PSA
SCHK icon

Plum Street Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Plum Street 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 		$22.6M Buy
720,874
+24,744
+4% +$811K 7.82% 2
2025
Q4 		$22.8M Buy
696,130
+14,041
+2% +$457K 8.13% 2
2025
Q3 		$21.9M Sell
682,089
-28,246
-4% -$874K 8.46% 2
2025
Q2 		$21.2M Sell
710,335
-35,302
-5% -$973K 9.35% 2
2025
Q1 		$20.1M Buy
745,637
+15,516
+2% +$441K 9.67% 2
2024
Q4 		$20.7M Sell
730,121
-24,535
-3% -$698K 10.2% 2
2024
Q3 		$20.9M Buy
754,656
+876
+0.1% +$23.3K 10.56% 1
2024
Q2 		$19.7M Sell
753,780
-876
-0.1% -$22.1K 11.5% 1
2024
Q1 		$20.9M Sell
754,656
-18,046
-2% -$435K 10.56% 1
2023
Q4 		$17.8M Buy
+772,702
New +$16.6M 11.85% 1

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 $1.77B AUM 35.55% 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
LWM
Lighthouse Wealth Management Ashland, Ohio $147M AUM 15.07% 1-Year Est. Return