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Beacon Pointe Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Beacon Pointe 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
Q2 		$548K Sell
15,203
-340
-2% -$11.9K ﹤0.01% 1299
2026
Q1 		$487K Buy
15,543
+270
+2% +$8.84K ﹤0.01% 1313
2025
Q4 		$501K Sell
15,273
-4,738
-24% -$154K ﹤0.01% 1076
2025
Q3 		$643K Buy
20,011
+4,448
+29% +$138K 0.01% 924
2025
Q2 		$464K Buy
15,563
+495
+3% +$13.6K ﹤0.01% 904
2025
Q1 		$406K Buy
15,068
+10
+0.1% +$284 ﹤0.01% 914
2024
Q4 		$426K Buy
15,058
+14
+0.1% +$398 ﹤0.01% 878
2024
Q3 		$416K Buy
15,044
+20
+0.1% +$532 ﹤0.01% 914
2024
Q2 		$393K Sell
15,024
-2,886
-16% -$72.9K ﹤0.01% 960
2024
Q1 		$454K Buy
+17,910
New +$431K 0.01% 945
2022
Q2 		– Sell
-30,446
Closed -$670K – 1198
2022
Q1 		$670K Buy
+30,446
New +$661K 0.01% 726

Other funds holding SCHK

Financial Engines Advisors
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Creative Planning
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
WA
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Beacon Pointe Advisors's SCHK Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Schwab 1000 Index ETF (SCHK) stake by 2.2% in Q2 2026, selling an estimated $11.9K and leaving 15,203 shares worth $548K. The position accounts for ﹤0.01% of the portfolio, ranked #1299.

Beacon Pointe Advisors first reported a position in SCHK in Q1 2022 and has held it in 11 quarters since. The position peaked at $670K in Q1 2022. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Beacon Pointe Advisors held 15,203 shares of Schwab 1000 Index ETF worth $548K as of Q2 2026.
  • Beacon Pointe Advisors sold 340 Schwab 1000 Index ETF shares in Q2 2026, an estimated $11.9K.
  • Schwab 1000 Index ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1299 holding.
  • Beacon Pointe Advisors first reported a position in Schwab 1000 Index ETF in Q1 2022 and has held it in 11 quarters since.
  • Beacon Pointe Advisors's Schwab 1000 Index ETF position peaked at $670K in Q1 2022.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.