SFA
SCHK icon

Sequoia Financial Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Sequoia Financial 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
Q2 		$299K Sell
8,278
-1,999
-19% -$69.8K ﹤0.01% 1674
2026
Q1 		$322K Buy
10,277
+2,047
+25% +$67.1K ﹤0.01% 1532
2025
Q4 		$270K Buy
8,230
+2
+0% +$65 ﹤0.01% 1621
2025
Q3 		$264K Sell
8,228
-62
-0.7% -$1.92K ﹤0.01% 1457
2025
Q2 		$247K Buy
8,290
+347
+4% +$9.56K ﹤0.01% 1371
2025
Q1 		$214K Buy
7,943
+224
+3% +$6.36K ﹤0.01% 1235
2024
Q4 		$219K Buy
+7,719
New +$220K ﹤0.01% 1180

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 $1.66B AUM 13.15% 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

Sequoia Financial Advisors's SCHK Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Schwab 1000 Index ETF (SCHK) stake by 19% in Q2 2026, selling an estimated $69.8K and leaving 8,278 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #1674.

Sequoia Financial Advisors first reported a position in SCHK in Q4 2024 and has held it in 7 quarters since. The position peaked at $322K in Q1 2026. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Sequoia Financial Advisors held 8,278 shares of Schwab 1000 Index ETF worth $299K as of Q2 2026.
  • Sequoia Financial Advisors sold 1,999 Schwab 1000 Index ETF shares in Q2 2026, an estimated $69.8K.
  • Schwab 1000 Index ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1674 holding.
  • Sequoia Financial Advisors first reported a position in Schwab 1000 Index ETF in Q4 2024 and has held it in 7 quarters since.
  • Sequoia Financial Advisors's Schwab 1000 Index ETF position peaked at $322K in Q1 2026.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.