Alamar Capital Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Alamar Capital 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	$581K	Buy	16,116 +26	+0.2%	+$908	0.29%	58
2026 Q1	$504K	Buy	16,090 +29	+0.2%	+$950	0.31%	59
2025 Q4	$527K	Buy	16,061 +30	+0.2%	+$976	0.29%	59
2025 Q3	$515K	Buy	16,031 +28	+0.2%	+$867	0.27%	57
2025 Q2	$477K	Buy	16,003 +29	+0.2%	+$799	0.26%	56
2025 Q1	$430K	Buy	15,974 +30	+0.2%	+$852	0.26%	57
2024 Q4	$451K	Buy	15,944 +32	+0.2%	+$911	0.25%	61
2024 Q3	$440K	Buy	15,912 +60	+0.4%	+$1.6K	0.24%	61
2024 Q2	$416K	Buy	+15,852	New	+$400K	0.25%	63
2023 Q4	$364K	Buy	15,822 +40	+0.3%	+$860	0.29%	51
2023 Q3	$326K	Buy	15,782 +36	+0.2%	+$773	0.31%	50
2023 Q2	$337K	Buy	15,746 +34	+0.2%	+$688	0.25%	61
2023 Q1	$311K	Buy	15,712 +36	+0.2%	+$695	0.26%	58
2022 Q4	$289K	Buy	15,676 +42	+0.3%	+$781	0.3%	59
2022 Q3	$271K	Buy	15,634 +2,556	+20%	+$49.2K	0.3%	58
2022 Q2	$238K	Hold	13,078	–	–	0.27%	57
2022 Q1	$288K	Hold	13,078	–	–	0.24%	58
2021 Q4	$305K	Buy	+13,078	New	+$297K	0.22%	57

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

Alamar Capital Management's SCHK Position: Q2 2026 in Review

Alamar Capital Management increased its Schwab 1000 Index ETF (SCHK) stake by 0.16% in Q2 2026, buying an estimated $908 and bringing the position to 16,116 shares worth $581K. The position accounts for 0.29% of the portfolio, ranked #58.

Alamar Capital Management first reported a position in SCHK in Q4 2021 and has held it in 18 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

Alamar Capital Management held 16,116 shares of Schwab 1000 Index ETF worth $581K as of Q2 2026.
Alamar Capital Management bought 26 Schwab 1000 Index ETF shares in Q2 2026, an estimated $908.
Schwab 1000 Index ETF made up 0.29% of Alamar Capital Management's portfolio in Q2 2026, its #58 holding.
Alamar Capital Management first reported a position in Schwab 1000 Index ETF in Q4 2021 and has held it in 18 quarters since.
268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Alamar Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.