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Bannerman Wealth Management Group’s Schwab 1000 Index ETF SCHK Stock Holding History

Bannerman Wealth Management Group’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 		– Sell
-9,427
Closed -$309K – 34
2025
Q4 		$309K Hold
9,427
– – 0.22% 28
2025
Q3 		$303K Hold
9,427
– – 0.22% 30
2025
Q2 		$281K Sell
9,427
-256
-3% -$7.06K 0.22% 35
2025
Q1 		$261K Hold
9,683
– – 0.21% 31
2024
Q4 		$274K Buy
+9,683
New +$276K 0.23% 27

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

Bannerman Wealth Management Group's SCHK Position: Q1 2026 in Review

Bannerman Wealth Management Group sold out of Schwab 1000 Index ETF (SCHK) in Q1 2026, closing a stake of 9,427 shares — an estimated $309K sold.

Bannerman Wealth Management Group first reported a position in SCHK in Q4 2024 and held it in 5 quarters. The position peaked at $309K in Q4 2025. 236 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • Bannerman Wealth Management Group reported no remaining Schwab 1000 Index ETF position as of Q1 2026 after selling out during the quarter.
  • Bannerman Wealth Management Group sold 9,427 Schwab 1000 Index ETF shares in Q1 2026, an estimated $309K.
  • Bannerman Wealth Management Group first reported a position in Schwab 1000 Index ETF in Q4 2024 and held it in 5 quarters.
  • Bannerman Wealth Management Group's Schwab 1000 Index ETF position peaked at $309K in Q4 2025.
  • 236 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Bannerman Wealth Management Group's 13F filing for Q1 2026, filed 13 Apr 2026.