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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
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
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
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
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
WA
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return