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Stevens Capital Partners’s Schwab 1000 Index ETF SCHK Stock Holding History

Stevens Capital Partners’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
Q1 		$401K Buy
12,796
+37
+0.3% +$1.21K 0.1% 92
2025
Q4 		$418K Buy
12,759
+39
+0.3% +$1.27K 0.11% 81
2025
Q3 		$409K Buy
12,720
+489
+4% +$15.1K 0.12% 75
2025
Q2 		$373K Buy
+12,231
New +$337K 0.13% 67

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.37B AUM 23.84% 1-Year Est. Return

Stevens Capital Partners's SCHK Position: Q1 2026 in Review

Stevens Capital Partners increased its Schwab 1000 Index ETF (SCHK) stake by 0.29% in Q1 2026, buying an estimated $1.21K and bringing the position to 12,796 shares worth $401K. The position accounts for 0.1% of the portfolio, ranked #92.

Stevens Capital Partners first reported a position in SCHK in Q2 2025 and has held it in 4 quarters since. The position peaked at $418K in Q4 2025. 236 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • Stevens Capital Partners held 12,796 shares of Schwab 1000 Index ETF worth $401K as of Q1 2026.
  • Stevens Capital Partners bought 37 Schwab 1000 Index ETF shares in Q1 2026, an estimated $1.21K.
  • Schwab 1000 Index ETF made up 0.1% of Stevens Capital Partners's portfolio in Q1 2026, its #92 holding.
  • Stevens Capital Partners first reported a position in Schwab 1000 Index ETF in Q2 2025 and has held it in 4 quarters since.
  • Stevens Capital Partners's Schwab 1000 Index ETF position peaked at $418K in Q4 2025.
  • 236 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Stevens Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.