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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
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.37B AUM 23.84% 1-Year Est. Return

Vestia Personal Wealth Advisors's SCHK Position: Q1 2026 in Review

Vestia Personal Wealth Advisors reduced its Schwab 1000 Index ETF (SCHK) stake by 1.3% in Q1 2026, selling an estimated $3.28K and leaving 7,760 shares worth $243K. 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 8 quarters since. The position peaked at $260K in Q4 2025. 236 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • Vestia Personal Wealth Advisors held 7,760 shares of Schwab 1000 Index ETF worth $243K as of Q1 2026.
  • Vestia Personal Wealth Advisors sold 100 Schwab 1000 Index ETF shares in Q1 2026, an estimated $3.28K.
  • Schwab 1000 Index ETF made up 0.11% of Vestia Personal Wealth Advisors's portfolio in Q1 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 8 quarters since.
  • Vestia Personal Wealth Advisors's Schwab 1000 Index ETF position peaked at $260K in Q4 2025.
  • 236 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.