Sherrill & Hutchins Financial Advisory’s Schwab 1000 Index ETF SCHK Stock Holding History

Sherrill & Hutchins Financial Advisory’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	$1.67M	Buy	46,325 +9	+0%	+$314	0.8%	7
2026 Q1	$1.45M	Buy	46,316 +134	+0.3%	+$4.39K	0.86%	6
2025 Q4	$1.51M	Buy	46,182 +149	+0.3%	+$4.85K	1.07%	5
2025 Q3	$1.48M	Buy	46,033 +9,349	+25%	+$289K	1.07%	5
2025 Q2	$1.09M	Hold	36,684	–	–	0.85%	5
2025 Q1	$988K	Hold	36,684	–	–	0.84%	5
2024 Q4	$1.04M	Sell	36,684 -916	-2%	-$26.1K	0.92%	4
2024 Q3	$1.04M	Hold	37,600	–	–	0.9%	4
2024 Q2	$984K	Hold	37,600	–	–	0.89%	4
2024 Q1	$953K	Hold	37,600	–	–	0.87%	4
2023 Q4	$866K	Buy	+37,600	New	+$808K	0.81%	4

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

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

LWM

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

BSTWA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DACG

Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 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

Sherrill & Hutchins Financial Advisory's SCHK Position: Q2 2026 in Review

Sherrill & Hutchins Financial Advisory increased its Schwab 1000 Index ETF (SCHK) stake by 0.02% in Q2 2026, buying an estimated $314 and bringing the position to 46,325 shares worth $1.67M. The position accounts for 0.8% of the portfolio, ranked #7.

Sherrill & Hutchins Financial Advisory first reported a position in SCHK in Q4 2023 and has held it in 11 quarters since. 107 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

Sherrill & Hutchins Financial Advisory held 46,325 shares of Schwab 1000 Index ETF worth $1.67M as of Q2 2026.
Sherrill & Hutchins Financial Advisory bought 9 Schwab 1000 Index ETF shares in Q2 2026, an estimated $314.
Schwab 1000 Index ETF made up 0.8% of Sherrill & Hutchins Financial Advisory's portfolio in Q2 2026, its #7 holding.
Sherrill & Hutchins Financial Advisory first reported a position in Schwab 1000 Index ETF in Q4 2023 and has held it in 11 quarters since.
107 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Sherrill & Hutchins Financial Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.