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Sanctuary Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Sanctuary Advisors’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
Q1 		$961K Buy
30,659
+498
+2% +$16.3K 0.01% 1357
2025
Q4 		$989K Buy
30,161
+12
+0% +$390 0.01% 1325
2025
Q3 		$968K Buy
30,149
+11
+0% +$340 0.01% 1308
2025
Q2 		$899K Buy
+30,138
New +$831K 0.01% 1280

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Sanctuary Advisors's SCHK Position: Q1 2026 in Review

Sanctuary Advisors increased its Schwab 1000 Index ETF (SCHK) stake by 1.7% in Q1 2026, buying an estimated $16.3K and bringing the position to 30,659 shares worth $961K. The position accounts for 0.01% of the portfolio, ranked #1357.

Sanctuary Advisors first reported a position in SCHK in Q2 2025 and has held it in 4 quarters since. The position peaked at $989K in Q4 2025. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • Sanctuary Advisors held 30,659 shares of Schwab 1000 Index ETF worth $961K as of Q1 2026.
  • Sanctuary Advisors bought 498 Schwab 1000 Index ETF shares in Q1 2026, an estimated $16.3K.
  • Schwab 1000 Index ETF made up 0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #1357 holding.
  • Sanctuary Advisors first reported a position in Schwab 1000 Index ETF in Q2 2025 and has held it in 4 quarters since.
  • Sanctuary Advisors's Schwab 1000 Index ETF position peaked at $989K in Q4 2025.
  • 235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.