Stifel Financial
SCHK icon

Stifel Financial’s Schwab 1000 Index ETF SCHK Stock Holding History

Stifel Financial’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 		$1.14M Buy
36,295
+2,979
+9% +$97.6K ﹤0.01% 2377
2025
Q4 		$1.09M Buy
33,316
+4,500
+16% +$146K ﹤0.01% 2385
2025
Q3 		$926K Buy
28,816
+3,422
+13% +$106K ﹤0.01% 2438
2025
Q2 		$757K Buy
25,394
+17,906
+239% +$494K ﹤0.01% 2519
2025
Q1 		$202K Buy
+7,488
New +$213K ﹤0.01% 3188

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 $690M AUM 17.95% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Stifel Financial's SCHK Position: Q1 2026 in Review

Stifel Financial increased its Schwab 1000 Index ETF (SCHK) stake by 8.9% in Q1 2026, buying an estimated $97.6K and bringing the position to 36,295 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #2377.

Stifel Financial first reported a position in SCHK in Q1 2025 and has held it in 5 quarters since. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • Stifel Financial held 36,295 shares of Schwab 1000 Index ETF worth $1.14M as of Q1 2026.
  • Stifel Financial bought 2,979 Schwab 1000 Index ETF shares in Q1 2026, an estimated $97.6K.
  • Schwab 1000 Index ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2377 holding.
  • Stifel Financial first reported a position in Schwab 1000 Index ETF in Q1 2025 and has held it in 5 quarters since.
  • 235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.