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 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

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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

LWM

Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return

BSTWA

Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DACG

Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

OCM

Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Welch Group's SCHK Position: Q2 2026 in Review

Welch Group increased its Schwab 1000 Index ETF (SCHK) stake by 0.35% in Q2 2026, buying an estimated $1.78K and bringing the position to 14,431 shares worth $520K. The position accounts for 0.02% of the portfolio, ranked #186.

Welch Group first reported a position in SCHK in Q4 2021 and has held it in 18 quarters since. 102 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

Welch Group held 14,431 shares of Schwab 1000 Index ETF worth $520K as of Q2 2026.
Welch Group bought 51 Schwab 1000 Index ETF shares in Q2 2026, an estimated $1.78K.
Schwab 1000 Index ETF made up 0.02% of Welch Group's portfolio in Q2 2026, its #186 holding.
Welch Group first reported a position in Schwab 1000 Index ETF in Q4 2021 and has held it in 18 quarters since.
102 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.