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Howe & Rusling’s Schwab 1000 Index ETF SCHK Stock Holding History

Howe & Rusling’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 		$14.6K Buy
406
+1
+0.2% +$35 ﹤0.01% 431
2026
Q1 		$12.7K Buy
405
+66
+19% +$2.16K ﹤0.01% 422
2025
Q4 		$11.1K Buy
339
+1
+0.3% +$33 ﹤0.01% 427
2025
Q3 		$10.9K Buy
338
+1
+0.3% +$31 ﹤0.01% 417
2025
Q2 		$10.1K Buy
337
+1
+0.3% +$28 ﹤0.01% 413
2025
Q1 		$9.05K Buy
+336
New +$9.54K ﹤0.01% 384

Other funds holding SCHK

Financial Engines Advisors
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Creative Planning
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
WA
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Howe & Rusling's SCHK Position: Q2 2026 in Review

Howe & Rusling increased its Schwab 1000 Index ETF (SCHK) stake by 0.25% in Q2 2026, buying an estimated $35 and bringing the position to 406 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Howe & Rusling first reported a position in SCHK in Q1 2025 and has held it in 6 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Howe & Rusling held 406 shares of Schwab 1000 Index ETF worth $14.6K as of Q2 2026.
  • Howe & Rusling bought 1 Schwab 1000 Index ETF share in Q2 2026, an estimated $35.
  • Schwab 1000 Index ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q2 2026, its #431 holding.
  • Howe & Rusling first reported a position in Schwab 1000 Index ETF in Q1 2025 and has held it in 6 quarters since.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.