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 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 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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

WIM

Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return

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

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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Bartlett & Co Wealth Management's SCHK Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its Schwab 1000 Index ETF (SCHK) stake by 7.6% in Q1 2026, buying an estimated $8.19K and bringing the position to 3,544 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Bartlett & Co Wealth Management first reported a position in SCHK in Q3 2024 and has held it in 7 quarters since. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

Bartlett & Co Wealth Management held 3,544 shares of Schwab 1000 Index ETF worth $123K as of Q1 2026.
Bartlett & Co Wealth Management bought 250 Schwab 1000 Index ETF shares in Q1 2026, an estimated $8.19K.
Schwab 1000 Index ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #532 holding.
Bartlett & Co Wealth Management first reported a position in Schwab 1000 Index ETF in Q3 2024 and has held it in 7 quarters since.
235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.