MG
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
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 $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
WIM
Warwick Investment Management Bryan, Texas $690M AUM 17.95% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $147M AUM 15.07% 1-Year Est. Return

Mather Group's SCHK Position: Q1 2025 in Review

Mather Group sold out of Schwab 1000 Index ETF (SCHK) in Q1 2025, closing a stake of 1,217 shares — an estimated $34.5K sold.

Mather Group first reported a position in SCHK in Q2 2024 and held it in 3 quarters. The position peaked at $161K in Q2 2024. 195 funds tracked by Wall St. Rank hold SCHK as of Q1 2025.

  • Mather Group reported no remaining Schwab 1000 Index ETF position as of Q1 2025 after selling out during the quarter.
  • Mather Group sold 1,217 Schwab 1000 Index ETF shares in Q1 2025, an estimated $34.5K.
  • Mather Group first reported a position in Schwab 1000 Index ETF in Q2 2024 and held it in 3 quarters.
  • Mather Group's Schwab 1000 Index ETF position peaked at $161K in Q2 2024.
  • 195 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2025.

Based on Mather Group's 13F filing for Q1 2025, filed 25 Apr 2025.