Forum Financial Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Forum Financial Management’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	$210K	Buy	+5,830	New	+$204K	﹤0.01%	322

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

Forum Financial Management's SCHK Position: Q2 2026 in Review

Forum Financial Management opened a new position in Schwab 1000 Index ETF (SCHK) in Q2 2026: 5,830 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #322 among its holdings.

267 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

Forum Financial Management held 5,830 shares of Schwab 1000 Index ETF worth $210K as of Q2 2026.
Schwab 1000 Index ETF was a new Forum Financial Management position in Q2 2026.
Schwab 1000 Index ETF made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #322 holding.
267 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.