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Morton Brown Family Wealth’s Schwab 1000 Index ETF SCHK Stock Holding History

Morton Brown Family Wealth’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
2025
Q1 		– Sell
-20
Closed -$566 – 350
2024
Q4 		$566 Hold
20
– – ﹤0.01% 260
2024
Q3 		$553 Buy
+20
New +$532 ﹤0.01% 249

Other funds holding SCHK

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LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $690M AUM 17.95% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $147M AUM 15.07% 1-Year Est. Return

Morton Brown Family Wealth's SCHK Position: Q1 2025 in Review

Morton Brown Family Wealth sold out of Schwab 1000 Index ETF (SCHK) in Q1 2025, closing a stake of 20 shares — an estimated $566 sold.

Morton Brown Family Wealth first reported a position in SCHK in Q3 2024 and held it in 2 quarters. The position peaked at $566 in Q4 2024. 195 funds tracked by Wall St. Rank hold SCHK as of Q1 2025.

  • Morton Brown Family Wealth reported no remaining Schwab 1000 Index ETF position as of Q1 2025 after selling out during the quarter.
  • Morton Brown Family Wealth sold 20 Schwab 1000 Index ETF shares in Q1 2025, an estimated $566.
  • Morton Brown Family Wealth first reported a position in Schwab 1000 Index ETF in Q3 2024 and held it in 2 quarters.
  • Morton Brown Family Wealth's Schwab 1000 Index ETF position peaked at $566 in Q4 2024.
  • 195 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2025.

Based on Morton Brown Family Wealth's 13F filing for Q1 2025, filed 25 Apr 2025.