Simplex Trading
SCHK icon

Simplex Trading’s Schwab 1000 Index ETF SCHK Stock Holding History

Simplex Trading’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
2025
Q3 		– Sell
-4,140
Closed -$123K – 9937
2025
Q2 		$123K Buy
+4,140
New +$114K ﹤0.01% 5033
2025
Q1 		– Sell
-477
Closed -$13K – 9533
2024
Q4 		$13K Buy
477
+409
+601% +$11.6K ﹤0.01% 7024
2024
Q3 		$1K Buy
68
+48
+240% +$1.28K ﹤0.01% 8263
2024
Q2 		$0 Buy
+20
New +$505 ﹤0.01% 9681
2024
Q1 		– Sell
-200
Closed -$4K – 9752
2023
Q4 		$4K Buy
+200
New +$4.3K ﹤0.01% 8007

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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 $690M AUM 17.95% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return

Simplex Trading's SCHK Position: Q3 2025 in Review

Simplex Trading sold out of Schwab 1000 Index ETF (SCHK) in Q3 2025, closing a stake of 4,140 shares — an estimated $123K sold.

Simplex Trading first reported a position in SCHK in Q4 2023 and held it in 5 quarters. The position peaked at $123K in Q2 2025. 224 funds tracked by Wall St. Rank hold SCHK as of Q3 2025.

  • Simplex Trading reported no remaining Schwab 1000 Index ETF position as of Q3 2025 after selling out during the quarter.
  • Simplex Trading sold 4,140 Schwab 1000 Index ETF shares in Q3 2025, an estimated $123K.
  • Simplex Trading first reported a position in Schwab 1000 Index ETF in Q4 2023 and held it in 5 quarters.
  • Simplex Trading's Schwab 1000 Index ETF position peaked at $123K in Q2 2025.
  • 224 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2025.

Based on Simplex Trading's 13F filing for Q3 2025, filed 12 Nov 2025.