Truist Financial
SCHK icon

Truist Financial’s Schwab 1000 Index ETF SCHK Stock Holding History

Truist Financial’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 		$469K Buy
13,005
+32
+0.2% +$1.12K ﹤0.01% 2246
2026
Q1 		$406K Buy
+12,973
New +$425K ﹤0.01% 2197
2022
Q2 		– Sell
-15,230
Closed -$335K – 2757
2022
Q1 		$335K Buy
+15,230
New +$330K ﹤0.01% 2250

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

Truist Financial's SCHK Position: Q2 2026 in Review

Truist Financial increased its Schwab 1000 Index ETF (SCHK) stake by 0.25% in Q2 2026, buying an estimated $1.12K and bringing the position to 13,005 shares worth $469K. The position accounts for ﹤0.01% of the portfolio, ranked #2246.

Truist Financial first reported a position in SCHK in Q1 2022 and has held it in 3 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Truist Financial held 13,005 shares of Schwab 1000 Index ETF worth $469K as of Q2 2026.
  • Truist Financial bought 32 Schwab 1000 Index ETF shares in Q2 2026, an estimated $1.12K.
  • Schwab 1000 Index ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2246 holding.
  • Truist Financial first reported a position in Schwab 1000 Index ETF in Q1 2022 and has held it in 3 quarters since.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.