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AlphaCore Capital’s Schwab 1000 Index ETF SCHK Stock Holding History

AlphaCore Capital’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 		$103K Sell
3,292
-500
-13% -$16.4K ﹤0.01% 921
2025
Q4 		$124K Buy
3,792
+96
+3% +$3.12K ﹤0.01% 1056
2025
Q3 		$119K Hold
3,696
– – ﹤0.01% 786
2025
Q2 		$110K Buy
3,696
+500
+16% +$13.8K ﹤0.01% 693
2025
Q1 		$86K Buy
+3,196
New +$90.8K 0.01% 538

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
WIM
Warwick Investment Management Bryan, Texas $690M AUM 17.95% 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 $2.02B AUM 36.49% 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

AlphaCore Capital's SCHK Position: Q1 2026 in Review

AlphaCore Capital reduced its Schwab 1000 Index ETF (SCHK) stake by 13% in Q1 2026, selling an estimated $16.4K and leaving 3,292 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #921.

AlphaCore Capital first reported a position in SCHK in Q1 2025 and has held it in 5 quarters since. The position peaked at $124K in Q4 2025. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • AlphaCore Capital held 3,292 shares of Schwab 1000 Index ETF worth $103K as of Q1 2026.
  • AlphaCore Capital sold 500 Schwab 1000 Index ETF shares in Q1 2026, an estimated $16.4K.
  • Schwab 1000 Index ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q1 2026, its #921 holding.
  • AlphaCore Capital first reported a position in Schwab 1000 Index ETF in Q1 2025 and has held it in 5 quarters since.
  • AlphaCore Capital's Schwab 1000 Index ETF position peaked at $124K in Q4 2025.
  • 235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.