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Wescott Financial Advisory Group’s Schwab 1000 Index ETF SCHK Stock Holding History

Wescott Financial Advisory 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
Q1 		$2.85M Buy
90,988
+365
+0.4% +$12K 0.25% 53
2025
Q4 		$2.97M Buy
+90,623
New +$2.95M 0.26% 52

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Wescott Financial Advisory Group's SCHK Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its Schwab 1000 Index ETF (SCHK) stake by 0.4% in Q1 2026, buying an estimated $12K and bringing the position to 90,988 shares worth $2.85M. The position accounts for 0.25% of the portfolio, ranked #53.

Wescott Financial Advisory Group first reported a position in SCHK in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.97M in Q4 2025. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • Wescott Financial Advisory Group held 90,988 shares of Schwab 1000 Index ETF worth $2.85M as of Q1 2026.
  • Wescott Financial Advisory Group bought 365 Schwab 1000 Index ETF shares in Q1 2026, an estimated $12K.
  • Schwab 1000 Index ETF made up 0.25% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #53 holding.
  • Wescott Financial Advisory Group first reported a position in Schwab 1000 Index ETF in Q4 2025 and has held it in 2 quarters since.
  • Wescott Financial Advisory Group's Schwab 1000 Index ETF position peaked at $2.97M in Q4 2025.
  • 235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.