QWM
SCHK icon

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

Quaker 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 		$7.57K Hold
210
– – ﹤0.01% 305
2026
Q1 		$6.58K Hold
210
– – ﹤0.01% 323
2025
Q4 		$6.89K Hold
210
– – ﹤0.01% 330
2025
Q3 		$6.75K Hold
210
– – ﹤0.01% 307
2025
Q2 		$6.26K Buy
+210
New +$5.79K ﹤0.01% 318

Other funds holding SCHK

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
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
OCM
Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Quaker Wealth Management's SCHK Position: Q2 2026 in Review

Quaker Wealth Management held its Schwab 1000 Index ETF (SCHK) position steady in Q2 2026 at 210 shares worth $7.57K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

Quaker Wealth Management first reported a position in SCHK in Q2 2025 and has held it in 5 quarters since. 86 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Quaker Wealth Management held 210 shares of Schwab 1000 Index ETF worth $7.57K as of Q2 2026.
  • Quaker Wealth Management left its Schwab 1000 Index ETF share count unchanged in Q2 2026.
  • Schwab 1000 Index ETF made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #305 holding.
  • Quaker Wealth Management first reported a position in Schwab 1000 Index ETF in Q2 2025 and has held it in 5 quarters since.
  • 86 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.