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Waverly Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Waverly 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 		$481K Sell
15,341
-1,242
-7% -$40.7K ﹤0.01% 1110
2025
Q4 		$544K Buy
16,583
+3,882
+31% +$126K ﹤0.01% 975
2025
Q3 		$408K Buy
12,701
+1,270
+11% +$39.3K ﹤0.01% 925
2025
Q2 		$341K Sell
11,431
-344
-3% -$9.48K ﹤0.01% 923
2025
Q1 		$317K Buy
+11,775
New +$334K ﹤0.01% 906

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

Waverly Advisors's SCHK Position: Q1 2026 in Review

Waverly Advisors reduced its Schwab 1000 Index ETF (SCHK) stake by 7.5% in Q1 2026, selling an estimated $40.7K and leaving 15,341 shares worth $481K. The position accounts for ﹤0.01% of the portfolio, ranked #1110.

Waverly Advisors first reported a position in SCHK in Q1 2025 and has held it in 5 quarters since. The position peaked at $544K in Q4 2025. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • Waverly Advisors held 15,341 shares of Schwab 1000 Index ETF worth $481K as of Q1 2026.
  • Waverly Advisors sold 1,242 Schwab 1000 Index ETF shares in Q1 2026, an estimated $40.7K.
  • Schwab 1000 Index ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1110 holding.
  • Waverly Advisors first reported a position in Schwab 1000 Index ETF in Q1 2025 and has held it in 5 quarters since.
  • Waverly Advisors's Schwab 1000 Index ETF position peaked at $544K in Q4 2025.
  • 235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.