Wealth Enhancement Advisory Services
SCHK icon

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

Wealth Enhancement Advisory Services’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 		$4.25M Sell
116,778
-7,537
-6% -$263K 0.01% 1116
2026
Q1 		$3.93M Sell
124,315
-21,946
-15% -$719K 0.01% 1022
2025
Q4 		$4.88M Sell
146,261
-191
-0.1% -$6.21K 0.01% 1031
2025
Q3 		$4.72M Buy
146,452
+11,972
+9% +$371K 0.01% 983
2025
Q2 		$4.06M Buy
134,480
+112,539
+513% +$3.1M 0.01% 993
2025
Q1 		$591K Buy
21,941
+1,197
+6% +$34K ﹤0.01% 1935
2024
Q4 		$587K Buy
20,744
+1,620
+8% +$46.1K ﹤0.01% 1870
2024
Q3 		$529K Buy
19,124
+1,222
+7% +$32.5K ﹤0.01% 1798
2024
Q2 		$468K Buy
17,902
+582
+3% +$14.7K ﹤0.01% 1686
2024
Q1 		$439K Buy
17,320
+42
+0.2% +$1.01K ﹤0.01% 1660
2023
Q4 		$398K Sell
17,278
-468
-3% -$10.1K ﹤0.01% 1647
2023
Q3 		$366K Buy
+17,746
New +$381K ﹤0.01% 1617

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

Wealth Enhancement Advisory Services's SCHK Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Schwab 1000 Index ETF (SCHK) stake by 6.1% in Q2 2026, selling an estimated $263K and leaving 116,778 shares worth $4.25M. The position accounts for 0.01% of the portfolio, ranked #1116.

Wealth Enhancement Advisory Services first reported a position in SCHK in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.88M in Q4 2025. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Wealth Enhancement Advisory Services held 116,778 shares of Schwab 1000 Index ETF worth $4.25M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 7,537 Schwab 1000 Index ETF shares in Q2 2026, an estimated $263K.
  • Schwab 1000 Index ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1116 holding.
  • Wealth Enhancement Advisory Services first reported a position in Schwab 1000 Index ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Schwab 1000 Index ETF position peaked at $4.88M in Q4 2025.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.