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Sterling Investment Advisors (Pennsylvania)’s Schwab 1000 Index ETF SCHK Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$203K Buy
+5,638
New +$197K 0.03% 219
2022
Q3 		– Sell
-1,500
Closed -$27K – 424
2022
Q2 		$27K Hold
1,500
– – 0.01% 295
2022
Q1 		$33K Hold
1,500
– – 0.01% 305
2021
Q4 		$35K Hold
1,500
– – 0.01% 295
2021
Q3 		$32K Buy
1,500
+750
+100% +$16.4K 0.01% 304
2021
Q2 		$16K Hold
750
– – ﹤0.01% 383
2021
Q1 		$15K Buy
+750
New +$14.5K ﹤0.01% 374

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
LWM
Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
OCM
Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s SCHK Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) opened a new position in Schwab 1000 Index ETF (SCHK) in Q2 2026: 5,638 shares worth $203K. The stake represents 0.03% of the portfolio and ranks #219 among its holdings. This is a return to the name: Sterling Investment Advisors (Pennsylvania) previously reported a position in SCHK as recently as Q2 2022.

Sterling Investment Advisors (Pennsylvania) first reported a position in SCHK in Q1 2021 and has held it in 7 quarters since. 122 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 5,638 shares of Schwab 1000 Index ETF worth $203K as of Q2 2026.
  • Schwab 1000 Index ETF was a new Sterling Investment Advisors (Pennsylvania) position in Q2 2026.
  • Schwab 1000 Index ETF made up 0.03% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #219 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Schwab 1000 Index ETF in Q1 2021 and has held it in 7 quarters since.
  • 122 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.