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Brown Brothers Harriman & Co’s Schwab 1000 Index ETF SCHK Stock Holding History

Brown Brothers Harriman & Co’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
2025
Q3 		– Sell
-1,960
Closed -$58.4K – 1740
2025
Q2 		$58.4K Buy
+1,960
New +$54K ﹤0.01% 903

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
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Brown Brothers Harriman & Co's SCHK Position: Q3 2025 in Review

Brown Brothers Harriman & Co sold out of Schwab 1000 Index ETF (SCHK) in Q3 2025, closing a stake of 1,960 shares — an estimated $58.4K sold.

Brown Brothers Harriman & Co first reported a position in SCHK in Q2 2025 and held it in 1 quarter. The position peaked at $58.4K in Q2 2025. 225 funds tracked by Wall St. Rank hold SCHK as of Q3 2025.

  • Brown Brothers Harriman & Co reported no remaining Schwab 1000 Index ETF position as of Q3 2025 after selling out during the quarter.
  • Brown Brothers Harriman & Co sold 1,960 Schwab 1000 Index ETF shares in Q3 2025, an estimated $58.4K.
  • Brown Brothers Harriman & Co first reported a position in Schwab 1000 Index ETF in Q2 2025 and held it in 1 quarter.
  • Brown Brothers Harriman & Co's Schwab 1000 Index ETF position peaked at $58.4K in Q2 2025.
  • 225 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2025.

Based on Brown Brothers Harriman & Co's 13F filing for Q3 2025, filed 13 Nov 2025.