Sandy Spring Bank’s Schwab 1000 Index ETF SCHK Stock Holding History

Sandy Spring Bank’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 Q1	$41.7K	Buy	1,550 +1	+0.1%	+$28	﹤0.01%	603
2024 Q4	$43.9K	Sell	1,549 -1	-0.1%	-$28	﹤0.01%	607
2024 Q3	$42.8K	Hold	1,550	–	–	﹤0.01%	615
2024 Q2	$40.5K	Buy	1,550 +120	+8%	+$3.03K	﹤0.01%	631
2024 Q1	$36.2K	Buy	1,430 +780	+120%	+$18.8K	﹤0.01%	638
2023 Q4	$15K	Hold	650	–	–	﹤0.01%	757
2023 Q3	$13.4K	Hold	650	–	–	﹤0.01%	769
2023 Q2	$13.9K	Buy	+650	New	+$13.2K	﹤0.01%	776
2020 Q3	–	Sell	-232	Closed	-$4K	–	979
2020 Q2	$4K	Buy	+232	New	+$3.32K	﹤0.01%	786

Other funds holding SCHK

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

WIM

Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PSA

Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

BSTWA

Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return

LWM

Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return

Sandy Spring Bank's SCHK Position: Q1 2025 in Review

Sandy Spring Bank increased its Schwab 1000 Index ETF (SCHK) stake by 0.06% in Q1 2025, buying an estimated $28 and bringing the position to 1,550 shares worth $41.7K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Sandy Spring Bank first reported a position in SCHK in Q2 2020 and has held it in 9 quarters since. The position peaked at $43.9K in Q4 2024. 195 funds tracked by Wall St. Rank hold SCHK as of Q1 2025.

Sandy Spring Bank held 1,550 shares of Schwab 1000 Index ETF worth $41.7K as of Q1 2025.
Sandy Spring Bank bought 1 Schwab 1000 Index ETF share in Q1 2025, an estimated $28.
Schwab 1000 Index ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #603 holding.
Sandy Spring Bank first reported a position in Schwab 1000 Index ETF in Q2 2020 and has held it in 9 quarters since.
Sandy Spring Bank's Schwab 1000 Index ETF position peaked at $43.9K in Q4 2024.
195 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.