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Vise Technologies’s Schwab 1000 Index ETF SCHK Stock Holding History

Vise Technologies’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 		$520K Hold
15,839
– – 0.01% 848
2025
Q4 		$520K Sell
15,839
-76
-0.5% -$2.47K 0.01% 853
2025
Q3 		$511K Sell
15,915
-2,153
-12% -$66.6K 0.02% 660
2025
Q2 		$539K Buy
+18,068
New +$498K 0.02% 617
2024
Q4 		$477K Sell
16,834
-434
-3% -$12.4K 0.04% 451
2024
Q3 		$477K Buy
17,268
+2,760
+19% +$73.5K 0.06% 313
2024
Q2 		$380K Buy
14,508
+1,098
+8% +$27.7K 0.07% 274
2024
Q1 		$340K Sell
13,410
-4,124
-24% -$99.3K 0.07% 267
2023
Q4 		$404K Sell
17,534
-450
-3% -$9.67K 0.09% 218
2023
Q3 		$371K Sell
17,984
-280
-2% -$6.01K 0.09% 213
2023
Q2 		$391K Sell
18,264
-5,736
-24% -$116K 0.09% 207
2023
Q1 		$475K Buy
24,000
+11,408
+91% +$220K 0.13% 174
2022
Q4 		$233K Sell
12,592
-8,220
-39% -$153K 0.07% 282
2022
Q3 		$360K Buy
+20,812
New +$400K 0.14% 183

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 $690M AUM 17.95% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Vise Technologies's SCHK Position: Q1 2026 in Review

Vise Technologies held its Schwab 1000 Index ETF (SCHK) position steady in Q1 2026 at 15,839 shares worth $520K. The position accounts for 0.01% of the portfolio, ranked #848.

Vise Technologies first reported a position in SCHK in Q3 2022 and has held it in 14 quarters since. The position peaked at $539K in Q2 2025. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • Vise Technologies held 15,839 shares of Schwab 1000 Index ETF worth $520K as of Q1 2026.
  • Vise Technologies left its Schwab 1000 Index ETF share count unchanged in Q1 2026.
  • Schwab 1000 Index ETF made up 0.01% of Vise Technologies's portfolio in Q1 2026, its #848 holding.
  • Vise Technologies first reported a position in Schwab 1000 Index ETF in Q3 2022 and has held it in 14 quarters since.
  • Vise Technologies's Schwab 1000 Index ETF position peaked at $539K in Q2 2025.
  • 235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.