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Kingswood Wealth Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Kingswood Wealth 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
Q2 		$303K Sell
8,395
-672
-7% -$23.5K 0.01% 770
2026
Q1 		$284K Sell
9,067
-951
-9% -$31.2K 0.01% 733
2025
Q4 		$329K Buy
10,018
+557
+6% +$18.1K 0.02% 649
2025
Q3 		$304K Buy
+9,461
New +$293K 0.02% 624
2024
Q4 		– Sell
-11,200
Closed -$310K – 887
2024
Q3 		$310K Sell
11,200
-16,836
-60% -$448K 0.02% 565
2024
Q2 		$734K Buy
+28,036
New +$708K 0.07% 300

Other funds holding SCHK

Financial Engines Advisors
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Creative Planning
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
WA
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Kingswood Wealth Advisors's SCHK Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Schwab 1000 Index ETF (SCHK) stake by 7.4% in Q2 2026, selling an estimated $23.5K and leaving 8,395 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #770.

Kingswood Wealth Advisors first reported a position in SCHK in Q2 2024 and has held it in 6 quarters since. The position peaked at $734K in Q2 2024. 267 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Kingswood Wealth Advisors held 8,395 shares of Schwab 1000 Index ETF worth $303K as of Q2 2026.
  • Kingswood Wealth Advisors sold 672 Schwab 1000 Index ETF shares in Q2 2026, an estimated $23.5K.
  • Schwab 1000 Index ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #770 holding.
  • Kingswood Wealth Advisors first reported a position in Schwab 1000 Index ETF in Q2 2024 and has held it in 6 quarters since.
  • Kingswood Wealth Advisors's Schwab 1000 Index ETF position peaked at $734K in Q2 2024.
  • 267 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.