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TD Capital Management’s Schwab 1000 Index ETF SCHK Stock Holding History

TD Capital Management’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 		$82.3K Sell
2,283
-1,736
-43% -$60.6K 0.01% 195
2026
Q1 		$126K Buy
4,019
+12
+0.3% +$393 0.01% 165
2025
Q4 		$131K Sell
4,007
-934
-19% -$30.4K 0.01% 158
2025
Q3 		$159K Buy
4,941
+14
+0.3% +$433 0.01% 137
2025
Q2 		$147K Buy
4,927
+14
+0.3% +$386 0.01% 140
2025
Q1 		$132K Buy
4,913
+15
+0.3% +$426 0.01% 133
2024
Q4 		$139K Sell
4,898
-164
-3% -$4.67K 0.01% 132
2024
Q3 		$140K Buy
5,062
+30
+0.6% +$799 0.01% 130
2024
Q2 		$132K Hold
5,032
– – 0.01% 126
2024
Q1 		$127K Buy
5,032
+16
+0.3% +$385 0.01% 130
2023
Q4 		$116K Buy
5,016
+1,172
+30% +$25.2K 0.01% 128
2023
Q3 		$79.4K Buy
3,844
+548
+17% +$11.8K 0.01% 142
2023
Q2 		$70.5K Buy
3,296
+12
+0.4% +$243 0.01% 153
2023
Q1 		$64.9K Buy
3,284
+14
+0.4% +$270 0.01% 158
2022
Q4 		$60.4K Buy
3,270
+14
+0.4% +$260 0.01% 154
2022
Q3 		$56K Buy
+3,256
New +$62.6K 0.01% 154
2022
Q1 		– Sell
-174
Closed -$4K – 296
2021
Q4 		$4K Hold
174
– – ﹤0.01% 327
2021
Q3 		$4K Buy
174
+2
+1% +$44 ﹤0.01% 308
2021
Q2 		$4K Buy
+172
New +$3.57K ﹤0.01% 299

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

TD Capital Management's SCHK Position: Q2 2026 in Review

TD Capital Management reduced its Schwab 1000 Index ETF (SCHK) stake by 43% in Q2 2026, selling an estimated $60.6K and leaving 2,283 shares worth $82.3K. The position accounts for 0.01% of the portfolio, ranked #195.

TD Capital Management first reported a position in SCHK in Q2 2021 and has held it in 19 quarters since. The position peaked at $159K in Q3 2025. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • TD Capital Management held 2,283 shares of Schwab 1000 Index ETF worth $82.3K as of Q2 2026.
  • TD Capital Management sold 1,736 Schwab 1000 Index ETF shares in Q2 2026, an estimated $60.6K.
  • Schwab 1000 Index ETF made up 0.01% of TD Capital Management's portfolio in Q2 2026, its #195 holding.
  • TD Capital Management first reported a position in Schwab 1000 Index ETF in Q2 2021 and has held it in 19 quarters since.
  • TD Capital Management's Schwab 1000 Index ETF position peaked at $159K in Q3 2025.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.