Plum Street Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHK
AAG
LWMT
WIM
WA
PWMA
FL
Plum Street Advisors's SCHK Position: Q2 2026 in Review
Plum Street Advisors reduced its Schwab 1000 Index ETF (SCHK) stake by 6.9% in Q2 2026, selling an estimated $1.75M and leaving 670,890 shares worth $24.2M. The position accounts for 7.73% of the portfolio, ranked #2.
Plum Street Advisors first reported a position in SCHK in Q4 2023 and has held it in 11 quarters since. 267 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.
- Plum Street Advisors held 670,890 shares of Schwab 1000 Index ETF worth $24.2M as of Q2 2026.
- Plum Street Advisors sold 49,984 Schwab 1000 Index ETF shares in Q2 2026, an estimated $1.75M.
- Schwab 1000 Index ETF made up 7.73% of Plum Street Advisors's portfolio in Q2 2026, its #2 holding.
- Plum Street Advisors first reported a position in Schwab 1000 Index ETF in Q4 2023 and has held it in 11 quarters since.
- 267 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.
Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.