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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
Q2 		$129M Buy
3,585,472
+4,893
+0.1% +$171K 14.51% 1
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 $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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
WA
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $284M AUM 24.22% 1-Year Est. Return

Warwick Investment Management's SCHK Position: Q2 2026 in Review

Warwick Investment Management increased its Schwab 1000 Index ETF (SCHK) stake by 0.14% in Q2 2026, buying an estimated $171K and bringing the position to 3,585,472 shares worth $129M. The position accounts for 14.51% of the portfolio, ranked #1.

Warwick Investment Management first reported a position in SCHK in Q4 2023 and has held it in 11 quarters since. 267 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Warwick Investment Management held 3,585,472 shares of Schwab 1000 Index ETF worth $129M as of Q2 2026.
  • Warwick Investment Management bought 4,893 Schwab 1000 Index ETF shares in Q2 2026, an estimated $171K.
  • Schwab 1000 Index ETF made up 14.51% of Warwick Investment Management's portfolio in Q2 2026, its #1 holding.
  • Warwick Investment Management first reported a position in Schwab 1000 Index ETF in Q4 2023 and has held it in 11 quarters since.
  • 267 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Warwick Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.