Halbert Hargrove Global Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Halbert Hargrove Global Advisors’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 Q3	$129K	Hold	3,510	–	–	0.01%	133
2026 Q2	$127K	Hold	3,510	–	–	0.01%	137
2026 Q1	$110K	Hold	3,510	–	–	0.01%	135
2025 Q4	$115K	Hold	3,510	–	–	0.01%	128
2025 Q3	$113K	Hold	3,510	–	–	0.01%	135
2025 Q2	$105K	Hold	3,510	–	–	0.01%	115
2025 Q1	$94.5K	Hold	3,510	–	–	0.01%	119
2024 Q4	$99.4K	Buy	+3,510	New	+$100K	0.01%	116

Other funds holding SCHK

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

FreeGulliver LLC New Orleans, Louisiana $220M AUM 15.51% 1-Year Est. Return

LWM

Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors Dayton, Ohio $145M AUM 13.5% 1-Year Est. Return

Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $902M AUM 8.72% 1-Year Est. Return

Halbert Hargrove Global Advisors's SCHK Position: Q3 2026 in Review

Halbert Hargrove Global Advisors held its Schwab 1000 Index ETF (SCHK) position steady in Q3 2026 at 3,510 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #133.

Halbert Hargrove Global Advisors first reported a position in SCHK in Q4 2024 and has held it in 8 quarters since. 180 funds tracked by Wall St. Rank hold SCHK as of Q3 2026.

Halbert Hargrove Global Advisors held 3,510 shares of Schwab 1000 Index ETF worth $129K as of Q3 2026.
Halbert Hargrove Global Advisors left its Schwab 1000 Index ETF share count unchanged in Q3 2026.
Schwab 1000 Index ETF made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #133 holding.
Halbert Hargrove Global Advisors first reported a position in Schwab 1000 Index ETF in Q4 2024 and has held it in 8 quarters since.
180 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.