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Promus Capital’s Schwab 1000 Index ETF SCHK Stock Holding History

Promus Capital’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
2025
Q3 		$6.94K Hold
216
– – ﹤0.01% 256
2025
Q2 		$6.44K Hold
216
– – ﹤0.01% 265
2025
Q1 		$5.82K Hold
216
– – ﹤0.01% 265
2024
Q4 		$6.12K Buy
+216
New +$6.15K ﹤0.01% 259

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
WIM
Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return

Promus Capital's SCHK Position: Q3 2025 in Review

Promus Capital held its Schwab 1000 Index ETF (SCHK) position steady in Q3 2025 at 216 shares worth $6.94K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Promus Capital first reported a position in SCHK in Q4 2024 and has held it in 4 quarters since. 224 funds tracked by Wall St. Rank hold SCHK as of Q3 2025.

  • Promus Capital held 216 shares of Schwab 1000 Index ETF worth $6.94K as of Q3 2025.
  • Promus Capital left its Schwab 1000 Index ETF share count unchanged in Q3 2025.
  • Schwab 1000 Index ETF made up ﹤0.01% of Promus Capital's portfolio in Q3 2025, its #256 holding.
  • Promus Capital first reported a position in Schwab 1000 Index ETF in Q4 2024 and has held it in 4 quarters since.
  • 224 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2025.

Based on Promus Capital's 13F filing for Q3 2025, filed 13 Nov 2025.