Arax Advisory Partners’s Schwab 1000 Index ETF SCHK Stock Holding History

Arax Advisory Partners’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	$975K	Buy	27,038 +13,476	+99%	+$471K	0.01%	1230
2026 Q1	$425K	Buy	13,562 +169	+1%	+$5.54K	0.01%	712
2025 Q4	$439K	Buy	+13,393	New	+$436K	0.01%	648
2025 Q3	–	Sell	-3,969	Closed	-$118K	–	4164
2025 Q2	$118K	Sell	3,969 -218	-5%	-$6.01K	0.01%	850
2025 Q1	$113K	Buy	+4,187	New	+$119K	0.01%	679
2023 Q1	–	Sell	-68	Closed	-$1.26K	–	1305
2022 Q4	$1.26K	Buy	+68	New	+$1.26K	﹤0.01%	1026
2022 Q2	–	Sell	-28	Closed	-$1K	–	1225
2022 Q1	$1K	Buy	+28	New	+$608	﹤0.01%	1086
2021 Q4	–	Sell	-6	Closed	–	–	1189
2021 Q3	$0	Hold	6	–	–	﹤0.01%	1064
2021 Q2	$0	Buy	+6	New	+$124	﹤0.01%	931

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

Arax Advisory Partners's SCHK Position: Q2 2026 in Review

Arax Advisory Partners increased its Schwab 1000 Index ETF (SCHK) stake by 99% in Q2 2026, buying an estimated $471K and bringing the position to 27,038 shares worth $975K. The position accounts for 0.01% of the portfolio, ranked #1230.

Arax Advisory Partners first reported a position in SCHK in Q2 2021 and has held it in 9 quarters since. 267 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

Arax Advisory Partners held 27,038 shares of Schwab 1000 Index ETF worth $975K as of Q2 2026.
Arax Advisory Partners bought 13,476 Schwab 1000 Index ETF shares in Q2 2026, an estimated $471K.
Schwab 1000 Index ETF made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1230 holding.
Arax Advisory Partners first reported a position in Schwab 1000 Index ETF in Q2 2021 and has held it in 9 quarters since.
267 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.