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Angeles Wealth Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Angeles Wealth 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 		– Sell
-2,000
Closed -$62.7K – 650
2026
Q1 		$62.7K Buy
+2,000
New +$65.5K ﹤0.01% 462

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PWMA
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Angeles Wealth Management's SCHK Position: Q2 2026 in Review

Angeles Wealth Management sold out of Schwab 1000 Index ETF (SCHK) in Q2 2026, closing a stake of 2,000 shares — an estimated $62.7K sold.

Angeles Wealth Management first reported a position in SCHK in Q1 2026 and held it in 1 quarter. The position peaked at $62.7K in Q1 2026. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Angeles Wealth Management reported no remaining Schwab 1000 Index ETF position as of Q2 2026 after selling out during the quarter.
  • Angeles Wealth Management sold 2,000 Schwab 1000 Index ETF shares in Q2 2026, an estimated $62.7K.
  • Angeles Wealth Management first reported a position in Schwab 1000 Index ETF in Q1 2026 and held it in 1 quarter.
  • Angeles Wealth Management's Schwab 1000 Index ETF position peaked at $62.7K in Q1 2026.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.