RF
SCHK icon

Robinswood Financial’s Schwab 1000 Index ETF SCHK Stock Holding History

Robinswood Financial’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 		$97 Hold
2
– – ﹤0.01% 424
2026
Q1 		$84 Hold
2
– – ﹤0.01% 419
2025
Q4 		$88 Hold
2
– – ﹤0.01% 394
2025
Q3 		$86 Hold
2
– – ﹤0.01% 380
2025
Q2 		$79 Hold
2
– – ﹤0.01% 387
2025
Q1 		$71 Hold
2
– – ﹤0.01% 392
2024
Q4 		$75 Hold
2
– – ﹤0.01% 343
2024
Q3 		$91 Sell
2
-1,034
-100% -$27.5K ﹤0.01% 352
2024
Q2 		$27.1K Buy
+1,036
New +$26.2K 0.01% 160

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