MCM
SCHK icon

MAI Capital Management’s Schwab 1000 Index ETF SCHK Stock Holding History

MAI Capital Management’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 		$3.43M Buy
109,549
+329
+0.3% +$10.8K 0.02% 484
2025
Q4 		$3.58M Sell
109,220
-1,715
-2% -$55.8K 0.02% 464
2025
Q3 		$3.56M Hold
110,935
– – 0.02% 435
2025
Q2 		$3.31M Hold
110,935
– – 0.02% 401
2025
Q1 		$2.99M Hold
110,935
– – 0.02% 408
2024
Q4 		$3.14M Buy
110,935
+155
+0.1% +$4.41K 0.02% 405
2024
Q3 		$3.06M Sell
110,780
-1,376
-1% -$36.6K 0.03% 323
2024
Q2 		$2.93M Sell
112,156
-1,554
-1% -$39.3K 0.03% 339
2024
Q1 		$2.88M Buy
+113,710
New +$2.74M 0.03% 335

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