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Brooklyn Investment Group’s Schwab 1000 Index ETF SCHK Stock Holding History

Brooklyn Investment Group’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 		$244K Buy
7,780
+788
+11% +$25.8K 0.01% 1586
2025
Q4 		$232K Buy
+6,992
New +$228K 0.01% 1244

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 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

Brooklyn Investment Group's SCHK Position: Q1 2026 in Review

Brooklyn Investment Group increased its Schwab 1000 Index ETF (SCHK) stake by 11% in Q1 2026, buying an estimated $25.8K and bringing the position to 7,780 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #1586.

Brooklyn Investment Group first reported a position in SCHK in Q4 2025 and has held it in 2 quarters since. 240 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • Brooklyn Investment Group held 7,780 shares of Schwab 1000 Index ETF worth $244K as of Q1 2026.
  • Brooklyn Investment Group bought 788 Schwab 1000 Index ETF shares in Q1 2026, an estimated $25.8K.
  • Schwab 1000 Index ETF made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1586 holding.
  • Brooklyn Investment Group first reported a position in Schwab 1000 Index ETF in Q4 2025 and has held it in 2 quarters since.
  • 240 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.