Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Schwab 1000 Index ETF SCHK Stock Holding History

Carson Wealth (CWM LLC)’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 		$13.4K Buy
428
+1
+0.2% +$33 ﹤0.01% 4652
2025
Q4 		$14K Sell
427
-23
-5% -$748 ﹤0.01% 4386
2025
Q3 		$14K Buy
450
+25
+6% +$774 ﹤0.01% 4326
2025
Q2 		$13K Sell
425
-51
-11% -$1.41K ﹤0.01% 4176
2025
Q1 		$13K Buy
476
+2
+0.4% +$57 ﹤0.01% 3970
2024
Q4 		$13K Buy
474
+52
+12% +$1.48K ﹤0.01% 3728
2024
Q3 		$12K Buy
422
+2
+0.5% +$53 ﹤0.01% 3694
2024
Q2 		$11K Hold
420
– – ﹤0.01% 3498
2024
Q1 		$11K Buy
420
+2
+0.5% +$48 ﹤0.01% 3294
2023
Q4 		$10K Buy
418
+2
+0.5% +$43 ﹤0.01% 3202
2023
Q3 		$9K Hold
416
– – ﹤0.01% 3207
2023
Q2 		$9K Hold
416
– – ﹤0.01% 3158
2023
Q1 		$8K Hold
416
– – ﹤0.01% 3098
2022
Q4 		$8K Buy
+416
New +$7.73K ﹤0.01% 2956
2021
Q2 		$17K Hold
782
– – ﹤0.01% 1876
2021
Q1 		$17K Hold
782
– – ﹤0.01% 1876
2020
Q4 		$17K Hold
782
– – ﹤0.01% 1875
2020
Q3 		$17K Hold
782
– – ﹤0.01% 1875
2020
Q2 		$17K Hold
782
– – ﹤0.01% 1875
2020
Q1 		$17K Hold
782
– – ﹤0.01% 1875
2019
Q4 		$17K Hold
782
– – ﹤0.01% 1874
2019
Q3 		$17K Hold
782
– – ﹤0.01% 1874
2019
Q2 		$17K Hold
782
– – ﹤0.01% 1874
2019
Q1 		$17K Buy
+782
New +$10.5K ﹤0.01% 1874

Other funds holding SCHK

Financial Engines Advisors
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
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
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
WA
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SCHK Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Schwab 1000 Index ETF (SCHK) stake by 0.23% in Q1 2026, buying an estimated $33 and bringing the position to 428 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4652.

Carson Wealth (CWM LLC) first reported a position in SCHK in Q1 2019 and has held it in 24 quarters since. The position peaked at $17K in Q2 2021. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 428 shares of Schwab 1000 Index ETF worth $13.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1 Schwab 1000 Index ETF share in Q1 2026, an estimated $33.
  • Schwab 1000 Index ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4652 holding.
  • Carson Wealth (CWM LLC) first reported a position in Schwab 1000 Index ETF in Q1 2019 and has held it in 24 quarters since.
  • Carson Wealth (CWM LLC)'s Schwab 1000 Index ETF position peaked at $17K in Q2 2021.
  • 235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.