WF
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Welch & Forbes’s Schwab 1000 Index ETF SCHK Stock Holding History

Welch & Forbes’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
-6,502
Closed -$209K – 385
2025
Q3 		$209K Buy
+6,502
New +$201K ﹤0.01% 372
2024
Q4 		– Sell
-7,924
Closed -$219K – 387
2024
Q3 		$219K Buy
+7,924
New +$211K ﹤0.01% 368

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 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
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
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

Welch & Forbes's SCHK Position: Q4 2025 in Review

Welch & Forbes sold out of Schwab 1000 Index ETF (SCHK) in Q4 2025, closing a stake of 6,502 shares — an estimated $209K sold.

Welch & Forbes first reported a position in SCHK in Q3 2024 and held it in 2 quarters. The position peaked at $219K in Q3 2024. 235 funds tracked by Wall St. Rank hold SCHK as of Q4 2025.

  • Welch & Forbes reported no remaining Schwab 1000 Index ETF position as of Q4 2025 after selling out during the quarter.
  • Welch & Forbes sold 6,502 Schwab 1000 Index ETF shares in Q4 2025, an estimated $209K.
  • Welch & Forbes first reported a position in Schwab 1000 Index ETF in Q3 2024 and held it in 2 quarters.
  • Welch & Forbes's Schwab 1000 Index ETF position peaked at $219K in Q3 2024.
  • 235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q4 2025.

Based on Welch & Forbes's 13F filing for Q4 2025, filed 10 Feb 2026.