PFA
SCHK icon

Pure Financial Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Pure Financial 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
Q2 		$217K Buy
+6,020
New +$210K ﹤0.01% 583
2024
Q1 		– Sell
-11,094
Closed -$255K – 323
2023
Q4 		$255K Buy
+11,094
New +$238K 0.01% 262

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 $1.66B AUM 13.15% 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

Pure Financial Advisors's SCHK Position: Q2 2026 in Review

Pure Financial Advisors opened a new position in Schwab 1000 Index ETF (SCHK) in Q2 2026: 6,020 shares worth $217K. The stake represents ﹤0.01% of the portfolio and ranks #583 among its holdings. This is a return to the name: Pure Financial Advisors previously reported a position in SCHK as recently as Q4 2023.

Pure Financial Advisors first reported a position in SCHK in Q4 2023 and has held it in 2 quarters since. The position peaked at $255K in Q4 2023. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Pure Financial Advisors held 6,020 shares of Schwab 1000 Index ETF worth $217K as of Q2 2026.
  • Schwab 1000 Index ETF was a new Pure Financial Advisors position in Q2 2026.
  • Schwab 1000 Index ETF made up ﹤0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #583 holding.
  • Pure Financial Advisors first reported a position in Schwab 1000 Index ETF in Q4 2023 and has held it in 2 quarters since.
  • Pure Financial Advisors's Schwab 1000 Index ETF position peaked at $255K in Q4 2023.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.