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 Q2	$938K	Hold	26,000	–	–	﹤0.01%	931
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 $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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Brown Advisory's SCHK Position: Q2 2026 in Review

Brown Advisory held its Schwab 1000 Index ETF (SCHK) position steady in Q2 2026 at 26,000 shares worth $938K. The position accounts for ﹤0.01% of the portfolio, ranked #931.

Brown Advisory first reported a position in SCHK in Q3 2024 and has held it in 8 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

Brown Advisory held 26,000 shares of Schwab 1000 Index ETF worth $938K as of Q2 2026.
Brown Advisory left its Schwab 1000 Index ETF share count unchanged in Q2 2026.
Schwab 1000 Index ETF made up ﹤0.01% of Brown Advisory's portfolio in Q2 2026, its #931 holding.
Brown Advisory first reported a position in Schwab 1000 Index ETF in Q3 2024 and has held it in 8 quarters since.
268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.