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Prosperity Consulting Group’s Schwab 1000 Index ETF SCHK Stock Holding History

Prosperity Consulting Group’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 		$204K Sell
5,671
-1,371
-19% -$47.9K 0.01% 615
2026
Q1 		$221K Hold
7,042
– – 0.01% 483
2025
Q4 		$231K Hold
7,042
– – 0.01% 465
2025
Q3 		$226K Buy
+7,042
New +$218K 0.01% 468

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

Prosperity Consulting Group's SCHK Position: Q2 2026 in Review

Prosperity Consulting Group reduced its Schwab 1000 Index ETF (SCHK) stake by 19% in Q2 2026, selling an estimated $47.9K and leaving 5,671 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #615.

Prosperity Consulting Group first reported a position in SCHK in Q3 2025 and has held it in 4 quarters since. The position peaked at $231K in Q4 2025. 267 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Prosperity Consulting Group held 5,671 shares of Schwab 1000 Index ETF worth $204K as of Q2 2026.
  • Prosperity Consulting Group sold 1,371 Schwab 1000 Index ETF shares in Q2 2026, an estimated $47.9K.
  • Schwab 1000 Index ETF made up 0.01% of Prosperity Consulting Group's portfolio in Q2 2026, its #615 holding.
  • Prosperity Consulting Group first reported a position in Schwab 1000 Index ETF in Q3 2025 and has held it in 4 quarters since.
  • Prosperity Consulting Group's Schwab 1000 Index ETF position peaked at $231K in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.