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SCHK icon

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

NewEdge 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 		$14.4K Sell
461
-1,229
-73% -$40.3K ﹤0.01% 3296
2025
Q4 		$55.4K Sell
1,690
-1,252
-43% -$40.7K ﹤0.01% 2934
2025
Q3 		$94.5K Sell
2,942
-7
-0.2% -$217 ﹤0.01% 2618
2025
Q2 		$87.9K Buy
2,949
+1
+0% +$28 ﹤0.01% 2465
2025
Q1 		$79.4K Buy
2,948
+1
+0% +$28 ﹤0.01% 2378
2024
Q4 		$83.4K Sell
2,947
-93
-3% -$2.65K ﹤0.01% 2341
2024
Q3 		$84.1K Hold
3,040
– – ﹤0.01% 2249
2024
Q2 		$79.5K Hold
3,040
– – ﹤0.01% 2186
2024
Q1 		$77K Buy
3,040
+202
+7% +$4.86K ﹤0.01% 2151
2023
Q4 		$65.4K Sell
2,838
-6
-0.2% -$129 ﹤0.01% 2125
2023
Q3 		$58.7K Buy
2,844
+2
+0.1% +$43 ﹤0.01% 2044
2023
Q2 		$60.8K Buy
2,842
+102
+4% +$2.06K ﹤0.01% 2027
2023
Q1 		$54.2K Hold
2,740
– – ﹤0.01% 1965
2022
Q4 		$51 Buy
+2,740
New +$50.9K ﹤0.01% 3468

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
Creative Planning
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
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
WA
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

NewEdge Advisors's SCHK Position: Q1 2026 in Review

NewEdge Advisors reduced its Schwab 1000 Index ETF (SCHK) stake by 73% in Q1 2026, selling an estimated $40.3K and leaving 461 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3296.

NewEdge Advisors first reported a position in SCHK in Q4 2022 and has held it in 14 quarters since. The position peaked at $94.5K in Q3 2025. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • NewEdge Advisors held 461 shares of Schwab 1000 Index ETF worth $14.4K as of Q1 2026.
  • NewEdge Advisors sold 1,229 Schwab 1000 Index ETF shares in Q1 2026, an estimated $40.3K.
  • Schwab 1000 Index ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3296 holding.
  • NewEdge Advisors first reported a position in Schwab 1000 Index ETF in Q4 2022 and has held it in 14 quarters since.
  • NewEdge Advisors's Schwab 1000 Index ETF position peaked at $94.5K in Q3 2025.
  • 235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.