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 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 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

Beacon Pointe Advisors's SCHK Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Schwab 1000 Index ETF (SCHK) stake by 1.8% in Q1 2026, buying an estimated $8.84K and bringing the position to 15,543 shares worth $487K. The position accounts for ﹤0.01% of the portfolio, ranked #1313.

Beacon Pointe Advisors first reported a position in SCHK in Q1 2022 and has held it in 10 quarters since. The position peaked at $670K in Q1 2022. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

Beacon Pointe Advisors held 15,543 shares of Schwab 1000 Index ETF worth $487K as of Q1 2026.
Beacon Pointe Advisors bought 270 Schwab 1000 Index ETF shares in Q1 2026, an estimated $8.84K.
Schwab 1000 Index ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1313 holding.
Beacon Pointe Advisors first reported a position in Schwab 1000 Index ETF in Q1 2022 and has held it in 10 quarters since.
Beacon Pointe Advisors's Schwab 1000 Index ETF position peaked at $670K in Q1 2022.
235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.