Bawa N Mallick Trust’s Schwab 1000 Index ETF SCHK Stock Holding History

Bawa N Mallick Trust’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	$2.79M	Buy	77,416 +7,636	+11%	+$267K	0.9%	23
2026 Q1	$2.19M	Hold	69,780	–	–	0.9%	22
2025 Q4	$2.29M	Hold	69,780	–	–	0.85%	23
2025 Q3	$2.24M	Hold	69,780	–	–	0.85%	24
2025 Q2	$2.08M	Hold	69,780	–	–	0.86%	24
2025 Q1	$1.88M	Hold	69,780	–	–	0.89%	22
2024 Q4	$1.98M	Buy	+69,780	New	+$1.99M	0.87%	23

Other funds holding SCHK

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bawa N Mallick Trust's SCHK Position: Q2 2026 in Review

Bawa N Mallick Trust increased its Schwab 1000 Index ETF (SCHK) stake by 11% in Q2 2026, buying an estimated $267K and bringing the position to 77,416 shares worth $2.79M. The position accounts for 0.9% of the portfolio, ranked #23.

Bawa N Mallick Trust first reported a position in SCHK in Q4 2024 and has held it in 7 quarters since. 265 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

Bawa N Mallick Trust held 77,416 shares of Schwab 1000 Index ETF worth $2.79M as of Q2 2026.
Bawa N Mallick Trust bought 7,636 Schwab 1000 Index ETF shares in Q2 2026, an estimated $267K.
Schwab 1000 Index ETF made up 0.9% of Bawa N Mallick Trust's portfolio in Q2 2026, its #23 holding.
Bawa N Mallick Trust first reported a position in Schwab 1000 Index ETF in Q4 2024 and has held it in 7 quarters since.
265 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Bawa N Mallick Trust's 13F filing for Q2 2026, filed 14 Aug 2026.