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Brucke Financial’s Schwab 1000 Index ETF SCHK Stock Holding History

Brucke Financial’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 		$302K Sell
8,383
-559
-6% -$19.5K 0.13% 118
2026
Q1 		$280K Buy
8,942
+3
+0% +$98 0.14% 117
2025
Q4 		$293K Sell
8,939
-146
-2% -$4.75K 0.16% 122
2025
Q3 		$298K Sell
9,085
-574
-6% -$17.8K 0.17% 122
2025
Q2 		$288K Buy
9,659
+366
+4% +$10.1K 0.2% 110
2025
Q1 		$248K Buy
9,293
+1,355
+17% +$38.5K 0.22% 115
2024
Q4 		$231K Buy
+7,938
New +$226K 0.2% 121

Other funds holding SCHK

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
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
OCM
Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Brucke Financial's SCHK Position: Q2 2026 in Review

Brucke Financial reduced its Schwab 1000 Index ETF (SCHK) stake by 6.3% in Q2 2026, selling an estimated $19.5K and leaving 8,383 shares worth $302K. The position accounts for 0.13% of the portfolio, ranked #118.

Brucke Financial first reported a position in SCHK in Q4 2024 and has held it in 7 quarters since. 100 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Brucke Financial held 8,383 shares of Schwab 1000 Index ETF worth $302K as of Q2 2026.
  • Brucke Financial sold 559 Schwab 1000 Index ETF shares in Q2 2026, an estimated $19.5K.
  • Schwab 1000 Index ETF made up 0.13% of Brucke Financial's portfolio in Q2 2026, its #118 holding.
  • Brucke Financial first reported a position in Schwab 1000 Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 100 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Brucke Financial's 13F filing for Q2 2026, filed 21 Jul 2026.