LPL Financial
SCHK icon

LPL Financial’s Schwab 1000 Index ETF SCHK Stock Holding History

LPL Financial’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
Q3 		$9.9M Buy
269,005
+21,396
+9% +$784K ﹤0.01% 2206
2026
Q2 		$8.93M Buy
247,609
+1,302
+0.5% +$45.5K ﹤0.01% 2257
2026
Q1 		$7.72M Buy
246,307
+10,192
+4% +$334K ﹤0.01% 2230
2025
Q4 		$7.74M Buy
236,115
+25,697
+12% +$836K ﹤0.01% 2153
2025
Q3 		$6.76M Buy
210,418
+57,135
+37% +$1.77M ﹤0.01% 2221
2025
Q2 		$4.57M Buy
153,283
+24,729
+19% +$682K ﹤0.01% 2383
2025
Q1 		$3.46M Buy
128,554
+25,729
+25% +$731K ﹤0.01% 2444
2024
Q4 		$2.91M Buy
102,825
+4,971
+5% +$141K ﹤0.01% 2514
2024
Q3 		$2.71M Buy
97,854
+35,046
+56% +$933K ﹤0.01% 2447
2024
Q2 		$1.64M Buy
62,808
+13,264
+27% +$335K ﹤0.01% 2788
2024
Q1 		$1.26M Buy
49,544
+4,822
+11% +$116K ﹤0.01% 2987
2023
Q4 		$1.03M Sell
44,722
-2,756
-6% -$59.2K ﹤0.01% 3021
2023
Q3 		$980K Buy
47,478
+13,828
+41% +$297K ﹤0.01% 2910
2023
Q2 		$720K Buy
33,650
+2,742
+9% +$55.5K ﹤0.01% 3141
2023
Q1 		$611K Buy
30,908
+58
+0.2% +$1.12K ﹤0.01% 3162
2022
Q4 		$570K Buy
30,850
+2,772
+10% +$51.5K ﹤0.01% 3134
2022
Q3 		$486K Buy
28,078
+4,978
+22% +$95.8K ﹤0.01% 3183
2022
Q2 		$421K Sell
23,100
-8
-0% -$159 ﹤0.01% 3349
2022
Q1 		$509K Buy
23,108
+1,904
+9% +$41.3K ﹤0.01% 3189
2021
Q4 		$494K Sell
21,204
-1,122
-5% -$25.4K ﹤0.01% 3290
2021
Q3 		$476K Buy
22,326
+1,622
+8% +$35.5K ﹤0.01% 3269
2021
Q2 		$442K Buy
20,704
+814
+4% +$16.9K ﹤0.01% 3271
2021
Q1 		$392K Buy
19,890
+384
+2% +$7.41K ﹤0.01% 3240
2020
Q4 		$365K Sell
19,506
-1,340
-6% -$23.6K ﹤0.01% 3046
2020
Q3 		$344K Sell
20,846
-1,594
-7% -$26K ﹤0.01% 2802
2020
Q2 		$341K Buy
22,440
+810
+4% +$11.6K ﹤0.01% 2735
2020
Q1 		$271K Sell
21,630
-32,480
-60% -$486K ﹤0.01% 2576
2019
Q4 		$854K Buy
54,110
+38,194
+240% +$578K ﹤0.01% 1954
2019
Q3 		$232K Sell
15,916
-13,406
-46% -$195K ﹤0.01% 2881
2019
Q2 		$423K Sell
29,322
-6,724
-19% -$95.4K ﹤0.01% 2401
2019
Q1 		$502K Buy
+36,046
New +$482K ﹤0.01% 2229

Other funds holding SCHK

Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return
Blake Schutter Theil Wealth Advisors
Blake Schutter Theil Wealth Advisors Dayton, Ohio $145M AUM 13.5% 1-Year Est. Return
Cornerstone Advisors Asset Management
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $902M AUM 8.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Visionary Wealth Advisors
Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return

LPL Financial's SCHK Position: Q3 2026 in Review

LPL Financial increased its Schwab 1000 Index ETF (SCHK) stake by 8.6% in Q3 2026, buying an estimated $784K and bringing the position to 269,005 shares worth $9.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2206.

LPL Financial first reported a position in SCHK in Q1 2019 and has held it in 31 quarters since. 155 funds tracked by Wall St. Rank hold SCHK as of Q3 2026.

  • LPL Financial held 269,005 shares of Schwab 1000 Index ETF worth $9.9M as of Q3 2026.
  • LPL Financial bought 21,396 Schwab 1000 Index ETF shares in Q3 2026, an estimated $784K.
  • Schwab 1000 Index ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2206 holding.
  • LPL Financial first reported a position in Schwab 1000 Index ETF in Q1 2019 and has held it in 31 quarters since.
  • 155 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.