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

Atlas 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
Q1 		$29.9K Hold
954
– – ﹤0.01% 713
2025
Q4 		$31.3K Buy
+954
New +$31K ﹤0.01% 686
2025
Q2 		$64.2K Hold
2,154
– – 0.01% 592
2025
Q1 		$58K Hold
2,154
– – 0.01% 610
2024
Q4 		$61K Sell
2,154
-428
-17% -$12.2K 0.01% 574
2024
Q3 		$71.4K Hold
2,582
– – 0.01% 531
2024
Q2 		$67.6K Sell
2,582
-244
-9% -$6.16K 0.01% 549
2024
Q1 		$71.6K Hold
2,826
– – 0.01% 521
2023
Q4 		$65.1K Sell
2,826
-150
-5% -$3.22K 0.01% 555
2023
Q3 		$61.5K Hold
2,976
– – 0.01% 513
2023
Q2 		$63.7K Sell
2,976
-2,878
-49% -$58.2K 0.01% 540
2023
Q1 		$116K Sell
5,854
-3,488
-37% -$67.4K 0.02% 443
2022
Q4 		$173K Sell
9,342
-2,488
-21% -$46.2K 0.03% 362
2022
Q3 		$205K Buy
11,830
+648
+6% +$12.5K 0.04% 337
2022
Q2 		$204K Sell
11,182
-2,000
-15% -$39.7K 0.03% 367
2022
Q1 		$290K Sell
13,182
-1,446
-10% -$31.4K 0.05% 293
2021
Q4 		$341K Buy
14,628
+616
+4% +$14K 0.05% 281
2021
Q3 		$298K Sell
14,012
-118
-0.8% -$2.58K 0.05% 286
2021
Q2 		$301K Sell
14,130
-7,838
-36% -$163K 0.05% 292
2021
Q1 		$433K Buy
21,968
+360
+2% +$6.95K 0.08% 223
2020
Q4 		$404K Sell
21,608
-1,646
-7% -$29K 0.08% 208
2020
Q3 		$383K Sell
23,254
-3,984
-15% -$65K 0.09% 217
2020
Q2 		$413K Buy
27,238
+580
+2% +$8.31K 0.1% 204
2020
Q1 		$334K Buy
26,658
+1,566
+6% +$23.4K 0.1% 207
2019
Q4 		$396K Buy
25,092
+1,138
+5% +$17.2K 0.1% 222
2019
Q3 		$349K Buy
23,954
+17,770
+287% +$259K 0.11% 238
2019
Q2 		$89.3K Buy
+6,184
New +$87.7K 0.03% 405

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 $891M AUM 22.99% 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
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.37B AUM 23.84% 1-Year Est. Return

Atlas Capital Advisors's SCHK Position: Q1 2026 in Review

Atlas Capital Advisors held its Schwab 1000 Index ETF (SCHK) position steady in Q1 2026 at 954 shares worth $29.9K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Atlas Capital Advisors first reported a position in SCHK in Q2 2019 and has held it in 27 quarters since. The position peaked at $433K in Q1 2021. 236 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • Atlas Capital Advisors held 954 shares of Schwab 1000 Index ETF worth $29.9K as of Q1 2026.
  • Atlas Capital Advisors left its Schwab 1000 Index ETF share count unchanged in Q1 2026.
  • Schwab 1000 Index ETF made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q1 2026, its #713 holding.
  • Atlas Capital Advisors first reported a position in Schwab 1000 Index ETF in Q2 2019 and has held it in 27 quarters since.
  • Atlas Capital Advisors's Schwab 1000 Index ETF position peaked at $433K in Q1 2021.
  • 236 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.