Bell Investment Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Bell Investment 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	$18.6K	Buy	517 +1	+0.2%	+$35	﹤0.01%	494
2026 Q1	$16.2K	Buy	516 +2	+0.4%	+$66	﹤0.01%	512
2025 Q4	$16.9K	Sell	514 -4	-0.8%	-$130	﹤0.01%	505
2025 Q3	$16.6K	Buy	518 +2	+0.4%	+$62	﹤0.01%	463
2025 Q2	$15.4K	Buy	516 +1	+0.2%	+$28	﹤0.01%	512
2025 Q1	$13.9K	Sell	515 -1	-0.2%	-$28	﹤0.01%	491
2024 Q4	$14.6K	Buy	516 +2	+0.4%	+$57	﹤0.01%	469
2024 Q3	$14.2K	Buy	514 +2	+0.4%	+$53	﹤0.01%	494
2024 Q2	$13.4K	Sell	512 -4	-0.8%	-$101	﹤0.01%	501
2024 Q1	$13.1K	Buy	+516	New	+$12.4K	﹤0.01%	492

Other funds holding SCHK

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bell Investment Advisors's SCHK Position: Q2 2026 in Review

Bell Investment Advisors increased its Schwab 1000 Index ETF (SCHK) stake by 0.19% in Q2 2026, buying an estimated $35 and bringing the position to 517 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Bell Investment Advisors first reported a position in SCHK in Q1 2024 and has held it in 10 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

Bell Investment Advisors held 517 shares of Schwab 1000 Index ETF worth $18.6K as of Q2 2026.
Bell Investment Advisors bought 1 Schwab 1000 Index ETF share in Q2 2026, an estimated $35.
Schwab 1000 Index ETF made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #494 holding.
Bell Investment Advisors first reported a position in Schwab 1000 Index ETF in Q1 2024 and has held it in 10 quarters since.
268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.