LPL Financial
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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
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

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

LPL Financial's SCHK Position: Q1 2026 in Review

LPL Financial increased its Schwab 1000 Index ETF (SCHK) stake by 4.3% in Q1 2026, buying an estimated $334K and bringing the position to 246,307 shares worth $7.72M. The position accounts for ﹤0.01% of the portfolio, ranked #2230.

LPL Financial first reported a position in SCHK in Q1 2019 and has held it in 29 quarters since. The position peaked at $7.74M in Q4 2025. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • LPL Financial held 246,307 shares of Schwab 1000 Index ETF worth $7.72M as of Q1 2026.
  • LPL Financial bought 10,192 Schwab 1000 Index ETF shares in Q1 2026, an estimated $334K.
  • Schwab 1000 Index ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2230 holding.
  • LPL Financial first reported a position in Schwab 1000 Index ETF in Q1 2019 and has held it in 29 quarters since.
  • LPL Financial's Schwab 1000 Index ETF position peaked at $7.74M in Q4 2025.
  • 235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.