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
2026
Q2 		$8.15K Buy
+226
New +$7.89K ﹤0.01% 7844
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 $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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Creative Planning
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
WA
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Simplex Trading's SCHK Position: Q2 2026 in Review

Simplex Trading opened a new position in Schwab 1000 Index ETF (SCHK) in Q2 2026: 226 shares worth $8.15K. The stake represents ﹤0.01% of the portfolio and ranks #7844 among its holdings. This is a return to the name: Simplex Trading previously reported a position in SCHK as recently as Q2 2025.

Simplex Trading first reported a position in SCHK in Q4 2023 and has held it in 6 quarters since. The position peaked at $123K in Q2 2025. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Simplex Trading held 226 shares of Schwab 1000 Index ETF worth $8.15K as of Q2 2026.
  • Schwab 1000 Index ETF was a new Simplex Trading position in Q2 2026.
  • Schwab 1000 Index ETF made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #7844 holding.
  • Simplex Trading first reported a position in Schwab 1000 Index ETF in Q4 2023 and has held it in 6 quarters since.
  • Simplex Trading's Schwab 1000 Index ETF position peaked at $123K in Q2 2025.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.