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Stratos Wealth Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Stratos Wealth Advisors’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 		$454K Sell
14,476
-1,634
-10% -$53.5K 0.03% 404
2025
Q4 		$528K Sell
16,110
-162
-1% -$5.27K 0.03% 422
2025
Q3 		$523K Sell
16,272
-903
-5% -$27.9K 0.03% 459
2025
Q2 		$512K Sell
17,175
-774
-4% -$21.3K 0.03% 448
2025
Q1 		$483K Sell
17,949
-117
-0.6% -$3.32K 0.03% 438
2024
Q4 		$511K Sell
18,066
-1,358
-7% -$38.7K 0.02% 467
2024
Q3 		$537K Buy
19,424
+526
+3% +$14K 0.02% 485
2024
Q2 		$495K Sell
18,898
-1,132
-6% -$28.6K 0.02% 476
2024
Q1 		$507K Sell
20,030
-238
-1% -$5.73K 0.03% 455
2023
Q4 		$467K Buy
20,268
+2,052
+11% +$44.1K 0.03% 474
2023
Q3 		$376K Buy
18,216
+48
+0.3% +$1.03K 0.02% 479
2023
Q2 		$389K Buy
18,168
+48
+0.3% +$971 0.03% 466
2023
Q1 		$358K Sell
18,120
-4,938
-21% -$95.4K 0.03% 468
2022
Q4 		$426K Sell
23,058
-13,020
-36% -$242K 0.04% 427
2022
Q3 		$624K Buy
36,078
+13,244
+58% +$255K 0.07% 317
2022
Q2 		$416K Buy
22,834
+3,374
+17% +$67K 0.04% 391
2022
Q1 		$428K Sell
19,460
-1,466
-7% -$31.8K 0.03% 401
2021
Q4 		$487K Buy
20,926
+44
+0.2% +$998 0.04% 399
2021
Q3 		$445K Sell
20,882
-2,242
-10% -$49.1K 0.04% 385
2021
Q2 		$493K Buy
23,124
+1,274
+6% +$26.4K 0.04% 358
2021
Q1 		$431K Sell
21,850
-534
-2% -$10.3K 0.05% 337
2020
Q4 		$418K Sell
22,384
-5,658
-20% -$99.7K 0.06% 273
2020
Q3 		$462K Buy
28,042
+884
+3% +$14.4K 0.11% 192
2020
Q2 		$412K Buy
27,158
+3,354
+14% +$48K 0.13% 162
2020
Q1 		$298K Sell
23,804
-1,512
-6% -$22.6K 0.21% 111
2019
Q4 		$400K Sell
25,316
-2,114
-8% -$32K 0.23% 98
2019
Q3 		$400K Sell
27,430
-4,280
-13% -$62.3K 0.15% 143
2019
Q2 		$458K Buy
31,710
+10,124
+47% +$144K 0.18% 123
2019
Q1 		$300K Buy
21,586
+282
+1% +$3.77K 0.16% 157
2018
Q4 		$261K Buy
+21,304
New +$282K 0.17% 153

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

Stratos Wealth Advisors's SCHK Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its Schwab 1000 Index ETF (SCHK) stake by 10% in Q1 2026, selling an estimated $53.5K and leaving 14,476 shares worth $454K. The position accounts for 0.03% of the portfolio, ranked #404.

Stratos Wealth Advisors first reported a position in SCHK in Q4 2018 and has held it in 30 quarters since. The position peaked at $624K in Q3 2022. 236 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • Stratos Wealth Advisors held 14,476 shares of Schwab 1000 Index ETF worth $454K as of Q1 2026.
  • Stratos Wealth Advisors sold 1,634 Schwab 1000 Index ETF shares in Q1 2026, an estimated $53.5K.
  • Schwab 1000 Index ETF made up 0.03% of Stratos Wealth Advisors's portfolio in Q1 2026, its #404 holding.
  • Stratos Wealth Advisors first reported a position in Schwab 1000 Index ETF in Q4 2018 and has held it in 30 quarters since.
  • Stratos Wealth Advisors's Schwab 1000 Index ETF position peaked at $624K in Q3 2022.
  • 236 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.