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

Visionary 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 		$3.7M Buy
102,670
+30,162
+42% +$1.05M 0.15% 151
2026
Q1 		$2.27M Buy
72,508
+40,915
+130% +$1.34M 0.1% 186
2025
Q4 		$1.04M Buy
31,593
+4,079
+15% +$133K 0.05% 266
2025
Q3 		$884K Sell
27,514
-570
-2% -$17.6K 0.04% 293
2025
Q2 		$837K Sell
28,084
-311
-1% -$8.57K 0.04% 297
2025
Q1 		$764K Sell
28,395
-570
-2% -$16.2K 0.05% 288
2024
Q4 		$820K Sell
28,965
-961
-3% -$27.4K 0.05% 285
2024
Q3 		$827K Sell
29,926
-810
-3% -$21.6K 0.05% 277
2024
Q2 		$804K Sell
30,736
-496
-2% -$12.5K 0.05% 264
2024
Q1 		$791K Buy
31,232
+1,186
+4% +$28.6K 0.05% 261
2023
Q4 		$692K Sell
30,046
-612
-2% -$13.2K 0.05% 268
2023
Q3 		$633K Sell
30,658
-302
-1% -$6.49K 0.05% 262
2023
Q2 		$662K Sell
30,960
-116
-0.4% -$2.35K 0.05% 253
2023
Q1 		$615K Buy
31,076
+74
+0.2% +$1.43K 0.05% 253
2022
Q4 		$572K Buy
31,002
+284
+0.9% +$5.28K 0.05% 222
2022
Q3 		$532K Sell
30,718
-120
-0.4% -$2.31K 0.06% 217
2022
Q2 		$562K Sell
30,838
-1,890
-6% -$37.5K 0.05% 226
2022
Q1 		$720K Buy
32,728
+676
+2% +$14.7K 0.06% 205
2021
Q4 		$746K Sell
32,052
-322
-1% -$7.3K 0.06% 185
2021
Q3 		$690K Sell
32,374
-4,498
-12% -$98.5K 0.07% 162
2021
Q2 		$786K Buy
36,872
+15,194
+70% +$315K 0.08% 157
2021
Q1 		$427K Buy
+21,678
New +$418K 0.04% 212

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

Visionary Wealth Advisors's SCHK Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Schwab 1000 Index ETF (SCHK) stake by 42% in Q2 2026, buying an estimated $1.05M and bringing the position to 102,670 shares worth $3.7M. The position accounts for 0.15% of the portfolio, ranked #151.

Visionary Wealth Advisors first reported a position in SCHK in Q1 2021 and has held it in 22 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Visionary Wealth Advisors held 102,670 shares of Schwab 1000 Index ETF worth $3.7M as of Q2 2026.
  • Visionary Wealth Advisors bought 30,162 Schwab 1000 Index ETF shares in Q2 2026, an estimated $1.05M.
  • Schwab 1000 Index ETF made up 0.15% of Visionary Wealth Advisors's portfolio in Q2 2026, its #151 holding.
  • Visionary Wealth Advisors first reported a position in Schwab 1000 Index ETF in Q1 2021 and has held it in 22 quarters since.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

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