Mather Group
SCHK icon

Mather Group’s Schwab 1000 Index ETF SCHK Stock Holding History

Mather Group’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 		$1.51K Hold
41
– – ﹤0.01% 2099
2026
Q2 		$1.48K Buy
+41
New +$1.43K ﹤0.01% 1767
2025
Q1 		– Sell
-1,217
Closed -$34.5K – 1853
2024
Q4 		$34.5K Sell
1,217
-273
-18% -$7.77K ﹤0.01% 947
2024
Q3 		$41.2K Sell
1,490
-4,866
-77% -$130K ﹤0.01% 917
2024
Q2 		$161K Buy
+6,356
New +$161K ﹤0.01% 667

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Orser Capital Management
Orser Capital Management Southlake, Texas $176M AUM 23.16% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Mather Group's SCHK Position: Q3 2026 in Review

Mather Group held its Schwab 1000 Index ETF (SCHK) position steady in Q3 2026 at 41 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #2099.

Mather Group first reported a position in SCHK in Q2 2024 and has held it in 5 quarters since. The position peaked at $161K in Q2 2024. 71 funds tracked by Wall St. Rank hold SCHK as of Q3 2026.

  • Mather Group held 41 shares of Schwab 1000 Index ETF worth $1.51K as of Q3 2026.
  • Mather Group left its Schwab 1000 Index ETF share count unchanged in Q3 2026.
  • Schwab 1000 Index ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #2099 holding.
  • Mather Group first reported a position in Schwab 1000 Index ETF in Q2 2024 and has held it in 5 quarters since.
  • Mather Group's Schwab 1000 Index ETF position peaked at $161K in Q2 2024.
  • 71 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.