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

Red Door 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 		$343K Sell
9,513
-10
-0.1% -$349 0.03% 233
2026
Q1 		$298K Sell
9,523
-29
-0.3% -$950 0.03% 231
2025
Q4 		$313K Sell
9,552
-2,096
-18% -$68.2K 0.03% 218
2025
Q3 		$374K Buy
11,648
+2,539
+28% +$78.6K 0.04% 201
2025
Q2 		$272K Buy
9,109
+4
+0% +$110 0.03% 225
2025
Q1 		$245K Sell
9,105
-10,089
-53% -$287K 0.04% 201
2024
Q4 		$543K Buy
19,194
+2
+0% +$57 0.08% 128
2024
Q3 		$531K Sell
19,192
-144
-0.7% -$3.83K 0.09% 119
2024
Q2 		$506K Sell
19,336
-154
-0.8% -$3.89K 0.09% 113
2024
Q1 		$494K Sell
19,490
-2,574
-12% -$62K 0.1% 114
2023
Q4 		$508K Sell
22,064
-1,404
-6% -$30.2K 0.11% 112
2023
Q3 		$485K Buy
23,468
+1,406
+6% +$30.2K 0.12% 111
2023
Q2 		$472K Buy
22,062
+3,114
+16% +$63K 0.1% 136
2023
Q1 		$375K Sell
18,948
-130,498
-87% -$2.52M 0.12% 107
2022
Q4 		$2.76M Buy
149,446
+130,880
+705% +$2.43M 0.91% 41
2022
Q3 		$321K Hold
18,566
– – 0.12% 106
2022
Q2 		$338K Hold
18,566
– – 0.13% 103
2022
Q1 		$408K Buy
+18,566
New +$403K 0.14% 100

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

Red Door Wealth Management's SCHK Position: Q2 2026 in Review

Red Door Wealth Management reduced its Schwab 1000 Index ETF (SCHK) stake by 0.11% in Q2 2026, selling an estimated $349 and leaving 9,513 shares worth $343K. The position accounts for 0.03% of the portfolio, ranked #233.

Red Door Wealth Management first reported a position in SCHK in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.76M in Q4 2022. 267 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Red Door Wealth Management held 9,513 shares of Schwab 1000 Index ETF worth $343K as of Q2 2026.
  • Red Door Wealth Management sold 10 Schwab 1000 Index ETF shares in Q2 2026, an estimated $349.
  • Schwab 1000 Index ETF made up 0.03% of Red Door Wealth Management's portfolio in Q2 2026, its #233 holding.
  • Red Door Wealth Management first reported a position in Schwab 1000 Index ETF in Q1 2022 and has held it in 18 quarters since.
  • Red Door Wealth Management's Schwab 1000 Index ETF position peaked at $2.76M in Q4 2022.
  • 267 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

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