Venture Visionary Partners’s Schwab 1000 Index ETF SCHK Stock Holding History

Venture Visionary Partners’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 Q4	–	Sell	-7,303	Closed	-$235K	–	700
2025 Q3	$235K	Hold	7,303	–	–	0.01%	556
2025 Q2	$218K	Buy	+7,303	New	+$201K	0.01%	550
2025 Q1	–	Sell	-7,303	Closed	-$207K	–	599
2024 Q4	$207K	Sell	7,303 -315	-4%	-$8.97K	0.01%	516
2024 Q3	$211K	Sell	7,618 -500	-6%	-$13.3K	0.01%	514
2024 Q2	$212K	Hold	8,118	–	–	0.01%	516
2024 Q1	$206K	Buy	+8,118	New	+$195K	0.01%	515
2022 Q3	–	Sell	-8,058	Closed	-$147K	–	1339
2022 Q2	$147K	Buy	+8,058	New	+$160K	0.01%	511

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 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

Venture Visionary Partners's SCHK Position: Q4 2025 in Review

Venture Visionary Partners sold out of Schwab 1000 Index ETF (SCHK) in Q4 2025, closing a stake of 7,303 shares — an estimated $235K sold.

Venture Visionary Partners first reported a position in SCHK in Q2 2022 and held it in 7 quarters. The position peaked at $235K in Q3 2025. 235 funds tracked by Wall St. Rank hold SCHK as of Q4 2025.

Venture Visionary Partners reported no remaining Schwab 1000 Index ETF position as of Q4 2025 after selling out during the quarter.
Venture Visionary Partners sold 7,303 Schwab 1000 Index ETF shares in Q4 2025, an estimated $235K.
Venture Visionary Partners first reported a position in Schwab 1000 Index ETF in Q2 2022 and held it in 7 quarters.
Venture Visionary Partners's Schwab 1000 Index ETF position peaked at $235K in Q3 2025.
235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q4 2025.

Based on Venture Visionary Partners's 13F filing for Q4 2025, filed 13 Feb 2026.