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

Brookwood 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 		– Sell
-42,506
Closed -$1.39M – 581
2025
Q4 		$1.39M Sell
42,506
-508
-1% -$16.5K 0.17% 123
2025
Q3 		$1.38M Sell
43,014
-5,124
-11% -$159K 0.18% 109
2025
Q2 		$1.44M Sell
48,138
-5,831
-11% -$161K 0.23% 75
2025
Q1 		$1.45M Buy
+53,969
New +$1.53M 0.25% 69

Other funds holding SCHK

Financial Engines Advisors
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
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
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
WA
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Brookwood Investment Group sold out of Schwab 1000 Index ETF (SCHK) in Q1 2026, closing a stake of 42,506 shares — an estimated $1.39M sold.

Brookwood Investment Group first reported a position in SCHK in Q1 2025 and held it in 4 quarters. The position peaked at $1.45M in Q1 2025. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • Brookwood Investment Group reported no remaining Schwab 1000 Index ETF position as of Q1 2026 after selling out during the quarter.
  • Brookwood Investment Group sold 42,506 Schwab 1000 Index ETF shares in Q1 2026, an estimated $1.39M.
  • Brookwood Investment Group first reported a position in Schwab 1000 Index ETF in Q1 2025 and held it in 4 quarters.
  • Brookwood Investment Group's Schwab 1000 Index ETF position peaked at $1.45M in Q1 2025.
  • 235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.