McIlrath & Eck’s Schwab 1000 Index ETF SCHK Stock Holding History

McIlrath & Eck’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	$117K	Hold	3,738	–	–	0.01%	350
2025 Q4	$123K	Hold	3,738	–	–	0.01%	223
2025 Q3	$120K	Hold	3,738	–	–	0.01%	194
2025 Q2	$111K	Hold	3,738	–	–	0.01%	190
2025 Q1	$101K	Hold	3,738	–	–	0.01%	200
2024 Q4	$106K	Hold	3,738	–	–	0.01%	187
2024 Q3	$103K	Hold	3,738	–	–	0.01%	186
2024 Q2	$97.8K	Hold	3,738	–	–	0.01%	182
2024 Q1	$94.7K	Hold	3,738	–	–	0.02%	182
2023 Q4	$86.1K	Hold	3,738	–	–	0.02%	185
2023 Q3	$77.2K	Hold	3,738	–	–	0.02%	196
2023 Q2	$80K	Hold	3,738	–	–	0.02%	190
2023 Q1	$73.9K	Hold	3,738	–	–	0.02%	194
2022 Q4	$69K	Hold	3,738	–	–	0.02%	200
2022 Q3	$65K	Hold	3,738	–	–	0.02%	204
2022 Q2	$68K	Hold	3,738	–	–	0.02%	190
2022 Q1	$82K	Hold	3,738	–	–	0.02%	174
2021 Q4	$87K	Sell	3,738 -28	-0.7%	-$635	0.02%	164
2021 Q3	$80K	Hold	3,766	–	–	0.02%	170
2021 Q2	$80K	Hold	3,766	–	–	0.02%	183
2021 Q1	$74K	Hold	3,766	–	–	0.03%	151
2020 Q4	$70K	Hold	3,766	–	–	0.03%	138
2020 Q3	$62K	Sell	3,766 -76	-2%	-$1.24K	0.03%	130
2020 Q2	$58K	Hold	3,842	–	–	0.03%	123
2020 Q1	$48K	Hold	3,842	–	–	0.03%	126
2019 Q4	$61K	Buy	3,842 +104	+3%	+$1.57K	0.03%	126
2019 Q3	$55K	Buy	+3,738	New	+$54.4K	0.03%	116

Other funds holding SCHK

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $171B AUM 24.68% 1-Year Est. Return

WIM

Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

McIlrath & Eck's SCHK Position: Q1 2026 in Review

McIlrath & Eck held its Schwab 1000 Index ETF (SCHK) position steady in Q1 2026 at 3,738 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #350.

McIlrath & Eck first reported a position in SCHK in Q3 2019 and has held it in 27 quarters since. The position peaked at $123K in Q4 2025. 240 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

McIlrath & Eck held 3,738 shares of Schwab 1000 Index ETF worth $117K as of Q1 2026.
McIlrath & Eck left its Schwab 1000 Index ETF share count unchanged in Q1 2026.
Schwab 1000 Index ETF made up 0.01% of McIlrath & Eck's portfolio in Q1 2026, its #350 holding.
McIlrath & Eck first reported a position in Schwab 1000 Index ETF in Q3 2019 and has held it in 27 quarters since.
McIlrath & Eck's Schwab 1000 Index ETF position peaked at $123K in Q4 2025.
240 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.