Kiley Juergens Wealth Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Kiley Juergens Wealth Management’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	$329K	Buy	9,120 +38	+0.4%	+$1.33K	0.05%	187
2026 Q1	$285K	Buy	+9,082	New	+$297K	0.05%	192
2018 Q4	–	Sell	-218	Closed	-$3K	–	528
2018 Q3	$3K	Buy	218 +200	+1,111%	+$2.81K	﹤0.01%	560
2018 Q2	$0	Buy	+18	New	+$240	﹤0.01%	677

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

Kiley Juergens Wealth Management's SCHK Position: Q2 2026 in Review

Kiley Juergens Wealth Management increased its Schwab 1000 Index ETF (SCHK) stake by 0.42% in Q2 2026, buying an estimated $1.33K and bringing the position to 9,120 shares worth $329K. The position accounts for 0.05% of the portfolio, ranked #187.

Kiley Juergens Wealth Management first reported a position in SCHK in Q2 2018 and has held it in 4 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

Kiley Juergens Wealth Management held 9,120 shares of Schwab 1000 Index ETF worth $329K as of Q2 2026.
Kiley Juergens Wealth Management bought 38 Schwab 1000 Index ETF shares in Q2 2026, an estimated $1.33K.
Schwab 1000 Index ETF made up 0.05% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #187 holding.
Kiley Juergens Wealth Management first reported a position in Schwab 1000 Index ETF in Q2 2018 and has held it in 4 quarters since.
268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.