WESPAC Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

WESPAC Advisors’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	$2.06M	Buy	+57,078	New	+$1.99M	1%	19
2023 Q3	–	Sell	-21,190	Closed	-$453K	–	147
2023 Q2	$453K	Buy	+21,190	New	+$429K	0.36%	81
2022 Q2	–	Sell	-17,730	Closed	-$390K	–	119
2022 Q1	$390K	Buy	+17,730	New	+$385K	0.42%	78

Other funds holding SCHK

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

WIM

Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

WESPAC Advisors's SCHK Position: Q2 2026 in Review

WESPAC Advisors opened a new position in Schwab 1000 Index ETF (SCHK) in Q2 2026: 57,078 shares worth $2.06M. The stake represents 1% of the portfolio and ranks #19 among its holdings. This is a return to the name: WESPAC Advisors previously reported a position in SCHK as recently as Q2 2023.

WESPAC Advisors first reported a position in SCHK in Q1 2022 and has held it in 3 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

WESPAC Advisors held 57,078 shares of Schwab 1000 Index ETF worth $2.06M as of Q2 2026.
Schwab 1000 Index ETF was a new WESPAC Advisors position in Q2 2026.
Schwab 1000 Index ETF made up 1% of WESPAC Advisors's portfolio in Q2 2026, its #19 holding.
WESPAC Advisors first reported a position in Schwab 1000 Index ETF in Q1 2022 and has held it in 3 quarters since.
268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.