LIWM
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Long Island Wealth Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Long Island Wealth 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
Q1 		$213K Hold
6,800
– – 0.1% 85
2025
Q4 		$223K Hold
6,800
– – 0.11% 83
2025
Q3 		$218K Hold
6,800
– – 0.11% 82
2025
Q2 		$203K Buy
+6,800
New +$187K 0.11% 78

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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

Long Island Wealth Management's SCHK Position: Q1 2026 in Review

Long Island Wealth Management held its Schwab 1000 Index ETF (SCHK) position steady in Q1 2026 at 6,800 shares worth $213K. The position accounts for 0.1% of the portfolio, ranked #85.

Long Island Wealth Management first reported a position in SCHK in Q2 2025 and has held it in 4 quarters since. The position peaked at $223K in Q4 2025. 236 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • Long Island Wealth Management held 6,800 shares of Schwab 1000 Index ETF worth $213K as of Q1 2026.
  • Long Island Wealth Management left its Schwab 1000 Index ETF share count unchanged in Q1 2026.
  • Schwab 1000 Index ETF made up 0.1% of Long Island Wealth Management's portfolio in Q1 2026, its #85 holding.
  • Long Island Wealth Management first reported a position in Schwab 1000 Index ETF in Q2 2025 and has held it in 4 quarters since.
  • Long Island Wealth Management's Schwab 1000 Index ETF position peaked at $223K in Q4 2025.
  • 236 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Long Island Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.