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
Q2 		$245K Hold
6,800
– – 0.1% 85
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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LWMT
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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
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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Long Island Wealth Management's SCHK Position: Q2 2026 in Review

Long Island Wealth Management held its Schwab 1000 Index ETF (SCHK) position steady in Q2 2026 at 6,800 shares worth $245K. 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 5 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Long Island Wealth Management held 6,800 shares of Schwab 1000 Index ETF worth $245K as of Q2 2026.
  • Long Island Wealth Management left its Schwab 1000 Index ETF share count unchanged in Q2 2026.
  • Schwab 1000 Index ETF made up 0.1% of Long Island Wealth Management's portfolio in Q2 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 5 quarters since.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Long Island Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.