Avant Capital’s Schwab 1000 Index ETF SCHK Stock Holding History

Avant Capital’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	$947K	Sell	30,212 -843	-3%	-$27.6K	0.67%	33
2025 Q4	$1.02M	Buy	31,055 +1,724	+6%	+$56.1K	0.7%	32
2025 Q3	$942K	Buy	29,331 +2,381	+9%	+$73.7K	0.66%	32
2025 Q2	$804K	Sell	26,950 -1,120	-4%	-$30.9K	0.62%	34
2025 Q1	$756K	Buy	28,070 +288	+1%	+$8.18K	0.63%	32
2024 Q4	$786K	Buy	+27,782	New	+$791K	0.65%	32
2023 Q3	$572K	Buy	27,686 +286	+1%	+$6.14K	0.65%	32
2023 Q2	$586K	Buy	27,400 +1,818	+7%	+$36.8K	0.65%	32
2023 Q1	$506K	Sell	25,582 -372	-1%	-$7.19K	0.58%	35
2022 Q4	$479K	Sell	25,954 -354	-1%	-$6.58K	0.59%	34
2022 Q3	$455K	Buy	26,308 +66	+0.3%	+$1.27K	0.61%	34
2022 Q2	$478K	Buy	26,242 +62	+0.2%	+$1.23K	0.62%	33
2022 Q1	$576K	Buy	26,180 +44	+0.2%	+$955	0.64%	33
2021 Q4	$609K	Buy	+26,136	New	+$593K	0.67%	32

Other funds holding SCHK

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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

WIM

Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return

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

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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Avant Capital's SCHK Position: Q1 2026 in Review

Avant Capital reduced its Schwab 1000 Index ETF (SCHK) stake by 2.7% in Q1 2026, selling an estimated $27.6K and leaving 30,212 shares worth $947K. The position accounts for 0.67% of the portfolio, ranked #33.

Avant Capital first reported a position in SCHK in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.02M in Q4 2025. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

Avant Capital held 30,212 shares of Schwab 1000 Index ETF worth $947K as of Q1 2026.
Avant Capital sold 843 Schwab 1000 Index ETF shares in Q1 2026, an estimated $27.6K.
Schwab 1000 Index ETF made up 0.67% of Avant Capital's portfolio in Q1 2026, its #33 holding.
Avant Capital first reported a position in Schwab 1000 Index ETF in Q4 2021 and has held it in 14 quarters since.
Avant Capital's Schwab 1000 Index ETF position peaked at $1.02M in Q4 2025.
235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Avant Capital's 13F filing for Q1 2026, filed 12 May 2026.