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Wealthspire Advisors (New York)’s Schwab 1000 Index ETF SCHK Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-9,608
Closed -$309K – 2539
2025
Q3 		$309K Buy
+9,608
New +$297K ﹤0.01% 655

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Creative Planning
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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
PWMAI
PENSION & WEALTH MANAGEMENT ADVISORS, INC. Waltham, Massachusetts $371M AUM 16.82% 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

Wealthspire Advisors (New York)'s SCHK Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Schwab 1000 Index ETF (SCHK) in Q4 2025, closing a stake of 9,608 shares — an estimated $309K sold.

Wealthspire Advisors (New York) first reported a position in SCHK in Q3 2025 and held it in 1 quarter. The position peaked at $309K in Q3 2025. 235 funds tracked by Wall St. Rank hold SCHK as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Schwab 1000 Index ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 9,608 Schwab 1000 Index ETF shares in Q4 2025, an estimated $309K.
  • Wealthspire Advisors (New York) first reported a position in Schwab 1000 Index ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Schwab 1000 Index ETF position peaked at $309K in Q3 2025.
  • 235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.