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Bogart Wealth LLC’s Schwab 1000 Index ETF SCHK Stock Holding History

Bogart Wealth LLC’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 		$22.5K Hold
624
– – ﹤0.01% 766
2026
Q1 		$19.6K Hold
624
– – ﹤0.01% 735
2025
Q4 		$20.5K Hold
624
– – ﹤0.01% 677
2025
Q3 		$20K Hold
624
– – ﹤0.01% 661
2025
Q2 		$18.6K Hold
624
– – ﹤0.01% 644
2025
Q1 		$16.8K Hold
624
– – ﹤0.01% 627
2024
Q4 		$17.7K Hold
624
– – ﹤0.01% 612
2024
Q3 		$17.3K Hold
624
– – ﹤0.01% 581
2024
Q2 		$16.3K Hold
624
– – ﹤0.01% 567
2024
Q1 		$15.8K Hold
624
– – ﹤0.01% 555
2023
Q4 		$14.4K Hold
624
– – ﹤0.01% 561
2023
Q3 		$12.9K Buy
+624
New +$13.4K ﹤0.01% 546

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 $1.66B AUM 13.15% 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

Bogart Wealth LLC's SCHK Position: Q2 2026 in Review

Bogart Wealth LLC held its Schwab 1000 Index ETF (SCHK) position steady in Q2 2026 at 624 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Bogart Wealth LLC first reported a position in SCHK in Q3 2023 and has held it in 12 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Bogart Wealth LLC held 624 shares of Schwab 1000 Index ETF worth $22.5K as of Q2 2026.
  • Bogart Wealth LLC left its Schwab 1000 Index ETF share count unchanged in Q2 2026.
  • Schwab 1000 Index ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #766 holding.
  • Bogart Wealth LLC first reported a position in Schwab 1000 Index ETF in Q3 2023 and has held it in 12 quarters since.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.