RVW Wealth’s Schwab 1000 Index ETF SCHK Stock Holding History

RVW 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
2026 Q3	$335K	Hold	9,148	–	–	0.02%	140
2026 Q2	$330K	Hold	9,148	–	–	0.02%	139
2026 Q1	$287K	Sell	9,148 -288	-3%	-$9.43K	0.02%	144
2025 Q4	$309K	Hold	9,436	–	–	0.02%	139
2025 Q3	$303K	Hold	9,436	–	–	0.02%	145
2025 Q2	$281K	Buy	+9,436	New	+$260K	0.02%	142

Other funds holding SCHK

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

LWM

Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

OCM

Orser Capital Management Southlake, Texas $176M AUM 23.16% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

BSCCG

Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return

SHFA

Sherrill & Hutchins Financial Advisory Atlanta, Georgia $207M AUM 7.48% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

RVW Wealth's SCHK Position: Q3 2026 in Review

RVW Wealth held its Schwab 1000 Index ETF (SCHK) position steady in Q3 2026 at 9,148 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #140.

RVW Wealth first reported a position in SCHK in Q2 2025 and has held it in 6 quarters since. 32 funds tracked by Wall St. Rank hold SCHK as of Q3 2026.

RVW Wealth held 9,148 shares of Schwab 1000 Index ETF worth $335K as of Q3 2026.
RVW Wealth left its Schwab 1000 Index ETF share count unchanged in Q3 2026.
Schwab 1000 Index ETF made up 0.02% of RVW Wealth's portfolio in Q3 2026, its #140 holding.
RVW Wealth first reported a position in Schwab 1000 Index ETF in Q2 2025 and has held it in 6 quarters since.
32 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.