Pflug Koory’s Schwab 1000 Index ETF SCHK Stock Holding History

Pflug Koory’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	$152K	Buy	4,861 +11	+0.2%	+$360	0.07%	169
2025 Q4	$159K	Buy	4,850 +7	+0.1%	+$228	0.07%	171
2025 Q3	$156K	Buy	4,843 +7	+0.1%	+$217	0.07%	172
2025 Q2	$144K	Hold	4,836	–	–	0.07%	172
2025 Q1	$130K	Hold	4,836	–	–	0.07%	171
2024 Q4	$137K	Hold	4,836	–	–	0.07%	171
2024 Q3	$134K	Buy	+4,836	New	+$129K	0.07%	174
2024 Q1	$123K	Hold	4,836	–	–	0.06%	183
2023 Q4	$111K	Hold	4,836	–	–	0.06%	189
2023 Q3	$99.9K	Hold	4,836	–	–	0.06%	183
2023 Q2	$103K	Buy	4,836 +700	+17%	+$14.2K	0.05%	194
2023 Q1	$81.8K	Hold	4,136	–	–	0.04%	206
2022 Q4	$76K	Hold	4,136	–	–	0.04%	206
2022 Q3	$72K	Hold	4,136	–	–	0.04%	206
2022 Q2	$75K	Hold	4,136	–	–	0.04%	210
2022 Q1	$91K	Hold	4,136	–	–	0.05%	209
2021 Q4	$96K	Hold	4,136	–	–	0.05%	208
2021 Q3	$88K	Hold	4,136	–	–	0.05%	208
2021 Q2	$88K	Hold	4,136	–	–	0.05%	214
2021 Q1	$82K	Hold	4,136	–	–	0.05%	211
2020 Q4	$77K	Hold	4,136	–	–	0.05%	220
2020 Q3	$68K	Hold	4,136	–	–	0.05%	212
2020 Q2	$63K	Hold	4,136	–	–	0.05%	212
2020 Q1	$52K	Hold	4,136	–	–	0.05%	207
2019 Q4	$65K	Hold	4,136	–	–	0.05%	215
2019 Q3	$60K	Buy	+4,136	New	+$60.2K	0.05%	214

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

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 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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Pflug Koory's SCHK Position: Q1 2026 in Review

Pflug Koory increased its Schwab 1000 Index ETF (SCHK) stake by 0.23% in Q1 2026, buying an estimated $360 and bringing the position to 4,861 shares worth $152K. The position accounts for 0.07% of the portfolio, ranked #169.

Pflug Koory first reported a position in SCHK in Q3 2019 and has held it in 26 quarters since. The position peaked at $159K in Q4 2025. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

Pflug Koory held 4,861 shares of Schwab 1000 Index ETF worth $152K as of Q1 2026.
Pflug Koory bought 11 Schwab 1000 Index ETF shares in Q1 2026, an estimated $360.
Schwab 1000 Index ETF made up 0.07% of Pflug Koory's portfolio in Q1 2026, its #169 holding.
Pflug Koory first reported a position in Schwab 1000 Index ETF in Q3 2019 and has held it in 26 quarters since.
Pflug Koory's Schwab 1000 Index ETF position peaked at $159K in Q4 2025.
235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Pflug Koory's 13F filing for Q1 2026, filed 22 Apr 2026.