Verity & Verity’s Schwab 1000 Index ETF SCHK Stock Holding History

Verity & Verity’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	$352K	Sell	11,250 -1,951	-15%	-$63.9K	0.03%	110
2025 Q4	$433K	Hold	13,201	–	–	0.03%	113
2025 Q3	$424K	Sell	13,201 -295	-2%	-$9.13K	0.03%	103
2025 Q2	$402K	Hold	13,496	–	–	0.03%	104
2025 Q1	$363K	Hold	13,496	–	–	0.03%	105
2024 Q4	$382K	Sell	13,496 -404	-3%	-$11.5K	0.03%	107
2024 Q3	$384K	Hold	13,900	–	–	0.04%	91
2024 Q2	$364K	Hold	13,900	–	–	0.04%	93
2024 Q1	$352K	Buy	+13,900	New	+$335K	0.04%	88

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

Verity & Verity's SCHK Position: Q1 2026 in Review

Verity & Verity reduced its Schwab 1000 Index ETF (SCHK) stake by 15% in Q1 2026, selling an estimated $63.9K and leaving 11,250 shares worth $352K. The position accounts for 0.03% of the portfolio, ranked #110.

Verity & Verity first reported a position in SCHK in Q1 2024 and has held it in 9 quarters since. The position peaked at $433K in Q4 2025. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

Verity & Verity held 11,250 shares of Schwab 1000 Index ETF worth $352K as of Q1 2026.
Verity & Verity sold 1,951 Schwab 1000 Index ETF shares in Q1 2026, an estimated $63.9K.
Schwab 1000 Index ETF made up 0.03% of Verity & Verity's portfolio in Q1 2026, its #110 holding.
Verity & Verity first reported a position in Schwab 1000 Index ETF in Q1 2024 and has held it in 9 quarters since.
Verity & Verity's Schwab 1000 Index ETF position peaked at $433K in Q4 2025.
235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Verity & Verity's 13F filing for Q1 2026, filed 15 Apr 2026.