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
2025
Q2 		– Sell
-210
Closed -$5.65K – 1557
2025
Q1 		$5.65K Buy
+210
New +$5.96K ﹤0.01% 337

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LWMT
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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

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. 268 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.
  • 268 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.