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 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

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

Kestra Advisory Services's SCHK Position: Q1 2026 in Review

Kestra Advisory Services increased its Schwab 1000 Index ETF (SCHK) stake by 0.01% in Q1 2026, buying an estimated $33 and bringing the position to 9,701 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #2612.

Kestra Advisory Services first reported a position in SCHK in Q1 2025 and has held it in 5 quarters since. The position peaked at $318K in Q4 2025. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

Kestra Advisory Services held 9,701 shares of Schwab 1000 Index ETF worth $304K as of Q1 2026.
Kestra Advisory Services bought 1 Schwab 1000 Index ETF share in Q1 2026, an estimated $33.
Schwab 1000 Index ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2612 holding.
Kestra Advisory Services first reported a position in Schwab 1000 Index ETF in Q1 2025 and has held it in 5 quarters since.
Kestra Advisory Services's Schwab 1000 Index ETF position peaked at $318K in Q4 2025.
235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.