SCHK β€” Schwab 1000 ETF

Ownership history in RVW Wealth, LLC  Β·  4 quarters on record

AI Ownership Summary

RVW Wealth, LLC reported Schwab 1000 ETF (SCHK) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.02% in 2025 Q2. The latest visible filing shows SCHK at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SCHK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RVW Wealth, LLC's position in Schwab 1000 ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SCHK was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How RVW Wealth, LLC held SCHK β€” position size vs. price
% of Fund (quarterly)    SCHK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 9,148 -288 -3.1% 0.02% $287K 2026-04-08 $32.57
2025 Q4 UNCHANGED 9,436 β€” 0% 0.02% $309K 2026-01-12 $33.42
2025 Q3 UNCHANGED 9,436 β€” 0% 0.02% $303K 2025-10-21 $32.19
2025 Q2 INITIATED 9,436 β€” β€” 0.02% $281K 2025-07-15 $29.77

FAQ About RVW Wealth, LLC and SCHK

These are the practical questions this page is built to answer before you even open the full history table.

How long has RVW Wealth, LLC reported owning SCHK?

RVW Wealth, LLC reported SCHK across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported SCHK position in RVW Wealth, LLC's portfolio?

The largest reported portfolio weight for SCHK was 0.02% in 2025 Q2.

What is the latest reported SCHK position on this page?

The most recent filing on this page is 2026 Q1, when RVW Wealth, LLC reported 9,148 shares, equal to 0.02% of portfolio, with an estimated market value of $287K.

What does the chart on this SCHK ownership page compare?

The chart compares RVW Wealth, LLC's quarterly SCHK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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