MCF Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

MCF Advisors’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 Q1	$251K	Hold	8,000	–	–	0.01%	359
2025 Q4	$262K	Hold	8,000	–	–	0.01%	267
2025 Q3	$257K	Hold	8,000	–	–	0.02%	223
2025 Q2	$239K	Hold	8,000	–	–	0.02%	214
2025 Q1	$215K	Hold	8,000	–	–	0.02%	219
2024 Q4	$226K	Hold	8,000	–	–	0.02%	218
2024 Q3	$221K	Hold	8,000	–	–	0.02%	223
2024 Q2	$210K	Hold	8,000	–	–	0.02%	225
2024 Q1	$203K	Hold	8,000	–	–	0.02%	227
2023 Q4	$184K	Buy	+8,000	New	+$172K	0.02%	230

Other funds holding SCHK

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

WIM

Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AAG

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

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

PSA

Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

MCF Advisors's SCHK Position: Q1 2026 in Review

MCF Advisors held its Schwab 1000 Index ETF (SCHK) position steady in Q1 2026 at 8,000 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #359.

MCF Advisors first reported a position in SCHK in Q4 2023 and has held it in 10 quarters since. The position peaked at $262K in Q4 2025. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

MCF Advisors held 8,000 shares of Schwab 1000 Index ETF worth $251K as of Q1 2026.
MCF Advisors left its Schwab 1000 Index ETF share count unchanged in Q1 2026.
Schwab 1000 Index ETF made up 0.01% of MCF Advisors's portfolio in Q1 2026, its #359 holding.
MCF Advisors first reported a position in Schwab 1000 Index ETF in Q4 2023 and has held it in 10 quarters since.
MCF Advisors's Schwab 1000 Index ETF position peaked at $262K in Q4 2025.
235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.