True Vision MN’s Schwab 1000 Index ETF SCHK Stock Holding History

True Vision MN’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	$250K	Sell	7,970 -30	-0.4%	-$983	0.13%	87
2025 Q4	$262K	Hold	8,000	–	–	0.13%	98
2025 Q3	$257K	Hold	8,000	–	–	0.13%	99
2025 Q2	$239K	Hold	8,000	–	–	0.13%	99
2025 Q1	$215K	Hold	8,000	–	–	0.13%	99
2024 Q4	$226K	Hold	8,000	–	–	0.13%	96
2024 Q3	$221K	Hold	8,000	–	–	0.13%	97
2024 Q2	$210K	Buy	+8,000	New	+$202K	0.14%	101

Other funds holding SCHK

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

True Vision MN's SCHK Position: Q1 2026 in Review

True Vision MN reduced its Schwab 1000 Index ETF (SCHK) stake by 0.38% in Q1 2026, selling an estimated $983 and leaving 7,970 shares worth $250K. The position accounts for 0.13% of the portfolio, ranked #87.

True Vision MN first reported a position in SCHK in Q2 2024 and has held it in 8 quarters since. The position peaked at $262K in Q4 2025. 240 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

True Vision MN held 7,970 shares of Schwab 1000 Index ETF worth $250K as of Q1 2026.
True Vision MN sold 30 Schwab 1000 Index ETF shares in Q1 2026, an estimated $983.
Schwab 1000 Index ETF made up 0.13% of True Vision MN's portfolio in Q1 2026, its #87 holding.
True Vision MN first reported a position in Schwab 1000 Index ETF in Q2 2024 and has held it in 8 quarters since.
True Vision MN's Schwab 1000 Index ETF position peaked at $262K in Q4 2025.
240 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on True Vision MN's 13F filing for Q1 2026, filed 16 Apr 2026.