MAWAG
SCHK icon

Mid-American Wealth Advisory Group’s Schwab 1000 Index ETF SCHK Stock Holding History

Mid-American Wealth Advisory 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
Q3 		– Sell
-807
Closed -$24.1K – 264
2025
Q2 		$24.1K Buy
+807
New +$22.2K 0.01% 114

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return

Mid-American Wealth Advisory Group's SCHK Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Schwab 1000 Index ETF (SCHK) in Q3 2025, closing a stake of 807 shares — an estimated $24.1K sold.

Mid-American Wealth Advisory Group first reported a position in SCHK in Q2 2025 and held it in 1 quarter. The position peaked at $24.1K in Q2 2025. 224 funds tracked by Wall St. Rank hold SCHK as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining Schwab 1000 Index ETF position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 807 Schwab 1000 Index ETF shares in Q3 2025, an estimated $24.1K.
  • Mid-American Wealth Advisory Group first reported a position in Schwab 1000 Index ETF in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's Schwab 1000 Index ETF position peaked at $24.1K in Q2 2025.
  • 224 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.