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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
Q2 		$299K Sell
8,300
-4,496
-35% -$157K 0.06% 123
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 $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

Stevens Capital Partners's SCHK Position: Q2 2026 in Review

Stevens Capital Partners reduced its Schwab 1000 Index ETF (SCHK) stake by 35% in Q2 2026, selling an estimated $157K and leaving 8,300 shares worth $299K. The position accounts for 0.06% of the portfolio, ranked #123.

Stevens Capital Partners first reported a position in SCHK in Q2 2025 and has held it in 5 quarters since. The position peaked at $418K in Q4 2025. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Stevens Capital Partners held 8,300 shares of Schwab 1000 Index ETF worth $299K as of Q2 2026.
  • Stevens Capital Partners sold 4,496 Schwab 1000 Index ETF shares in Q2 2026, an estimated $157K.
  • Schwab 1000 Index ETF made up 0.06% of Stevens Capital Partners's portfolio in Q2 2026, its #123 holding.
  • Stevens Capital Partners first reported a position in Schwab 1000 Index ETF in Q2 2025 and has held it in 5 quarters since.
  • Stevens Capital Partners's Schwab 1000 Index ETF position peaked at $418K in Q4 2025.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Stevens Capital Partners's 13F filing for Q2 2026, filed 10 Aug 2026.