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Legacy Wealth Management (Tennessee)’s Schwab 1000 Index ETF SCHK Stock Holding History

Legacy Wealth Management (Tennessee)’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 		$211M Sell
5,848,312
-152,229
-3% -$5.32M 11.03% 4
2026
Q1 		$188M Sell
6,000,541
-117,027
-2% -$3.83M 10.96% 3
2025
Q4 		$201M Sell
6,117,568
-244,067
-4% -$7.94M 11.56% 3
2025
Q3 		$204M Sell
6,361,635
-288,693
-4% -$8.94M 12.03% 3
2025
Q2 		$198M Sell
6,650,328
-243,200
-4% -$6.7M 12.33% 3
2025
Q1 		$186M Sell
6,893,528
-77,146
-1% -$2.19M 12.37% 3
2024
Q4 		$197M Sell
6,970,674
-214,944
-3% -$6.12M 12.67% 3
2024
Q3 		$199M Sell
7,185,618
-107,578
-1% -$2.86M 12.87% 3
2024
Q2 		$191M Sell
7,293,196
-73,628
-1% -$1.86M 13.81% 3
2024
Q1 		$187M Sell
7,366,824
-9,861,096
-57% -$237M 13.76% 3
2023
Q4 		$397M Buy
17,227,920
+1,670
+0% +$35.9K 31.42% 1
2023
Q3 		$356M Sell
17,226,250
-98,098
-0.6% -$2.11M 31.09% 1
2023
Q2 		$371M Sell
17,324,348
-46,636
-0.3% -$944K 31.37% 1
2023
Q1 		$344M Buy
17,370,984
+655,232
+4% +$12.7M 30.71% 1
2022
Q4 		$309M Sell
16,715,752
-1,365,524
-8% -$25.4M 29.52% 1
2022
Q3 		$313M Buy
18,081,276
+8,059,508
+80% +$155M 32.5% 1
2022
Q2 		$183M Buy
10,021,768
+410,062
+4% +$8.14M 22.34% 1
2022
Q1 		$212M Sell
9,611,706
-250,536
-3% -$5.44M 25.25% 2
2021
Q4 		$230M Buy
9,862,242
+282,084
+3% +$6.4M 26.34% 2
2021
Q3 		$204M Buy
9,580,158
+119,358
+1% +$2.61M 25.61% 2
2021
Q2 		$202M Buy
9,460,800
+24,708
+0.3% +$513K 25.31% 2
2021
Q1 		$186M Sell
9,436,092
-1,228,202
-12% -$23.7M 24.83% 2
2020
Q4 		$199M Buy
10,664,294
+52,632
+0.5% +$927K 26.47% 2
2020
Q3 		$175M Sell
10,611,662
-66,808
-0.6% -$1.09M 26.74% 2
2020
Q2 		$162M Sell
10,678,470
-2,526,064
-19% -$36.2M 26.46% 2
2020
Q1 		$166M Buy
13,204,534
+1,510,234
+13% +$22.6M 30.06% 1
2019
Q4 		$185M Buy
11,694,300
+137,618
+1% +$2.08M 28% 2
2019
Q3 		$168M Buy
11,556,682
+280,520
+2% +$4.08M 27.58% 2
2019
Q2 		$163M Buy
11,276,162
+1,060,818
+10% +$15M 29.35% 2
2019
Q1 		$142M Buy
10,215,344
+2,777,136
+37% +$37.2M 27.68% 2
2018
Q4 		$91.2M Buy
7,438,208
+391,848
+6% +$5.18M 20.06% 2
2018
Q3 		$101M Buy
7,046,360
+2,141,176
+44% +$30.1M 20.21% 2
2018
Q2 		$65.7M Buy
4,905,184
+992,076
+25% +$13.2M 15.43% 2
2018
Q1 		$50.9M Buy
3,913,108
+3,677,868
+1,563% +$49.4M 12.48% 3
2017
Q4 		$3.09M Buy
+235,240
New +$3.02M 0.74% 6

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
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
FL
FreeGulliver LLC New Orleans, Louisiana $284M AUM 24.22% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s SCHK Position: Q2 2026 in Review

Legacy Wealth Management (Tennessee) reduced its Schwab 1000 Index ETF (SCHK) stake by 2.5% in Q2 2026, selling an estimated $5.32M and leaving 5,848,312 shares worth $211M. The position accounts for 11.03% of the portfolio, ranked #4.

Legacy Wealth Management (Tennessee) first reported a position in SCHK in Q4 2017 and has held it in 35 quarters since. The position peaked at $397M in Q4 2023. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Legacy Wealth Management (Tennessee) held 5,848,312 shares of Schwab 1000 Index ETF worth $211M as of Q2 2026.
  • Legacy Wealth Management (Tennessee) sold 152,229 Schwab 1000 Index ETF shares in Q2 2026, an estimated $5.32M.
  • Schwab 1000 Index ETF made up 11.03% of Legacy Wealth Management (Tennessee)'s portfolio in Q2 2026, its #4 holding.
  • Legacy Wealth Management (Tennessee) first reported a position in Schwab 1000 Index ETF in Q4 2017 and has held it in 35 quarters since.
  • Legacy Wealth Management (Tennessee)'s Schwab 1000 Index ETF position peaked at $397M in Q4 2023.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q2 2026, filed 9 Jul 2026.