Welch Group’s Schwab 1000 Index ETF SCHK Stock Holding History

Welch Group’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 Q3	$529K	Buy	14,432 +1	+0%	+$37	0.02%	188
2026 Q2	$520K	Buy	14,431 +51	+0.4%	+$1.78K	0.02%	186
2026 Q1	$451K	Hold	14,380	–	–	0.02%	186
2025 Q4	$472K	Hold	14,380	–	–	0.02%	179
2025 Q3	$462K	Hold	14,380	–	–	0.02%	178
2025 Q2	$429K	Hold	14,380	–	–	0.02%	172
2025 Q1	$385K	Hold	14,380	–	–	0.02%	176
2024 Q4	$409K	Hold	14,380	–	–	0.02%	168
2024 Q3	$398K	Hold	14,380	–	–	0.02%	169
2024 Q2	$376K	Hold	14,380	–	–	0.02%	165
2024 Q1	$364K	Sell	14,380 -1,908	-12%	-$45.9K	0.02%	154
2023 Q4	$375K	Hold	16,288	–	–	0.02%	152
2023 Q3	$336K	Hold	16,288	–	–	0.02%	146
2023 Q2	$348K	Hold	16,288	–	–	0.02%	148
2023 Q1	$322K	Hold	16,288	–	–	0.02%	149
2022 Q4	$301K	Buy	+16,288	New	+$303K	0.02%	160
2022 Q3	–	Sell	-16,476	Closed	-$300K	–	200
2022 Q2	$300K	Hold	16,476	–	–	0.02%	147
2022 Q1	$363K	Sell	16,476 -2,640	-14%	-$57.3K	0.02%	142
2021 Q4	$445K	Buy	+19,116	New	+$434K	0.03%	131

Other funds holding SCHK

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

LWM

Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Donor Advised Charitable Giving San Francisco, California $5.16B AUM 22.24% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Orser Capital Management Southlake, Texas $176M AUM 23.16% 1-Year Est. Return

Welch Group's SCHK Position: Q3 2026 in Review

Welch Group increased its Schwab 1000 Index ETF (SCHK) stake by 0.01% in Q3 2026, buying an estimated $37 and bringing the position to 14,432 shares worth $529K. The position accounts for 0.02% of the portfolio, ranked #188.

Welch Group first reported a position in SCHK in Q4 2021 and has held it in 19 quarters since. 105 funds tracked by Wall St. Rank hold SCHK as of Q3 2026.

Welch Group held 14,432 shares of Schwab 1000 Index ETF worth $529K as of Q3 2026.
Welch Group bought 1 Schwab 1000 Index ETF share in Q3 2026, an estimated $37.
Schwab 1000 Index ETF made up 0.02% of Welch Group's portfolio in Q3 2026, its #188 holding.
Welch Group first reported a position in Schwab 1000 Index ETF in Q4 2021 and has held it in 19 quarters since.
105 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.