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Whittier Trust’s Schwab 1000 Index ETF SCHK Stock Holding History

Whittier Trust’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 		$8.2K Buy
+226
New +$7.89K ﹤0.01% 1164

Other funds holding SCHK

Financial Engines Advisors
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
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
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 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

Whittier Trust's SCHK Position: Q2 2026 in Review

Whittier Trust opened a new position in Schwab 1000 Index ETF (SCHK) in Q2 2026: 226 shares worth $8.2K. The stake represents ﹤0.01% of the portfolio and ranks #1164 among its holdings.

267 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Whittier Trust held 226 shares of Schwab 1000 Index ETF worth $8.2K as of Q2 2026.
  • Schwab 1000 Index ETF was a new Whittier Trust position in Q2 2026.
  • Schwab 1000 Index ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1164 holding.
  • 267 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.