ARMSTRONG ADVISORY GROUP, INC SCHK holdings history
SCHWAB 1000 INDEX ETF · CUSIP 808524722 · CIK 1932952
As of 2026-06-30, ARMSTRONG ADVISORY GROUP, INC reported 6.52M SCHK (shares), valued at $235.07M, or 14.31% of its reported non-derivative portfolio. Filed 2026-07-13.
Verify history & sources →Shares increased 163.08%; reported value increased 202.80%, and weight changed +9.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 14.31% | 6,518,923 | SEC filing ↗Filed Jul 13, 2026 |
| Q1 2026 | 5.21% | 2,477,917 | SEC filing ↗Filed Apr 10, 2026 |
| Q4 2025 | 5.60% | 2,526,887 | SEC filing ↗Filed Jan 8, 2026 |
| Q3 2025 | 5.50% | 2,429,812 | SEC filing ↗Filed Oct 8, 2025 |
| Q2 2025 | 5.50% | 2,436,076 | SEC filing ↗Filed Jul 14, 2025 |
| Q1 2025 | 5.95% | 2,633,266 | SEC filing ↗Filed Apr 10, 2025 |
| Q4 2024 | 5.95% | 2,633,266 | SEC filing ↗Filed Jan 14, 2025 |
| Q3 2024 | 5.82% | 1,270,066 | SEC filing ↗Filed Oct 11, 2024 |
| Q2 2024 | 5.87% | 1,268,750 | SEC filing ↗Filed Jul 12, 2024 |
| Q1 2024 | 5.57% | 1,246,826 | SEC filing ↗Filed Apr 12, 2024 |
| Q4 2023 | 5.57% | 1,246,826 | SEC filing ↗Filed Jan 17, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 5.57% | 1,246,826 | $57.43M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 17, 2024 |
| Q1 2024 | 5.57% | 1,246,826 | $57.43M | Shares unchanged; reported value increased 0.00%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 12, 2024 |
| Q2 2024 | 5.87% | 1,268,750 | $66.39M | Shares increased 1.76%; reported value increased 15.61%, and weight changed +0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 12, 2024 |
| Q3 2024 | 5.82% | 1,270,066 | $70.22M | Shares increased 0.10%; reported value increased 5.77%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 11, 2024 |
| Q4 2024 | 5.95% | 2,633,266 | $74.55M | Shares increased 107.33%; reported value increased 6.16%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2025 |
| Q1 2025 | 5.95% | 2,633,266 | $74.55M | Shares unchanged; reported value increased 0.00%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 10, 2025 |
| Q2 2025 | 5.50% | 2,436,076 | $72.64M | Shares decreased 7.49%; reported value decreased 2.55%, and weight changed -0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 14, 2025 |
| Q3 2025 | 5.50% | 2,429,812 | $78.05M | Shares decreased 0.26%; reported value increased 7.44%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 8, 2025 |
| Q4 2025 | 5.60% | 2,526,887 | $82.88M | Shares increased 4.00%; reported value increased 6.20%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 8, 2026 |
| Q1 2026 | 5.21% | 2,477,917 | $77.63M | Shares decreased 1.94%; reported value decreased 6.33%, and weight changed -0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 10, 2026 |
| Q2 2026 | 14.31% | 6,518,923 | $235.07M | Shares increased 163.08%; reported value increased 202.80%, and weight changed +9.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 13, 2026 |
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