BBHC
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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

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LWMT
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WIM
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Creative Planning
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AAG
Armstrong Advisory Group Needham, Massachusetts $1.49B AUM 14.6% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $1.77B AUM 35.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.33B AUM 19.49% 1-Year Est. Return