Arlington Trust’s Schwab 1000 Index ETF SCHK Stock Holding History

Arlington Trust’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	$39.7K	Hold	1,100	–	–	﹤0.01%	300
2026 Q1	$34.5K	Hold	1,100	–	–	﹤0.01%	263
2025 Q4	$36.1K	Sell	1,100 -2,000	-65%	-$65.1K	﹤0.01%	223
2025 Q3	$99.6K	Hold	3,100	–	–	0.02%	272
2025 Q2	$92.4K	Hold	3,100	–	–	0.02%	269
2025 Q1	$83.5K	Buy	+3,100	New	+$88K	0.02%	292

Other funds holding SCHK

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Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return