WIM
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Warwick Investment Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Warwick Investment Management’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 		$112M Buy
3,580,579
+78,125
+2% +$2.56M 16.26% 1
2025
Q4 		$115M Buy
3,502,454
+3,144
+0.1% +$102K 17.7% 1
2025
Q3 		$112M Sell
3,499,310
-588,389
-14% -$18.2M 19.51% 1
2025
Q2 		$122M Buy
4,087,699
+5,281
+0.1% +$146K 23.65% 1
2025
Q1 		$110M Sell
4,082,418
-305,530
-7% -$8.68M 22.83% 1
2024
Q4 		$124M Buy
4,387,948
+192,378
+5% +$5.48M 25.6% 1
2024
Q3 		$116M Buy
4,195,570
+443,030
+12% +$11.8M 27.49% 1
2024
Q2 		$98.2M Hold
3,752,540
– – 22.99% 1
2024
Q1 		$95.1M Buy
3,752,540
+2,097,824
+127% +$50.5M 22.79% 1
2023
Q4 		$38.1M Buy
+1,654,716
New +$35.6M 11.21% 2

Other funds holding SCHK

Financial Engines Advisors
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
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
WA
Waddell & Associates Memphis, Tennessee $1.77B AUM 35.55% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $147M AUM 15.07% 1-Year Est. Return