SignatureFD’s Schwab 1000 Index ETF SCHK Stock Holding History

SignatureFD’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	$31	Sell	1 -300	-100%	-$10.5K	﹤0.01%	3474
2026 Q1	$9.43K	Hold	301	–	–	﹤0.01%	2546
2025 Q4	$9.87K	Hold	301	–	–	﹤0.01%	2440
2025 Q3	$9.66K	Hold	301	–	–	﹤0.01%	2413
2025 Q2	$8.97K	Hold	301	–	–	﹤0.01%	2389
2025 Q1	$8.1K	Hold	301	–	–	﹤0.01%	2434
2024 Q4	$8.52K	Sell	301 -1	-0.3%	-$28	﹤0.01%	2423
2024 Q3	$8.34K	Buy	302 +2	+0.7%	+$53	﹤0.01%	2403
2024 Q2	$7.85K	Hold	300	–	–	﹤0.01%	2369
2024 Q1	$7.6K	Hold	300	–	–	﹤0.01%	2407
2023 Q4	$6.91K	Hold	300	–	–	﹤0.01%	2406
2023 Q3	$6.2K	Hold	300	–	–	﹤0.01%	2415
2023 Q2	$6.42K	Hold	300	–	–	﹤0.01%	2426
2023 Q1	$5.93K	Buy	+300	New	+$5.8K	﹤0.01%	2444
2020 Q2	–	Sell	-874	Closed	-$11K	–	2646
2020 Q1	$11K	Buy	874 +800	+1,081%	+$12K	﹤0.01%	1446
2019 Q4	$1K	Hold	74	–	–	﹤0.01%	2096
2019 Q3	$1K	Hold	74	–	–	﹤0.01%	2001
2019 Q2	$1K	Buy	+74	New	+$1.05K	﹤0.01%	1935

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

SignatureFD's SCHK Position: Q2 2026 in Review

SignatureFD reduced its Schwab 1000 Index ETF (SCHK) stake by 100% in Q2 2026, selling an estimated $10.5K and leaving 1 share worth $31. The position accounts for ﹤0.01% of the portfolio, ranked #3474.

SignatureFD first reported a position in SCHK in Q2 2019 and has held it in 18 quarters since. The position peaked at $11K in Q1 2020. 83 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

SignatureFD held 1 share of Schwab 1000 Index ETF worth $31 as of Q2 2026.
SignatureFD sold 300 Schwab 1000 Index ETF shares in Q2 2026, an estimated $10.5K.
Schwab 1000 Index ETF made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #3474 holding.
SignatureFD first reported a position in Schwab 1000 Index ETF in Q2 2019 and has held it in 18 quarters since.
SignatureFD's Schwab 1000 Index ETF position peaked at $11K in Q1 2020.
83 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.