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BIP Wealth’s Schwab 1000 Index ETF SCHK Stock Holding History

BIP Wealth’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 		$1.2M Buy
+33,221
New +$1.16M 0.03% 236

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

BIP Wealth's SCHK Position: Q2 2026 in Review

BIP Wealth opened a new position in Schwab 1000 Index ETF (SCHK) in Q2 2026: 33,221 shares worth $1.2M. The stake represents 0.03% of the portfolio and ranks #236 among its holdings.

267 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • BIP Wealth held 33,221 shares of Schwab 1000 Index ETF worth $1.2M as of Q2 2026.
  • Schwab 1000 Index ETF was a new BIP Wealth position in Q2 2026.
  • Schwab 1000 Index ETF made up 0.03% of BIP Wealth's portfolio in Q2 2026, its #236 holding.
  • 267 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.