Thomasville National Bank’s Schwab 1000 Index ETF SCHK Stock Holding History

Thomasville National Bank’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	-7,100	Closed	-$201K	–	241
2024 Q4	$201K	Sell	7,100 -180	-2%	-$5.12K	0.01%	228
2024 Q3	$201K	Sell	7,280 -1,160	-14%	-$30.9K	0.01%	230
2024 Q2	$221K	Hold	8,440	–	–	0.02%	220
2024 Q1	$214K	Sell	8,440 -560	-6%	-$13.5K	0.02%	226
2023 Q4	$207K	Buy	+9,000	New	+$193K	0.02%	224
2022 Q3	–	Sell	-11,000	Closed	-$201K	–	209
2022 Q2	$201K	Hold	11,000	–	–	0.02%	202
2022 Q1	$242K	Hold	11,000	–	–	0.02%	199
2021 Q4	$256K	Hold	11,000	–	–	0.02%	201
2021 Q3	$234K	Hold	11,000	–	–	0.02%	194
2021 Q2	$235K	Buy	+11,000	New	+$228K	0.02%	194
2021 Q1	–	Sell	-11,000	Closed	-$205K	–	204
2020 Q4	$205K	Sell	11,000 -2,954	-21%	-$52K	0.03%	192
2020 Q3	$230K	Hold	13,954	–	–	0.03%	174
2020 Q2	$212K	Hold	13,954	–	–	0.03%	179
2020 Q1	$203K	Hold	13,954	–	–	0.03%	187
2019 Q4	$220K	Hold	13,954	–	–	0.03%	180
2019 Q3	$203K	Hold	13,954	–	–	0.03%	187
2019 Q2	$201K	Buy	+13,954	New	+$198K	0.03%	188

Other funds holding SCHK

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

WIM

Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PSA

Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

BSTWA

Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return

LWM

Lighthouse Wealth Management Ashland, Ohio $147M AUM 15.07% 1-Year Est. Return

Thomasville National Bank's SCHK Position: Q1 2025 in Review

Thomasville National Bank sold out of Schwab 1000 Index ETF (SCHK) in Q1 2025, closing a stake of 7,100 shares — an estimated $201K sold.

Thomasville National Bank first reported a position in SCHK in Q2 2019 and held it in 17 quarters. The position peaked at $256K in Q4 2021. 195 funds tracked by Wall St. Rank hold SCHK as of Q1 2025.

Thomasville National Bank reported no remaining Schwab 1000 Index ETF position as of Q1 2025 after selling out during the quarter.
Thomasville National Bank sold 7,100 Schwab 1000 Index ETF shares in Q1 2025, an estimated $201K.
Thomasville National Bank first reported a position in Schwab 1000 Index ETF in Q2 2019 and held it in 17 quarters.
Thomasville National Bank's Schwab 1000 Index ETF position peaked at $256K in Q4 2021.
195 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2025.

Based on Thomasville National Bank's 13F filing for Q1 2025, filed 16 Apr 2025.