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Blue Capital Inc’s Schwab 1000 Index ETF SCHK Stock Holding History

Blue Capital Inc’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
2025
Q3 		– Sell
-86,230
Closed -$2.57M – 113
2025
Q2 		$2.57M Buy
+86,230
New +$2.38M 1.82% 16

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Creative Planning
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AAG
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WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return

Blue Capital Inc's SCHK Position: Q3 2025 in Review

Blue Capital Inc sold out of Schwab 1000 Index ETF (SCHK) in Q3 2025, closing a stake of 86,230 shares — an estimated $2.57M sold.

Blue Capital Inc first reported a position in SCHK in Q2 2025 and held it in 1 quarter. The position peaked at $2.57M in Q2 2025. 224 funds tracked by Wall St. Rank hold SCHK as of Q3 2025.

  • Blue Capital Inc reported no remaining Schwab 1000 Index ETF position as of Q3 2025 after selling out during the quarter.
  • Blue Capital Inc sold 86,230 Schwab 1000 Index ETF shares in Q3 2025, an estimated $2.57M.
  • Blue Capital Inc first reported a position in Schwab 1000 Index ETF in Q2 2025 and held it in 1 quarter.
  • Blue Capital Inc's Schwab 1000 Index ETF position peaked at $2.57M in Q2 2025.
  • 224 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2025.

Based on Blue Capital Inc's 13F filing for Q3 2025, filed 14 Nov 2025.