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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
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

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

SMI Advisory Services's SCHK Position: Q2 2026 in Review

SMI Advisory Services reduced its Schwab 1000 Index ETF (SCHK) stake by 2.3% in Q2 2026, selling an estimated $15.5K and leaving 18,709 shares worth $679K. The position accounts for 0.11% of the portfolio, ranked #32.

SMI Advisory Services first reported a position in SCHK in Q3 2022 and has held it in 15 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • SMI Advisory Services held 18,709 shares of Schwab 1000 Index ETF worth $679K as of Q2 2026.
  • SMI Advisory Services sold 444 Schwab 1000 Index ETF shares in Q2 2026, an estimated $15.5K.
  • Schwab 1000 Index ETF made up 0.11% of SMI Advisory Services's portfolio in Q2 2026, its #32 holding.
  • SMI Advisory Services first reported a position in Schwab 1000 Index ETF in Q3 2022 and has held it in 15 quarters since.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on SMI Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.