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Premier Private Wealth Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Premier Private Wealth Management’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
Q2 		$373K Sell
10,334
-1,546
-13% -$54K 0.33% 41
2026
Q1 		$372K Sell
11,880
-663
-5% -$21.7K 0.39% 43
2025
Q4 		$420K Buy
+12,543
New +$408K 0.43% 37

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 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

Premier Private Wealth Management's SCHK Position: Q2 2026 in Review

Premier Private Wealth Management reduced its Schwab 1000 Index ETF (SCHK) stake by 13% in Q2 2026, selling an estimated $54K and leaving 10,334 shares worth $373K. The position accounts for 0.33% of the portfolio, ranked #41.

Premier Private Wealth Management first reported a position in SCHK in Q4 2025 and has held it in 3 quarters since. The position peaked at $420K in Q4 2025. 266 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Premier Private Wealth Management held 10,334 shares of Schwab 1000 Index ETF worth $373K as of Q2 2026.
  • Premier Private Wealth Management sold 1,546 Schwab 1000 Index ETF shares in Q2 2026, an estimated $54K.
  • Schwab 1000 Index ETF made up 0.33% of Premier Private Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Premier Private Wealth Management first reported a position in Schwab 1000 Index ETF in Q4 2025 and has held it in 3 quarters since.
  • Premier Private Wealth Management's Schwab 1000 Index ETF position peaked at $420K in Q4 2025.
  • 266 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Premier Private Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.