SigFig Wealth Management’s Schwab 1000 Index ETF SCHK Stock Holding History

SigFig Wealth Management’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	$1.27M	Sell	35,494 -3,034	-8%	-$106K	0.03%	95
2026 Q1	$1.21M	Buy	38,528 +10,051	+35%	+$329K	0.04%	94
2025 Q4	$934K	Buy	28,477 +2,199	+8%	+$71.6K	0.03%	101
2025 Q3	$841K	Buy	26,278 +111	+0.4%	+$3.44K	0.03%	99
2025 Q2	$776K	Buy	26,167 +7,641	+41%	+$211K	0.03%	102
2025 Q1	$496K	Buy	+18,526	New	+$526K	0.02%	109

Other funds holding SCHK

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

SigFig Wealth Management's SCHK Position: Q2 2026 in Review

SigFig Wealth Management reduced its Schwab 1000 Index ETF (SCHK) stake by 7.9% in Q2 2026, selling an estimated $106K and leaving 35,494 shares worth $1.27M. The position accounts for 0.03% of the portfolio, ranked #95.

SigFig Wealth Management first reported a position in SCHK in Q1 2025 and has held it in 6 quarters since. 267 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

SigFig Wealth Management held 35,494 shares of Schwab 1000 Index ETF worth $1.27M as of Q2 2026.
SigFig Wealth Management sold 3,034 Schwab 1000 Index ETF shares in Q2 2026, an estimated $106K.
Schwab 1000 Index ETF made up 0.03% of SigFig Wealth Management's portfolio in Q2 2026, its #95 holding.
SigFig Wealth Management first reported a position in Schwab 1000 Index ETF in Q1 2025 and has held it in 6 quarters since.
267 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on SigFig Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.