Principia Wealth Advisory LLC Makes New $3.55 Million Investment in Schwab 1000 Index ETF $SCHK

Posted by Trevor Kearing on May 29th, 2026

Principia Wealth Advisory LLC acquired a new position in shares of Schwab 1000 Index ETF (NYSEARCA:SCHK – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm acquired 108,220 shares of the company’s stock, valued at approximately $3,550,000. Schwab 1000 Index ETF accounts for 0.9% of Principia Wealth Advisory LLC’s holdings, making the stock its 13th largest holding. Principia Wealth Advisory LLC owned approximately 0.07% of Schwab 1000 Index ETF at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. Lodestone Wealth Management LLC bought a new position in Schwab 1000 Index ETF during the 4th quarter worth $28,000. Dorato Capital Management bought a new position in Schwab 1000 Index ETF during the 4th quarter worth $40,000. Garner Asset Management Corp bought a new position in Schwab 1000 Index ETF during the 4th quarter worth $44,000. Blue Trust Inc. increased its position in Schwab 1000 Index ETF by 149.6% during the 4th quarter. Blue Trust Inc. now owns 1,500 shares of the company’s stock worth $49,000 after buying an additional 899 shares during the period. Finally, Abound Wealth Management bought a new position in Schwab 1000 Index ETF during the 4th quarter worth $84,000.

Schwab 1000 Index ETF Price Performance

SCHK stock opened at $36.31 on Friday. The stock has a market capitalization of $5.54 billion, a price-to-earnings ratio of 25.42 and a beta of 1.01. The business’s fifty day moving average price is $33.74 and its two-hundred day moving average price is $33.19. Schwab 1000 Index ETF has a fifty-two week low of $28.13 and a fifty-two week high of $36.34.

Schwab 1000 Index ETF Profile

(Free Report)

The Schwab 1000 Index ETF (SCHK) is an exchange-traded fund that is based on the S&P Schwab 1000 index, a proprietary market-cap-weighted index that includes 1,000 of the largest US-listed stocks. SCHK was launched on Oct 11, 2017 and is managed by Charles Schwab.