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Tower Research Capital (TRC)’s Schwab 1000 Index ETF SCHK Stock Holding History

Tower Research Capital (TRC)’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 		$91.4K Buy
+2,536
New +$88.6K ﹤0.01% 2257
2025
Q4 		– Sell
-22,056
Closed -$708K – 5528
2025
Q3 		$708K Buy
22,056
+22,041
+146,940% +$682K 0.02% 659
2025
Q2 		$447 Sell
15
-9,109
-100% -$251K ﹤0.01% 5022
2025
Q1 		$246K Buy
9,124
+9,017
+8,427% +$256K 0.01% 1253
2024
Q4 		$3.03K Sell
107
-4,023
-97% -$115K ﹤0.01% 4729
2024
Q3 		$114K Buy
4,130
+818
+25% +$21.8K ﹤0.01% 2124
2024
Q2 		$86.7K Sell
3,312
-16,202
-83% -$409K ﹤0.01% 2678
2024
Q1 		$494K Buy
19,514
+19,152
+5,291% +$461K 0.01% 874
2023
Q4 		$8.34K Sell
362
-22,592
-98% -$485K ﹤0.01% 4518
2023
Q3 		$474K Buy
22,954
+6,316
+38% +$136K 0.01% 897
2023
Q2 		$356K Sell
16,638
-46,192
-74% -$935K 0.01% 1196
2023
Q1 		$1.24M Buy
62,830
+19,088
+44% +$369K 0.04% 350
2022
Q4 		$808K Buy
43,742
+22,016
+101% +$409K 0.03% 467
2022
Q3 		$376K Buy
21,726
+21,312
+5,148% +$410K 0.01% 1368
2022
Q2 		$8K Buy
414
+400
+2,857% +$7.94K ﹤0.01% 4703
2022
Q1 		$0 Sell
14
-30,924
-100% -$671K ﹤0.01% 6495
2021
Q4 		$721K Sell
30,938
-27,986
-47% -$635K 0.01% 882
2021
Q3 		$1.25M Buy
58,924
+57,292
+3,511% +$1.25M 0.03% 435
2021
Q2 		$35K Sell
1,632
-23,376
-93% -$485K ﹤0.01% 3332
2021
Q1 		$493K Buy
25,008
+24,794
+11,586% +$479K 0.01% 1253
2020
Q4 		$4K Sell
214
-156
-42% -$2.75K ﹤0.01% 4729
2020
Q3 		$6K Sell
370
-45,956
-99% -$750K ﹤0.01% 4305
2020
Q2 		$703K Buy
46,326
+27,620
+148% +$396K 0.03% 756
2020
Q1 		$234K Sell
18,706
-17,598
-48% -$263K 0.01% 678
2019
Q4 		$573K Buy
36,304
+5,122
+16% +$77.5K 0.05% 228
2019
Q3 		$455K Sell
31,182
-24,392
-44% -$355K 0.03% 604
2019
Q2 		$802K Buy
55,574
+20,008
+56% +$284K 0.05% 328
2019
Q1 		$495K Buy
35,566
+442
+1% +$5.92K 0.03% 608
2018
Q4 		$430K Buy
35,124
+26,278
+297% +$348K 0.03% 461
2018
Q3 		$126K Buy
8,846
+7,520
+567% +$106K 0.01% 1219
2018
Q2 		$18K Buy
+1,326
New +$17.7K ﹤0.01% 2499

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

Tower Research Capital (TRC)'s SCHK Position: Q2 2026 in Review

Tower Research Capital (TRC) opened a new position in Schwab 1000 Index ETF (SCHK) in Q2 2026: 2,536 shares worth $91.4K. The stake represents ﹤0.01% of the portfolio and ranks #2257 among its holdings. This is a return to the name: Tower Research Capital (TRC) previously reported a position in SCHK as recently as Q3 2025.

Tower Research Capital (TRC) first reported a position in SCHK in Q2 2018 and has held it in 31 quarters since. The position peaked at $1.25M in Q3 2021. 267 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Tower Research Capital (TRC) held 2,536 shares of Schwab 1000 Index ETF worth $91.4K as of Q2 2026.
  • Schwab 1000 Index ETF was a new Tower Research Capital (TRC) position in Q2 2026.
  • Schwab 1000 Index ETF made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q2 2026, its #2257 holding.
  • Tower Research Capital (TRC) first reported a position in Schwab 1000 Index ETF in Q2 2018 and has held it in 31 quarters since.
  • Tower Research Capital (TRC)'s Schwab 1000 Index ETF position peaked at $1.25M in Q3 2021.
  • 267 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2026, filed 11 Aug 2026.