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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
Q2 		$176K Hold
4,880
– – 0.01% 897
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
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

Rothschild Investment LLC's SCHK Position: Q2 2026 in Review

Rothschild Investment LLC held its Schwab 1000 Index ETF (SCHK) position steady in Q2 2026 at 4,880 shares worth $176K. The position accounts for 0.01% of the portfolio, ranked #897.

Rothschild Investment LLC first reported a position in SCHK in Q2 2024 and has held it in 9 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Rothschild Investment LLC held 4,880 shares of Schwab 1000 Index ETF worth $176K as of Q2 2026.
  • Rothschild Investment LLC left its Schwab 1000 Index ETF share count unchanged in Q2 2026.
  • Schwab 1000 Index ETF made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #897 holding.
  • Rothschild Investment LLC first reported a position in Schwab 1000 Index ETF in Q2 2024 and has held it in 9 quarters since.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.