SWP
SCHK icon

Strategic Wealth Partners’s Schwab 1000 Index ETF SCHK Stock Holding History

Strategic Wealth 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 		$12.8K Sell
354
-199
-36% -$6.95K ﹤0.01% 865
2026
Q1 		$17.3K Buy
553
+17
+3% +$557 ﹤0.01% 749
2025
Q4 		$17.6K Buy
+536
New +$17.4K ﹤0.01% 729

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

Strategic Wealth Partners's SCHK Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Schwab 1000 Index ETF (SCHK) stake by 36% in Q2 2026, selling an estimated $6.95K and leaving 354 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #865.

Strategic Wealth Partners first reported a position in SCHK in Q4 2025 and has held it in 3 quarters since. The position peaked at $17.6K in Q4 2025. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Strategic Wealth Partners held 354 shares of Schwab 1000 Index ETF worth $12.8K as of Q2 2026.
  • Strategic Wealth Partners sold 199 Schwab 1000 Index ETF shares in Q2 2026, an estimated $6.95K.
  • Schwab 1000 Index ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #865 holding.
  • Strategic Wealth Partners first reported a position in Schwab 1000 Index ETF in Q4 2025 and has held it in 3 quarters since.
  • Strategic Wealth Partners's Schwab 1000 Index ETF position peaked at $17.6K in Q4 2025.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.