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Strategic Investment Solutions’s Schwab 1000 Index ETF SCHK Stock Holding History

Strategic Investment Solutions’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
2025
Q1 		– Sell
-332
Closed -$9.4K – 671
2024
Q4 		$9.4K Hold
332
– – ﹤0.01% 386
2024
Q3 		$9.18K Buy
+332
New +$8.84K ﹤0.01% 371
2023
Q4 		$7.65K Sell
332
-20,584
-98% -$442K ﹤0.01% 798
2023
Q3 		$449K Buy
20,916
+20,584
+6,200% +$442K 0.01% 408
2023
Q2 		$6.75K Hold
332
– – ﹤0.01% 611
2023
Q1 		$6.57K Buy
+332
New +$6.41K ﹤0.01% 715

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return

Strategic Investment Solutions's SCHK Position: Q1 2025 in Review

Strategic Investment Solutions sold out of Schwab 1000 Index ETF (SCHK) in Q1 2025, closing a stake of 332 shares — an estimated $9.4K sold.

Strategic Investment Solutions first reported a position in SCHK in Q1 2023 and held it in 6 quarters. The position peaked at $449K in Q3 2023. 196 funds tracked by Wall St. Rank hold SCHK as of Q1 2025.

  • Strategic Investment Solutions reported no remaining Schwab 1000 Index ETF position as of Q1 2025 after selling out during the quarter.
  • Strategic Investment Solutions sold 332 Schwab 1000 Index ETF shares in Q1 2025, an estimated $9.4K.
  • Strategic Investment Solutions first reported a position in Schwab 1000 Index ETF in Q1 2023 and held it in 6 quarters.
  • Strategic Investment Solutions's Schwab 1000 Index ETF position peaked at $449K in Q3 2023.
  • 196 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2025.

Based on Strategic Investment Solutions's 13F filing for Q1 2025, filed 9 May 2025.