PA
SCHK icon

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

Parkside 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
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
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $891M AUM 22.99% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $313M AUM 19.55% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Parkside Advisors's SCHK Position: Q2 2025 in Review

Parkside Advisors reduced its Schwab 1000 Index ETF (SCHK) stake by 3.3% in Q2 2025, selling an estimated $108K and leaving 116,215 shares worth $3.47M. The position accounts for 0.76% of the portfolio, ranked #24.

Parkside Advisors first reported a position in SCHK in Q1 2020 and has held it in 22 quarters since. The position peaked at $3.68M in Q4 2021. 217 funds tracked by Wall St. Rank hold SCHK as of Q2 2025.

  • Parkside Advisors held 116,215 shares of Schwab 1000 Index ETF worth $3.47M as of Q2 2025.
  • Parkside Advisors sold 3,912 Schwab 1000 Index ETF shares in Q2 2025, an estimated $108K.
  • Schwab 1000 Index ETF made up 0.76% of Parkside Advisors's portfolio in Q2 2025, its #24 holding.
  • Parkside Advisors first reported a position in Schwab 1000 Index ETF in Q1 2020 and has held it in 22 quarters since.
  • Parkside Advisors's Schwab 1000 Index ETF position peaked at $3.68M in Q4 2021.
  • 217 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2025.

Based on Parkside Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.