RDWM
SCHK icon

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

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
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 $59.6B AUM 29.42% 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
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return