Signature Estate & Investment Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Signature Estate & Investment 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	$3.38M	Sell	93,749 -124,078	-57%	-$4.33M	0.06%	132
2026 Q1	$6.82M	Buy	217,827 +12,258	+6%	+$402K	0.14%	78
2025 Q4	$6.74M	Sell	205,569 -2,554	-1%	-$83.1K	0.14%	78
2025 Q3	$6.68M	Buy	208,123 +6,320	+3%	+$196K	0.14%	78
2025 Q2	$6.02M	Buy	201,803 +1,626	+0.8%	+$44.8K	0.14%	77
2025 Q1	$5.39M	Buy	200,177 +1,025	+0.5%	+$29.1K	0.14%	76
2024 Q4	$5.64M	Sell	199,152 -292	-0.1%	-$8.31K	0.14%	68
2024 Q3	$5.51M	Buy	199,444 +318	+0.2%	+$8.46K	0.13%	66
2024 Q2	$5.21M	Buy	+199,126	New	+$5.03M	0.13%	69

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

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

PWMAI

PENSION & WEALTH MANAGEMENT ADVISORS, INC. Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return

LWM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BSTWA

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Signature Estate & Investment Advisors's SCHK Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Schwab 1000 Index ETF (SCHK) stake by 57% in Q2 2026, selling an estimated $4.33M and leaving 93,749 shares worth $3.38M. The position accounts for 0.06% of the portfolio, ranked #132.

Signature Estate & Investment Advisors first reported a position in SCHK in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.82M in Q1 2026. 164 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

Signature Estate & Investment Advisors held 93,749 shares of Schwab 1000 Index ETF worth $3.38M as of Q2 2026.
Signature Estate & Investment Advisors sold 124,078 Schwab 1000 Index ETF shares in Q2 2026, an estimated $4.33M.
Schwab 1000 Index ETF made up 0.06% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #132 holding.
Signature Estate & Investment Advisors first reported a position in Schwab 1000 Index ETF in Q2 2024 and has held it in 9 quarters since.
Signature Estate & Investment Advisors's Schwab 1000 Index ETF position peaked at $6.82M in Q1 2026.
164 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.