Northwestern Mutual Wealth Management
SCHK icon

Northwestern Mutual Wealth Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Northwestern Mutual 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 		$2.11M Buy
58,554
+4,471
+8% +$156K ﹤0.01% 1152
2026
Q1 		$1.69M Buy
54,083
+12,894
+31% +$422K ﹤0.01% 1157
2025
Q4 		$1.35M Sell
41,189
-2,549
-6% -$82.9K ﹤0.01% 1191
2025
Q3 		$1.4M Buy
43,738
+207
+0.5% +$6.41K ﹤0.01% 1121
2025
Q2 		$1.3M Sell
43,531
-9,183
-17% -$253K ﹤0.01% 1082
2025
Q1 		$1.42M Buy
52,714
+5,159
+11% +$147K ﹤0.01% 1000
2024
Q4 		$1.35M Sell
47,555
-1,185
-2% -$33.7K ﹤0.01% 964
2024
Q3 		$1.35M Buy
48,740
+960
+2% +$25.6K ﹤0.01% 961
2024
Q2 		$1.25M Buy
47,780
+2,510
+6% +$63.4K ﹤0.01% 952
2024
Q1 		$1.15M Sell
45,270
-1,616
-3% -$38.9K ﹤0.01% 967
2023
Q4 		$1.08M Buy
46,886
+17,708
+61% +$381K ﹤0.01% 947
2023
Q3 		$603K Buy
29,178
+1,964
+7% +$42.2K ﹤0.01% 1092
2023
Q2 		$582K Sell
27,214
-3,252
-11% -$65.8K ﹤0.01% 1105
2023
Q1 		$602K Buy
30,466
+3,340
+12% +$64.5K ﹤0.01% 1068
2022
Q4 		$501K Sell
27,126
-50,892
-65% -$946K ﹤0.01% 1098
2022
Q3 		$1.35M Buy
78,018
+60,442
+344% +$1.16M ﹤0.01% 741
2022
Q2 		$321K Buy
17,576
+9,384
+115% +$186K ﹤0.01% 1232
2022
Q1 		$180K Hold
8,192
– – ﹤0.01% 1473
2021
Q4 		$191K Buy
8,192
+200
+3% +$4.54K ﹤0.01% 1456
2021
Q3 		$170K Buy
7,992
+316
+4% +$6.92K ﹤0.01% 1412
2021
Q2 		$164K Buy
7,676
+3,060
+66% +$63.5K ﹤0.01% 1394
2021
Q1 		$91K Buy
4,616
+150
+3% +$2.9K ﹤0.01% 1526
2020
Q4 		$83K Buy
+4,466
New +$78.7K ﹤0.01% 1466
2020
Q1 		– Sell
-702
Closed -$11K – 2725
2019
Q4 		$11K Buy
702
+56
+9% +$847 ﹤0.01% 1918
2019
Q3 		$9K Buy
+646
New +$9.4K ﹤0.01% 1954

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

Northwestern Mutual Wealth Management's SCHK Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Schwab 1000 Index ETF (SCHK) stake by 8.3% in Q2 2026, buying an estimated $156K and bringing the position to 58,554 shares worth $2.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1152.

Northwestern Mutual Wealth Management first reported a position in SCHK in Q3 2019 and has held it in 25 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Northwestern Mutual Wealth Management held 58,554 shares of Schwab 1000 Index ETF worth $2.11M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 4,471 Schwab 1000 Index ETF shares in Q2 2026, an estimated $156K.
  • Schwab 1000 Index ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1152 holding.
  • Northwestern Mutual Wealth Management first reported a position in Schwab 1000 Index ETF in Q3 2019 and has held it in 25 quarters since.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.