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PA
Parkside Advisors’s
Schwab 1000 Index ETF
SCHK
Stock Holding History
Parkside Advisors’s Portfolio
SCHK Stock Details
SCHK Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
$3.47M
Sell
116,215
-3,912
-3%
-$108K
0.76%
24
2025
Q1
$3.23M
Hold
120,127
–
–
0.78%
22
2024
Q4
$3.4M
Sell
120,127
-1
-0%
-$28
0.8%
22
2024
Q3
$3.32M
Hold
120,128
–
–
0.79%
21
2024
Q2
$3.15M
Hold
120,128
–
–
0.81%
21
2024
Q1
$3.04M
Sell
120,128
-8,472
-7%
-$204K
0.78%
22
2023
Q4
$2.96M
Hold
128,600
–
–
0.82%
22
2023
Q3
$2.66M
Hold
128,600
–
–
0.83%
20
2023
Q2
$2.75M
Sell
128,600
-29,216
-19%
-$591K
0.85%
20
2023
Q1
$3.12M
Sell
157,816
-386
-0.2%
-$7.46K
1.03%
18
2022
Q4
$2.92M
Hold
158,202
–
–
1.02%
17
2022
Q3
$2.74M
Hold
158,202
–
–
1.04%
18
2022
Q2
$2.88M
Buy
158,202
+98
+0.1%
+$1.95K
1.04%
18
2022
Q1
$3.48M
Buy
158,104
+74
+0%
+$1.61K
1.1%
19
2021
Q4
$3.68M
Buy
158,030
+90
+0.1%
+$2.04K
1.12%
20
2021
Q3
$3.36M
Buy
157,940
+80
+0.1%
+$1.75K
1.05%
19
2021
Q2
$3.37M
Sell
157,860
-21,024
-12%
-$436K
1.07%
19
2021
Q1
$3.53M
Buy
178,884
+74
+0%
+$1.43K
1.22%
19
2020
Q4
$3.34M
Buy
178,810
+100
+0.1%
+$1.76K
1.25%
18
2020
Q3
$2.95M
Sell
178,710
-4,254
-2%
-$69.4K
1.3%
18
2020
Q2
$2.78M
Sell
182,964
-5,454
-3%
-$78.1K
1.29%
18
2020
Q1
$2.36M
Buy
+188,418
New
+$2.82M
1.28%
16
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
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
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
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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