NWK Group’s Schwab 1000 Index ETF SCHK Stock Holding History

NWK 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 Q1	–	Sell	-520	Closed	-$14.7K	–	78
2024 Q4	$14.7K	Buy	+520	New	+$14.8K	0.01%	64
2023 Q3	–	Sell	-1,000	Closed	-$21.5K	–	72
2023 Q2	$21.4K	Hold	1,000	–	–	0.01%	57
2023 Q1	$19.8K	Hold	1,000	–	–	0.01%	63
2022 Q4	$18.5K	Hold	1,000	–	–	0.01%	60
2022 Q3	$17K	Hold	1,000	–	–	0.01%	56
2022 Q2	$18K	Hold	1,000	–	–	0.01%	70
2022 Q1	$22K	Hold	1,000	–	–	0.01%	73
2021 Q4	$23K	Hold	1,000	–	–	0.01%	78
2021 Q3	$21K	Hold	1,000	–	–	0.01%	79
2021 Q2	$21K	Hold	1,000	–	–	0.01%	87
2021 Q1	$20K	Hold	1,000	–	–	0.01%	144
2020 Q4	$19K	Hold	1,000	–	–	0.01%	143
2020 Q3	$16K	Hold	1,000	–	–	0.01%	135
2020 Q2	$15K	Hold	1,000	–	–	0.01%	144
2020 Q1	$13K	Buy	+1,000	New	+$15K	0.01%	135

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

WIM

Warwick Investment Management Bryan, Texas $690M AUM 17.95% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

BSTWA

Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return

LWM

Lighthouse Wealth Management Ashland, Ohio $147M AUM 15.07% 1-Year Est. Return

NWK Group's SCHK Position: Q1 2025 in Review

NWK Group sold out of Schwab 1000 Index ETF (SCHK) in Q1 2025, closing a stake of 520 shares — an estimated $14.7K sold.

NWK Group first reported a position in SCHK in Q1 2020 and held it in 15 quarters. The position peaked at $23K in Q4 2021. 195 funds tracked by Wall St. Rank hold SCHK as of Q1 2025.

NWK Group reported no remaining Schwab 1000 Index ETF position as of Q1 2025 after selling out during the quarter.
NWK Group sold 520 Schwab 1000 Index ETF shares in Q1 2025, an estimated $14.7K.
NWK Group first reported a position in Schwab 1000 Index ETF in Q1 2020 and held it in 15 quarters.
NWK Group's Schwab 1000 Index ETF position peaked at $23K in Q4 2021.
195 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2025.

Based on NWK Group's 13F filing for Q1 2025, filed 12 May 2025.