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YHB Investment Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

YHB Investment 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
2025
Q4 		– Sell
-10,112
Closed -$324K – 307
2025
Q3 		$324K Sell
10,112
-868
-8% -$26.9K 0.02% 249
2025
Q2 		$327K Buy
10,980
+2
+0% +$55 0.03% 242
2025
Q1 		$296K Sell
10,978
-3,632
-25% -$103K 0.02% 243
2024
Q4 		$414K Buy
14,610
+4,772
+49% +$136K 0.03% 208
2024
Q3 		$272K Buy
+9,838
New +$262K 0.02% 244

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 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
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 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

YHB Investment Advisors's SCHK Position: Q4 2025 in Review

YHB Investment Advisors sold out of Schwab 1000 Index ETF (SCHK) in Q4 2025, closing a stake of 10,112 shares — an estimated $324K sold.

YHB Investment Advisors first reported a position in SCHK in Q3 2024 and held it in 5 quarters. The position peaked at $414K in Q4 2024. 235 funds tracked by Wall St. Rank hold SCHK as of Q4 2025.

  • YHB Investment Advisors reported no remaining Schwab 1000 Index ETF position as of Q4 2025 after selling out during the quarter.
  • YHB Investment Advisors sold 10,112 Schwab 1000 Index ETF shares in Q4 2025, an estimated $324K.
  • YHB Investment Advisors first reported a position in Schwab 1000 Index ETF in Q3 2024 and held it in 5 quarters.
  • YHB Investment Advisors's Schwab 1000 Index ETF position peaked at $414K in Q4 2024.
  • 235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q4 2025.

Based on YHB Investment Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.