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NorthRock Partners’s Schwab 1000 Index ETF SCHK Stock Holding History

NorthRock Partners’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 		$5.49M Sell
175,317
-3,900
-2% -$128K 0.09% 118
2025
Q4 		$5.88M Buy
179,217
+112,312
+168% +$3.65M 0.1% 109
2025
Q3 		$2.15M Hold
66,905
– – 0.04% 206
2025
Q2 		$2M Sell
66,905
-400
-0.6% -$11K 0.05% 134
2025
Q1 		$1.81M Sell
67,305
-1,225
-2% -$34.8K 0.06% 126
2024
Q4 		$1.94M Sell
68,530
-190
-0.3% -$5.41K 0.06% 124
2024
Q3 		$1.9M Sell
68,720
-410
-0.6% -$10.9K 0.06% 130
2024
Q2 		$1.81M Hold
69,130
– – 0.07% 122
2024
Q1 		$1.75M Sell
69,130
-1,260
-2% -$30.3K 0.07% 136
2023
Q4 		$1.62M Buy
+70,390
New +$1.51M 0.07% 137
2022
Q3 		– Sell
-70,390
Closed -$1.28M – 327
2022
Q2 		$1.28M Hold
70,390
– – 0.13% 77
2022
Q1 		$1.55M Sell
70,390
-12
-0% -$260 0.14% 72
2021
Q4 		$1.64M Sell
70,402
-508
-0.7% -$11.5K 0.12% 71
2021
Q3 		$1.51M Hold
70,910
– – 0.12% 68
2021
Q2 		$1.51M Sell
70,910
-1,450
-2% -$30.1K 0.13% 63
2021
Q1 		$1.43M Hold
72,360
– – 0.13% 64
2020
Q4 		$1.35M Sell
72,360
-2,570
-3% -$45.3K 0.13% 65
2020
Q3 		$1.24M Buy
74,930
+4
+0% +$65 0.14% 66
2020
Q2 		$1.14M Sell
74,926
-4
-0% -$57 0.13% 67
2020
Q1 		$939K Buy
+74,930
New +$1.12M 0.13% 80

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

NorthRock Partners's SCHK Position: Q1 2026 in Review

NorthRock Partners reduced its Schwab 1000 Index ETF (SCHK) stake by 2.2% in Q1 2026, selling an estimated $128K and leaving 175,317 shares worth $5.49M. The position accounts for 0.09% of the portfolio, ranked #118.

NorthRock Partners first reported a position in SCHK in Q1 2020 and has held it in 20 quarters since. The position peaked at $5.88M in Q4 2025. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • NorthRock Partners held 175,317 shares of Schwab 1000 Index ETF worth $5.49M as of Q1 2026.
  • NorthRock Partners sold 3,900 Schwab 1000 Index ETF shares in Q1 2026, an estimated $128K.
  • Schwab 1000 Index ETF made up 0.09% of NorthRock Partners's portfolio in Q1 2026, its #118 holding.
  • NorthRock Partners first reported a position in Schwab 1000 Index ETF in Q1 2020 and has held it in 20 quarters since.
  • NorthRock Partners's Schwab 1000 Index ETF position peaked at $5.88M in Q4 2025.
  • 235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.