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Aptus Capital Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Aptus Capital Advisors’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 		$2.78M Buy
77,113
+523
+0.7% +$18.3K 0.02% 455
2026
Q1 		$2.4M Sell
76,590
-3,305
-4% -$108K 0.02% 447
2025
Q4 		$2.62M Buy
79,895
+4,770
+6% +$155K 0.02% 408
2025
Q3 		$2.41M Sell
75,125
-1,715
-2% -$53.1K 0.02% 400
2025
Q2 		$2.29M Buy
76,840
+1,140
+2% +$31.4K 0.02% 398
2025
Q1 		$2.04M Sell
75,700
-3,132
-4% -$88.9K 0.02% 393
2024
Q4 		$2.23M Buy
78,832
+5,050
+7% +$144K 0.02% 382
2024
Q3 		$1.02M Sell
73,782
-1,024
-1% -$27.3K 0.02% 407
2024
Q2 		$1.96M Buy
74,806
+6,406
+9% +$162K 0.03% 295
2024
Q1 		$1.73M Buy
68,400
+16,092
+31% +$387K 0.03% 318
2023
Q4 		$1.2M Buy
52,308
+22,648
+76% +$487K 0.03% 267
2023
Q3 		$612K Buy
29,660
+5,520
+23% +$119K 0.02% 348
2023
Q2 		$516K Buy
24,140
+7,070
+41% +$143K 0.01% 321
2023
Q1 		$338K Buy
17,070
+1,850
+12% +$35.7K 0.01% 374
2022
Q4 		$281K Buy
15,220
+7,240
+91% +$135K 0.01% 421
2022
Q3 		$138K Buy
7,980
+7,100
+807% +$137K ﹤0.01% 471
2022
Q2 		$16K Buy
880
+300
+52% +$5.96K ﹤0.01% 549
2022
Q1 		$13K Buy
580
+500
+625% +$10.8K ﹤0.01% 589
2021
Q4 		$2K Buy
+80
New +$1.81K ﹤0.01% 539

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
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 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

Aptus Capital Advisors's SCHK Position: Q2 2026 in Review

Aptus Capital Advisors increased its Schwab 1000 Index ETF (SCHK) stake by 0.68% in Q2 2026, buying an estimated $18.3K and bringing the position to 77,113 shares worth $2.78M. The position accounts for 0.02% of the portfolio, ranked #455.

Aptus Capital Advisors first reported a position in SCHK in Q4 2021 and has held it in 19 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Aptus Capital Advisors held 77,113 shares of Schwab 1000 Index ETF worth $2.78M as of Q2 2026.
  • Aptus Capital Advisors bought 523 Schwab 1000 Index ETF shares in Q2 2026, an estimated $18.3K.
  • Schwab 1000 Index ETF made up 0.02% of Aptus Capital Advisors's portfolio in Q2 2026, its #455 holding.
  • Aptus Capital Advisors first reported a position in Schwab 1000 Index ETF in Q4 2021 and has held it in 19 quarters since.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.