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Pinion Investment Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Pinion Investment 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
2026
Q1 		$519K Buy
16,555
+48
+0.3% +$1.57K 0.12% 108
2025
Q4 		$541K Buy
16,507
+50
+0.3% +$1.63K 0.13% 105
2025
Q3 		$537K Buy
16,457
+47
+0.3% +$1.46K 0.15% 103
2025
Q2 		$489K Sell
16,410
-16,316
-50% -$450K 0.17% 99
2025
Q1 		$881K Buy
32,726
+16,413
+101% +$466K 0.19% 73
2024
Q4 		$462K Buy
16,313
+51
+0.3% +$1.45K 0.18% 99
2024
Q3 		$450K Buy
16,262
+246
+2% +$6.55K 0.19% 104
2024
Q2 		$419K Hold
16,016
– – 0.21% 91
2024
Q1 		$406K Buy
16,016
+52
+0.3% +$1.25K 0.21% 97
2023
Q4 		$368K Buy
15,964
+64
+0.4% +$1.38K 0.22% 97
2023
Q3 		$328K Buy
15,900
+58
+0.4% +$1.25K 0.21% 112
2023
Q2 		$339K Buy
15,842
+60
+0.4% +$1.21K 0.23% 109
2023
Q1 		$312K Buy
15,782
+56
+0.4% +$1.08K 0.29% 92
2022
Q4 		$290K Buy
15,726
+68
+0.4% +$1.26K 0.27% 101
2022
Q3 		$271K Buy
15,658
+64
+0.4% +$1.23K 0.24% 123
2022
Q2 		$284K Buy
15,594
+60
+0.4% +$1.19K 0.24% 129
2022
Q1 		$342K Buy
15,534
+44
+0.3% +$955 0.24% 126
2021
Q4 		$361K Buy
15,490
+54
+0.3% +$1.23K 0.24% 122
2021
Q3 		$329K Buy
15,436
+48
+0.3% +$1.05K 0.26% 116
2021
Q2 		$328K Buy
15,388
+46
+0.3% +$954 0.26% 114
2021
Q1 		$302K Buy
15,342
+44
+0.3% +$849 0.28% 120
2020
Q4 		$286K Buy
15,298
+146
+1% +$2.57K 0.3% 113
2020
Q3 		$230K Hold
15,152
– – 0.35% 101
2020
Q2 		$230K Buy
+15,152
New +$217K 0.35% 101
2020
Q1 		– Sell
-21,942
Closed -$346K – 113
2019
Q4 		$346K Buy
21,942
+10
+0% +$151 0.64% 77
2019
Q3 		$320K Buy
+21,932
New +$319K 0.66% 82

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

Pinion Investment Advisors's SCHK Position: Q1 2026 in Review

Pinion Investment Advisors increased its Schwab 1000 Index ETF (SCHK) stake by 0.29% in Q1 2026, buying an estimated $1.57K and bringing the position to 16,555 shares worth $519K. The position accounts for 0.12% of the portfolio, ranked #108.

Pinion Investment Advisors first reported a position in SCHK in Q3 2019 and has held it in 26 quarters since. The position peaked at $881K in Q1 2025. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • Pinion Investment Advisors held 16,555 shares of Schwab 1000 Index ETF worth $519K as of Q1 2026.
  • Pinion Investment Advisors bought 48 Schwab 1000 Index ETF shares in Q1 2026, an estimated $1.57K.
  • Schwab 1000 Index ETF made up 0.12% of Pinion Investment Advisors's portfolio in Q1 2026, its #108 holding.
  • Pinion Investment Advisors first reported a position in Schwab 1000 Index ETF in Q3 2019 and has held it in 26 quarters since.
  • Pinion Investment Advisors's Schwab 1000 Index ETF position peaked at $881K in Q1 2025.
  • 235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.