SGK
SCHK icon

Steigerwald Gordon & Koch’s Schwab 1000 Index ETF SCHK Stock Holding History

Steigerwald Gordon & Koch’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 		$36.1K Hold
1,000
– – ﹤0.01% 353
2026
Q1 		$31.3K Hold
1,000
– – ﹤0.01% 367
2025
Q4 		$32.8K Hold
1,000
– – ﹤0.01% 370
2025
Q3 		$32.1K Buy
+1,000
New +$31K ﹤0.01% 359

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 $1.66B AUM 13.15% 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

Steigerwald Gordon & Koch's SCHK Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its Schwab 1000 Index ETF (SCHK) position steady in Q2 2026 at 1,000 shares worth $36.1K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

Steigerwald Gordon & Koch first reported a position in SCHK in Q3 2025 and has held it in 4 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Steigerwald Gordon & Koch held 1,000 shares of Schwab 1000 Index ETF worth $36.1K as of Q2 2026.
  • Steigerwald Gordon & Koch left its Schwab 1000 Index ETF share count unchanged in Q2 2026.
  • Schwab 1000 Index ETF made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #353 holding.
  • Steigerwald Gordon & Koch first reported a position in Schwab 1000 Index ETF in Q3 2025 and has held it in 4 quarters since.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.