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Opulen Financial Group’s Schwab 1000 Index ETF SCHK Stock Holding History

Opulen Financial 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
2026
Q1 		$1.02M Buy
32,660
+1,500
+5% +$49.1K 0.72% 30
2025
Q4 		$1.02M Buy
31,160
+774
+3% +$25.2K 0.74% 30
2025
Q3 		$976K Buy
30,386
+84
+0.3% +$2.6K 0.74% 32
2025
Q2 		$904K Buy
30,302
+9,157
+43% +$252K 0.74% 31
2025
Q1 		$569K Buy
+21,145
New +$601K 0.52% 44

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

Opulen Financial Group's SCHK Position: Q1 2026 in Review

Opulen Financial Group increased its Schwab 1000 Index ETF (SCHK) stake by 4.8% in Q1 2026, buying an estimated $49.1K and bringing the position to 32,660 shares worth $1.02M. The position accounts for 0.72% of the portfolio, ranked #30.

Opulen Financial Group first reported a position in SCHK in Q1 2025 and has held it in 5 quarters since. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • Opulen Financial Group held 32,660 shares of Schwab 1000 Index ETF worth $1.02M as of Q1 2026.
  • Opulen Financial Group bought 1,500 Schwab 1000 Index ETF shares in Q1 2026, an estimated $49.1K.
  • Schwab 1000 Index ETF made up 0.72% of Opulen Financial Group's portfolio in Q1 2026, its #30 holding.
  • Opulen Financial Group first reported a position in Schwab 1000 Index ETF in Q1 2025 and has held it in 5 quarters since.
  • 235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Opulen Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.