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Larson Financial Group’s Schwab 1000 Index ETF SCHK Stock Holding History

Larson Financial Group’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
2025
Q4 		– Sell
-250
Closed -$8.03K – 3632
2025
Q3 		$8.03K Sell
250
-750
-75% -$23.2K ﹤0.01% 2125
2025
Q2 		$29.8K Buy
+1,000
New +$27.6K ﹤0.01% 1294

Other funds holding SCHK

Financial Engines Advisors
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
WIM
Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WA
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return

Larson Financial Group's SCHK Position: Q4 2025 in Review

Larson Financial Group sold out of Schwab 1000 Index ETF (SCHK) in Q4 2025, closing a stake of 250 shares — an estimated $8.03K sold.

Larson Financial Group first reported a position in SCHK in Q2 2025 and held it in 2 quarters. The position peaked at $29.8K in Q2 2025. 234 funds tracked by Wall St. Rank hold SCHK as of Q4 2025.

  • Larson Financial Group reported no remaining Schwab 1000 Index ETF position as of Q4 2025 after selling out during the quarter.
  • Larson Financial Group sold 250 Schwab 1000 Index ETF shares in Q4 2025, an estimated $8.03K.
  • Larson Financial Group first reported a position in Schwab 1000 Index ETF in Q2 2025 and held it in 2 quarters.
  • Larson Financial Group's Schwab 1000 Index ETF position peaked at $29.8K in Q2 2025.
  • 234 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q4 2025.

Based on Larson Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.