Vestia Personal Wealth Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Vestia Personal Wealth Advisors’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	$276K	Sell	7,661 -99	-1%	-$3.46K	0.11%	91
2026 Q1	$243K	Sell	7,760 -100	-1%	-$3.28K	0.11%	91
2025 Q4	$260K	Hold	7,860	–	–	0.13%	84
2025 Q3	$252K	Sell	7,860 -182	-2%	-$5.63K	0.15%	85
2025 Q2	$240K	Sell	8,042 -73	-0.9%	-$2.01K	0.16%	87
2025 Q1	$218K	Sell	8,115 -110	-1%	-$3.12K	0.17%	83
2024 Q4	$233K	Sell	8,225 -97	-1%	-$2.76K	0.19%	81
2024 Q3	$230K	Sell	8,322 -74	-0.9%	-$1.97K	0.22%	70
2024 Q2	$220K	Buy	+8,396	New	+$212K	0.23%	66

Other funds holding SCHK

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 San Francisco, California $751B AUM 38.74% 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

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

Vestia Personal Wealth Advisors's SCHK Position: Q2 2026 in Review

Vestia Personal Wealth Advisors reduced its Schwab 1000 Index ETF (SCHK) stake by 1.3% in Q2 2026, selling an estimated $3.46K and leaving 7,661 shares worth $276K. The position accounts for 0.11% of the portfolio, ranked #91.

Vestia Personal Wealth Advisors first reported a position in SCHK in Q2 2024 and has held it in 9 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

Vestia Personal Wealth Advisors held 7,661 shares of Schwab 1000 Index ETF worth $276K as of Q2 2026.
Vestia Personal Wealth Advisors sold 99 Schwab 1000 Index ETF shares in Q2 2026, an estimated $3.46K.
Schwab 1000 Index ETF made up 0.11% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #91 holding.
Vestia Personal Wealth Advisors first reported a position in Schwab 1000 Index ETF in Q2 2024 and has held it in 9 quarters since.
268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.