Brown Advisory’s Schwab 1000 Index ETF SCHK Stock Holding History

Brown Advisory’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	$815K	Hold	26,000	–	–	﹤0.01%	902
2025 Q4	$853K	Hold	26,000	–	–	﹤0.01%	894
2025 Q3	$835K	Hold	26,000	–	–	﹤0.01%	879
2025 Q2	$775K	Hold	26,000	–	–	﹤0.01%	870
2025 Q1	$700K	Hold	26,000	–	–	﹤0.01%	875
2024 Q4	$736K	Hold	26,000	–	–	﹤0.01%	895
2024 Q3	$719K	Buy	+26,000	New	+$692K	﹤0.01%	876

Other funds holding SCHK

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 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 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

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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Brown Advisory's SCHK Position: Q1 2026 in Review

Brown Advisory held its Schwab 1000 Index ETF (SCHK) position steady in Q1 2026 at 26,000 shares worth $815K. The position accounts for ﹤0.01% of the portfolio, ranked #902.

Brown Advisory first reported a position in SCHK in Q3 2024 and has held it in 7 quarters since. The position peaked at $853K in Q4 2025. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

Brown Advisory held 26,000 shares of Schwab 1000 Index ETF worth $815K as of Q1 2026.
Brown Advisory left its Schwab 1000 Index ETF share count unchanged in Q1 2026.
Schwab 1000 Index ETF made up ﹤0.01% of Brown Advisory's portfolio in Q1 2026, its #902 holding.
Brown Advisory first reported a position in Schwab 1000 Index ETF in Q3 2024 and has held it in 7 quarters since.
Brown Advisory's Schwab 1000 Index ETF position peaked at $853K in Q4 2025.
235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.