Rothschild Investment LLC’s Schwab 1000 Index ETF SCHK Stock Holding History

Rothschild Investment LLC’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	$153K	Hold	4,880	–	–	0.01%	753
2025 Q4	$160K	Hold	4,880	–	–	0.01%	691
2025 Q3	$157K	Hold	4,880	–	–	0.01%	679
2025 Q2	$146K	Hold	4,880	–	–	0.01%	570
2025 Q1	$131K	Hold	4,880	–	–	0.01%	583
2024 Q4	$138K	Hold	4,880	–	–	0.01%	579
2024 Q3	$135K	Hold	4,880	–	–	0.01%	590
2024 Q2	$128K	Buy	+4,880	New	+$123K	0.01%	580

Other funds holding SCHK

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

WIM

Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return

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

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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Rothschild Investment LLC's SCHK Position: Q1 2026 in Review

Rothschild Investment LLC held its Schwab 1000 Index ETF (SCHK) position steady in Q1 2026 at 4,880 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #753.

Rothschild Investment LLC first reported a position in SCHK in Q2 2024 and has held it in 8 quarters since. The position peaked at $160K in Q4 2025. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

Rothschild Investment LLC held 4,880 shares of Schwab 1000 Index ETF worth $153K as of Q1 2026.
Rothschild Investment LLC left its Schwab 1000 Index ETF share count unchanged in Q1 2026.
Schwab 1000 Index ETF made up 0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #753 holding.
Rothschild Investment LLC first reported a position in Schwab 1000 Index ETF in Q2 2024 and has held it in 8 quarters since.
Rothschild Investment LLC's Schwab 1000 Index ETF position peaked at $160K in Q4 2025.
235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.