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 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

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Verity & Verity's SCHK Position: Q2 2026 in Review

Verity & Verity held its Schwab 1000 Index ETF (SCHK) position steady in Q2 2026 at 11,250 shares worth $406K. The position accounts for 0.03% of the portfolio, ranked #108.

Verity & Verity first reported a position in SCHK in Q1 2024 and has held it in 10 quarters since. The position peaked at $433K in Q4 2025. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

Verity & Verity held 11,250 shares of Schwab 1000 Index ETF worth $406K as of Q2 2026.
Verity & Verity left its Schwab 1000 Index ETF share count unchanged in Q2 2026.
Schwab 1000 Index ETF made up 0.03% of Verity & Verity's portfolio in Q2 2026, its #108 holding.
Verity & Verity first reported a position in Schwab 1000 Index ETF in Q1 2024 and has held it in 10 quarters since.
Verity & Verity's Schwab 1000 Index ETF position peaked at $433K in Q4 2025.
268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Verity & Verity's 13F filing for Q2 2026, filed 28 Jul 2026.