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 Q3	$297K	Sell	8,099 -3,151	-28%	-$115K	0.02%	114
2026 Q2	$406K	Hold	11,250	–	–	0.03%	108
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

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

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

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 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

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

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

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

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

Verity & Verity's SCHK Position: Q3 2026 in Review

Verity & Verity reduced its Schwab 1000 Index ETF (SCHK) stake by 28% in Q3 2026, selling an estimated $115K and leaving 8,099 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #114.

Verity & Verity first reported a position in SCHK in Q1 2024 and has held it in 11 quarters since. The position peaked at $433K in Q4 2025. 80 funds tracked by Wall St. Rank hold SCHK as of Q3 2026.

Verity & Verity held 8,099 shares of Schwab 1000 Index ETF worth $297K as of Q3 2026.
Verity & Verity sold 3,151 Schwab 1000 Index ETF shares in Q3 2026, an estimated $115K.
Schwab 1000 Index ETF made up 0.02% of Verity & Verity's portfolio in Q3 2026, its #114 holding.
Verity & Verity first reported a position in Schwab 1000 Index ETF in Q1 2024 and has held it in 11 quarters since.
Verity & Verity's Schwab 1000 Index ETF position peaked at $433K in Q4 2025.
80 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2026.

Based on Verity & Verity's 13F filing for Q3 2026, filed 23 Oct 2026.