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Beacon Investment Advisory Services’s Schwab 1000 Index ETF SCHK Stock Holding History

Beacon Investment Advisory Services’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 		$21.6K Hold
600
– – ﹤0.01% 538
2026
Q1 		$18.8K Buy
+600
New +$19.7K ﹤0.01% 556

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Beacon Investment Advisory Services's SCHK Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Schwab 1000 Index ETF (SCHK) position steady in Q2 2026 at 600 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Beacon Investment Advisory Services first reported a position in SCHK in Q1 2026 and has held it in 2 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Beacon Investment Advisory Services held 600 shares of Schwab 1000 Index ETF worth $21.6K as of Q2 2026.
  • Beacon Investment Advisory Services left its Schwab 1000 Index ETF share count unchanged in Q2 2026.
  • Schwab 1000 Index ETF made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #538 holding.
  • Beacon Investment Advisory Services first reported a position in Schwab 1000 Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.