Waldron Private Wealth’s Schwab 1000 Index ETF SCHK Stock Holding History

Waldron Private Wealth’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	$577K	Buy	+16,000	New	+$559K	0.02%	207

Other funds holding SCHK

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Waldron Private Wealth's SCHK Position: Q2 2026 in Review

Waldron Private Wealth opened a new position in Schwab 1000 Index ETF (SCHK) in Q2 2026: 16,000 shares worth $577K. The stake represents 0.02% of the portfolio and ranks #207 among its holdings.

60 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

Waldron Private Wealth held 16,000 shares of Schwab 1000 Index ETF worth $577K as of Q2 2026.
Schwab 1000 Index ETF was a new Waldron Private Wealth position in Q2 2026.
Schwab 1000 Index ETF made up 0.02% of Waldron Private Wealth's portfolio in Q2 2026, its #207 holding.
60 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.