SMI Advisory Services’s Schwab 1000 Index ETF SCHK Stock Holding History

SMI Advisory Services’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 Q3	$693K	Sell	18,520 -189	-1%	-$6.92K	0.11%	33
2026 Q2	$679K	Sell	18,709 -444	-2%	-$15.5K	0.11%	32
2026 Q1	$608K	Sell	19,153 -421	-2%	-$13.8K	0.1%	37
2025 Q4	$656K	Sell	19,574 -11	-0.1%	-$358	0.11%	32
2025 Q3	$632K	Sell	19,585 -48	-0.2%	-$1.49K	0.12%	29
2025 Q2	$592K	Buy	19,633 +2	+0%	+$55	0.11%	28
2025 Q1	$477K	Sell	19,631 -416	-2%	-$11.8K	0.11%	21
2024 Q4	$564K	Sell	20,047 -457	-2%	-$13K	0.13%	37
2024 Q3	$566K	Sell	20,504 -666	-3%	-$17.7K	0.13%	39
2024 Q2	$564K	Buy	21,170 +260	+1%	+$6.57K	0.14%	41
2024 Q1	$525K	Sell	20,910 -3,282	-14%	-$79K	0.15%	50
2023 Q4	$558K	Sell	24,192 -38	-0.2%	-$817	0.14%	30
2023 Q3	$513K	Buy	+24,230	New	+$520K	0.19%	31
2023 Q1	$427K	Hold	23,148	–	–	0.14%	33
2022 Q4	$401K	Hold	23,148	–	–	0.13%	34
2022 Q3	$401K	Buy	+23,148	New	+$445K	0.13%	34

Other funds holding SCHK

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

LWM

Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Orser Capital Management Southlake, Texas $176M AUM 23.16% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

SMI Advisory Services's SCHK Position: Q3 2026 in Review

SMI Advisory Services reduced its Schwab 1000 Index ETF (SCHK) stake by 1% in Q3 2026, selling an estimated $6.92K and leaving 18,520 shares worth $693K. The position accounts for 0.11% of the portfolio, ranked #33.

SMI Advisory Services first reported a position in SCHK in Q3 2022 and has held it in 16 quarters since. 80 funds tracked by Wall St. Rank hold SCHK as of Q3 2026.

SMI Advisory Services held 18,520 shares of Schwab 1000 Index ETF worth $693K as of Q3 2026.
SMI Advisory Services sold 189 Schwab 1000 Index ETF shares in Q3 2026, an estimated $6.92K.
Schwab 1000 Index ETF made up 0.11% of SMI Advisory Services's portfolio in Q3 2026, its #33 holding.
SMI Advisory Services first reported a position in Schwab 1000 Index ETF in Q3 2022 and has held it in 16 quarters since.
80 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2026.

Based on SMI Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.