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VSM Wealth Advisory’s Schwab 1000 Index ETF SCHK Stock Holding History

VSM Wealth Advisory’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 		$14.7K Buy
407
+1
+0.2% +$35 ﹤0.01% 334
2026
Q1 		$12.7K Buy
406
+1
+0.2% +$33 ﹤0.01% 344
2025
Q4 		$13.3K Buy
405
+1
+0.2% +$33 ﹤0.01% 307
2025
Q3 		$13K Buy
404
+2
+0.5% +$62 ﹤0.01% 318
2025
Q2 		$12K Buy
402
+1
+0.2% +$28 ﹤0.01% 360
2025
Q1 		$10.8K Buy
401
+1
+0.3% +$28 ﹤0.01% 338
2024
Q4 		$11.3K Buy
+400
New +$11.4K ﹤0.01% 327

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

VSM Wealth Advisory's SCHK Position: Q2 2026 in Review

VSM Wealth Advisory increased its Schwab 1000 Index ETF (SCHK) stake by 0.25% in Q2 2026, buying an estimated $35 and bringing the position to 407 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

VSM Wealth Advisory first reported a position in SCHK in Q4 2024 and has held it in 7 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • VSM Wealth Advisory held 407 shares of Schwab 1000 Index ETF worth $14.7K as of Q2 2026.
  • VSM Wealth Advisory bought 1 Schwab 1000 Index ETF share in Q2 2026, an estimated $35.
  • Schwab 1000 Index ETF made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #334 holding.
  • VSM Wealth Advisory first reported a position in Schwab 1000 Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.