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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
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

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $313M AUM 19.55% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Mather Group's SCHK Position: Q2 2026 in Review

Mather Group opened a new position in Schwab 1000 Index ETF (SCHK) in Q2 2026: 41 shares worth $1.48K. The stake represents ﹤0.01% of the portfolio and ranks #1767 among its holdings. This is a return to the name: Mather Group previously reported a position in SCHK as recently as Q4 2024.

Mather Group first reported a position in SCHK in Q2 2024 and has held it in 4 quarters since. The position peaked at $161K in Q2 2024. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Mather Group held 41 shares of Schwab 1000 Index ETF worth $1.48K as of Q2 2026.
  • Schwab 1000 Index ETF was a new Mather Group position in Q2 2026.
  • Schwab 1000 Index ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1767 holding.
  • Mather Group first reported a position in Schwab 1000 Index ETF in Q2 2024 and has held it in 4 quarters since.
  • Mather Group's Schwab 1000 Index ETF position peaked at $161K in Q2 2024.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.