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

Manchester 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 Q2	$269K	Hold	7,450	–	–	0.05%	118
2026 Q1	$233K	Hold	7,450	–	–	0.04%	122
2025 Q4	$244K	Hold	7,450	–	–	0.05%	119
2025 Q3	$239K	Hold	7,450	–	–	0.05%	114
2025 Q2	$222K	Hold	7,450	–	–	0.05%	113
2025 Q1	$201K	Hold	7,450	–	–	0.05%	119
2024 Q4	$211K	Hold	7,450	–	–	0.05%	106
2024 Q3	$206K	Buy	+7,450	New	+$198K	0.04%	103
2022 Q2	–	Sell	-116,404	Closed	-$2.56M	–	118
2022 Q1	$2.56M	Buy	+116,404	New	+$2.53M	0.92%	23
2021 Q4	–	Sell	-10,720	Closed	-$228K	–	99
2021 Q3	$228K	Sell	10,720 -10,322	-49%	-$226K	0.09%	76
2021 Q2	$449K	Sell	21,042 -702	-3%	-$14.6K	0.18%	51
2021 Q1	$429K	Sell	21,744 -262	-1%	-$5.06K	0.2%	45
2020 Q4	$411K	Sell	22,006 -854	-4%	-$15K	0.26%	38
2020 Q3	$377K	Sell	22,860 -1,206	-5%	-$19.7K	0.29%	36
2020 Q2	$365K	Sell	24,066 -1,426	-6%	-$20.4K	0.3%	38
2020 Q1	$320K	Sell	25,492 -3,714	-13%	-$55.6K	0.24%	41
2019 Q4	$461K	Sell	29,206 -992	-3%	-$15K	0.18%	37
2019 Q3	$440K	Buy	30,198 +1,802	+6%	+$26.2K	0.19%	34
2019 Q2	$410K	Sell	28,396 -1,256	-4%	-$17.8K	0.18%	37
2019 Q1	$413K	Buy	29,652 +9,006	+44%	+$121K	0.2%	35
2018 Q4	$253K	Buy	+20,646	New	+$273K	0.14%	47

Other funds holding SCHK

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

BSTWA

Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

OCM

Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Manchester Financial's SCHK Position: Q2 2026 in Review

Manchester Financial held its Schwab 1000 Index ETF (SCHK) position steady in Q2 2026 at 7,450 shares worth $269K. The position accounts for 0.05% of the portfolio, ranked #118.

Manchester Financial first reported a position in SCHK in Q4 2018 and has held it in 21 quarters since. The position peaked at $2.56M in Q1 2022. 48 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

Manchester Financial held 7,450 shares of Schwab 1000 Index ETF worth $269K as of Q2 2026.
Manchester Financial left its Schwab 1000 Index ETF share count unchanged in Q2 2026.
Schwab 1000 Index ETF made up 0.05% of Manchester Financial's portfolio in Q2 2026, its #118 holding.
Manchester Financial first reported a position in Schwab 1000 Index ETF in Q4 2018 and has held it in 21 quarters since.
Manchester Financial's Schwab 1000 Index ETF position peaked at $2.56M in Q1 2022.
48 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Manchester Financial's 13F filing for Q2 2026, filed 17 Jul 2026.