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MassMutual Private Wealth & Trust’s Schwab 1000 Index ETF SCHK Stock Holding History

MassMutual Private Wealth & Trust’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 		$721 Hold
20
– – ﹤0.01% 2228
2026
Q1 		$627 Hold
20
– – ﹤0.01% 2200
2025
Q4 		$656 Hold
20
– – ﹤0.01% 2212
2025
Q3 		$642 Hold
20
– – ﹤0.01% 2213
2025
Q2 		$596 Hold
20
– – ﹤0.01% 2206
2025
Q1 		$538 Hold
20
– – ﹤0.01% 2222
2024
Q4 		$566 Buy
+20
New +$569 ﹤0.01% 2124

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
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
LWM
Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 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

MassMutual Private Wealth & Trust's SCHK Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Schwab 1000 Index ETF (SCHK) position steady in Q2 2026 at 20 shares worth $721. The position accounts for ﹤0.01% of the portfolio, ranked #2228.

MassMutual Private Wealth & Trust first reported a position in SCHK in Q4 2024 and has held it in 7 quarters since. 119 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • MassMutual Private Wealth & Trust held 20 shares of Schwab 1000 Index ETF worth $721 as of Q2 2026.
  • MassMutual Private Wealth & Trust left its Schwab 1000 Index ETF share count unchanged in Q2 2026.
  • Schwab 1000 Index ETF made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2228 holding.
  • MassMutual Private Wealth & Trust first reported a position in Schwab 1000 Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 119 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.