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Robertson Stephens Wealth Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Robertson Stephens 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 		– Sell
-9,291
Closed -$305K – 656
2025
Q4 		$305K Buy
9,291
+1
+0% +$33 0.01% 520
2025
Q3 		$298K Hold
9,290
– – 0.01% 446
2025
Q2 		$277K Hold
9,290
– – 0.01% 470
2025
Q1 		$250K Buy
+9,290
New +$264K 0.01% 482

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $171B AUM 24.68% 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 $751B AUM 38.74% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 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

Robertson Stephens Wealth Management's SCHK Position: Q1 2026 in Review

Robertson Stephens Wealth Management sold out of Schwab 1000 Index ETF (SCHK) in Q1 2026, closing a stake of 9,291 shares — an estimated $305K sold.

Robertson Stephens Wealth Management first reported a position in SCHK in Q1 2025 and held it in 4 quarters. The position peaked at $305K in Q4 2025. 240 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • Robertson Stephens Wealth Management reported no remaining Schwab 1000 Index ETF position as of Q1 2026 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 9,291 Schwab 1000 Index ETF shares in Q1 2026, an estimated $305K.
  • Robertson Stephens Wealth Management first reported a position in Schwab 1000 Index ETF in Q1 2025 and held it in 4 quarters.
  • Robertson Stephens Wealth Management's Schwab 1000 Index ETF position peaked at $305K in Q4 2025.
  • 240 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.