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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
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 $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 $891M AUM 22.99% 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
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.37B AUM 23.84% 1-Year Est. Return

Howe & Rusling's SCHK Position: Q1 2026 in Review

Howe & Rusling increased its Schwab 1000 Index ETF (SCHK) stake by 19% in Q1 2026, buying an estimated $2.16K and bringing the position to 405 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Howe & Rusling first reported a position in SCHK in Q1 2025 and has held it in 5 quarters since. 236 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • Howe & Rusling held 405 shares of Schwab 1000 Index ETF worth $12.7K as of Q1 2026.
  • Howe & Rusling bought 66 Schwab 1000 Index ETF shares in Q1 2026, an estimated $2.16K.
  • Schwab 1000 Index ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q1 2026, its #422 holding.
  • Howe & Rusling first reported a position in Schwab 1000 Index ETF in Q1 2025 and has held it in 5 quarters since.
  • 236 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.