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Bartlett & Co Wealth Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Bartlett & Co Wealth Management’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
Q2 		$128K Hold
3,544
– – ﹤0.01% 575
2026
Q1 		$123K Buy
3,544
+250
+8% +$8.19K ﹤0.01% 532
2025
Q4 		$108K Buy
3,294
+10
+0.3% +$325 ﹤0.01% 547
2025
Q3 		$105K Buy
3,284
+9
+0.3% +$279 ﹤0.01% 551
2025
Q2 		$97.6K Buy
3,275
+10
+0.3% +$276 ﹤0.01% 548
2025
Q1 		$87.9K Buy
3,265
+10
+0.3% +$284 ﹤0.01% 563
2024
Q4 		$92.2K Buy
3,255
+9
+0.3% +$256 ﹤0.01% 551
2024
Q3 		$89.7K Buy
+3,246
New +$86.4K ﹤0.01% 560

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 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
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 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

Bartlett & Co Wealth Management's SCHK Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Schwab 1000 Index ETF (SCHK) position steady in Q2 2026 at 3,544 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Bartlett & Co Wealth Management first reported a position in SCHK in Q3 2024 and has held it in 8 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Bartlett & Co Wealth Management held 3,544 shares of Schwab 1000 Index ETF worth $128K as of Q2 2026.
  • Bartlett & Co Wealth Management left its Schwab 1000 Index ETF share count unchanged in Q2 2026.
  • Schwab 1000 Index ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #575 holding.
  • Bartlett & Co Wealth Management first reported a position in Schwab 1000 Index ETF in Q3 2024 and has held it in 8 quarters since.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.