265K	﹤0.01%	2305

Other funds holding SCHK

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

FreeGulliver LLC New Orleans, Louisiana $220M AUM 15.51% 1-Year Est. Return

LWM

Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors Dayton, Ohio $145M AUM 13.5% 1-Year Est. Return

Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $902M AUM 8.72% 1-Year Est. Return

Kestra Advisory Services's SCHK Position: Q3 2026 in Review

Kestra Advisory Services increased its Schwab 1000 Index ETF (SCHK) stake by 0.01% in Q3 2026, buying an estimated $37 and bringing the position to 9,703 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #2809.

Kestra Advisory Services first reported a position in SCHK in Q1 2025 and has held it in 7 quarters since. 180 funds tracked by Wall St. Rank hold SCHK as of Q3 2026.

Kestra Advisory Services held 9,703 shares of Schwab 1000 Index ETF worth $356K as of Q3 2026.
Kestra Advisory Services bought 1 Schwab 1000 Index ETF share in Q3 2026, an estimated $37.
Schwab 1000 Index ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2809 holding.
Kestra Advisory Services first reported a position in Schwab 1000 Index ETF in Q1 2025 and has held it in 7 quarters since.
180 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.