Bank of America
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Bank of America’s Schwab 1000 Index ETF SCHK Stock Holding History

Bank of America’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
Q1 		$5.44M Sell
173,740
-4,378
-2% -$143K ﹤0.01% 3402
2025
Q4 		$5.84M Sell
178,118
-120,976
-40% -$3.94M ﹤0.01% 3268
2025
Q3 		$9.61M Buy
299,094
+108,060
+57% +$3.34M ﹤0.01% 3344
2025
Q2 		$5.7M Sell
191,034
-1,440
-0.7% -$39.7K ﹤0.01% 3761
2025
Q1 		$5.18M Sell
192,474
-12,721
-6% -$361K ﹤0.01% 3768
2024
Q4 		$5.81M Sell
205,195
-16,975
-8% -$483K ﹤0.01% 3444
2024
Q3 		$6.14M Sell
222,170
-9,300
-4% -$248K ﹤0.01% 3544
2024
Q2 		$6.06M Sell
231,470
-36,398
-14% -$919K ﹤0.01% 3444
2024
Q1 		$6.79M Sell
267,868
-251,648
-48% -$6.06M ﹤0.01% 3347
2023
Q4 		$12M Buy
519,516
+16,956
+3% +$364K ﹤0.01% 2686
2023
Q3 		$10.4M Buy
502,560
+15,720
+3% +$338K ﹤0.01% 2676
2023
Q2 		$10.4M Buy
486,840
+22,030
+5% +$446K ﹤0.01% 2667
2023
Q1 		$9.19M Buy
464,810
+83,858
+22% +$1.62M ﹤0.01% 2915
2022
Q4 		$7.03M Buy
380,952
+113,582
+42% +$2.11M ﹤0.01% 3043
2022
Q3 		$4.63M Buy
267,370
+102,082
+62% +$1.96M ﹤0.01% 3425
2022
Q2 		$3.01M Buy
165,288
+80,044
+94% +$1.59M ﹤0.01% 3926
2022
Q1 		$1.88M Buy
85,244
+48,466
+132% +$1.05M ﹤0.01% 4653
2021
Q4 		$857K Buy
36,778
+10,814
+42% +$245K ﹤0.01% 5423
2021
Q3 		$553K Sell
25,964
-3,596
-12% -$78.8K ﹤0.01% 5574
2021
Q2 		$630K Buy
29,560
+1,330
+5% +$27.6K ﹤0.01% 5251
2021
Q1 		$557K Buy
28,230
+2,826
+11% +$54.6K ﹤0.01% 5270
2020
Q4 		$475K Buy
25,404
+4,278
+20% +$75.4K ﹤0.01% 5045
2020
Q3 		$348K Sell
21,126
-33,174
-61% -$542K ﹤0.01% 4966
2020
Q2 		$824K Buy
54,300
+6,854
+14% +$98.2K ﹤0.01% 4257
2020
Q1 		$594K Buy
47,446
+4,550
+11% +$68.1K ﹤0.01% 4391
2019
Q4 		$677K Sell
42,896
-12
-0% -$181 ﹤0.01% 4794
2019
Q3 		$626K Buy
42,908
+29,096
+211% +$423K ﹤0.01% 4923
2019
Q2 		$199K Buy
+13,812
New +$196K ﹤0.01% 5639
2019
Q1 		– Sell
-5,012
Closed -$61K – 7377
2018
Q4 		$61K Buy
5,012
+5,002
+50,020% +$66.2K ﹤0.01% 6138
2018
Q3 		$0 Hold
10
– – ﹤0.01% 7445
2018
Q2 		$0 Buy
+10
New +$133 ﹤0.01% 7288

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $654B AUM 26.35% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.37B AUM 23.84% 1-Year Est. Return

Bank of America's SCHK Position: Q1 2026 in Review

Bank of America reduced its Schwab 1000 Index ETF (SCHK) stake by 2.5% in Q1 2026, selling an estimated $143K and leaving 173,740 shares worth $5.44M. The position accounts for ﹤0.01% of the portfolio, ranked #3402.

Bank of America first reported a position in SCHK in Q2 2018 and has held it in 31 quarters since. The position peaked at $12M in Q4 2023. 236 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • Bank of America held 173,740 shares of Schwab 1000 Index ETF worth $5.44M as of Q1 2026.
  • Bank of America sold 4,378 Schwab 1000 Index ETF shares in Q1 2026, an estimated $143K.
  • Schwab 1000 Index ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #3402 holding.
  • Bank of America first reported a position in Schwab 1000 Index ETF in Q2 2018 and has held it in 31 quarters since.
  • Bank of America's Schwab 1000 Index ETF position peaked at $12M in Q4 2023.
  • 236 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.