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Sound Income Strategies’s Schwab 1000 Index ETF SCHK Stock Holding History

Sound Income Strategies’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 		– Sell
-2,009
Closed -$63.4K – 2048
2026
Q1 		$63.4K Buy
2,009
+703
+54% +$23K ﹤0.01% 740
2025
Q4 		$43.6K Sell
1,306
-192
-13% -$6.25K ﹤0.01% 850
2025
Q3 		$48.5K Hold
1,498
– – ﹤0.01% 560
2025
Q2 		$44.7K Buy
1,498
+494
+49% +$13.6K ﹤0.01% 555
2025
Q1 		$27K Buy
+1,004
New +$28.5K ﹤0.01% 654
2024
Q4 		– Sell
-130
Closed -$3.59K – 1533
2024
Q3 		$3.59K Buy
+130
New +$3.46K ﹤0.01% 1019
2024
Q1 		– Sell
-1,858
Closed -$42.8K – 1435
2023
Q4 		$42.8K Buy
+1,858
New +$39.9K ﹤0.01% 438
2021
Q2 		– Sell
-244
Closed -$4.81K – 1015
2021
Q1 		$4.81K Buy
+244
New +$4.71K ﹤0.01% 627

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
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
PWMAI
PENSION & WEALTH MANAGEMENT ADVISORS, INC. Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $284M AUM 24.22% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return
CAAM
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $765M AUM 15.7% 1-Year Est. Return

Sound Income Strategies's SCHK Position: Q2 2026 in Review

Sound Income Strategies sold out of Schwab 1000 Index ETF (SCHK) in Q2 2026, closing a stake of 2,009 shares — an estimated $63.4K sold.

Sound Income Strategies first reported a position in SCHK in Q1 2021 and held it in 8 quarters. The position peaked at $63.4K in Q1 2026. 211 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Sound Income Strategies reported no remaining Schwab 1000 Index ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 2,009 Schwab 1000 Index ETF shares in Q2 2026, an estimated $63.4K.
  • Sound Income Strategies first reported a position in Schwab 1000 Index ETF in Q1 2021 and held it in 8 quarters.
  • Sound Income Strategies's Schwab 1000 Index ETF position peaked at $63.4K in Q1 2026.
  • 211 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.