Blue Sky Capital Consultants Group’s Schwab 1000 Index ETF SCHK Stock Holding History

Blue Sky Capital Consultants Group’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	$3.86M	Buy	123,125 +94,795	+335%	+$3.11M	1.84%	17
2025 Q4	$929K	Buy	28,330 +10,018	+55%	+$326K	0.4%	38
2025 Q3	$588K	Sell	18,312 -7,427	-29%	-$230K	0.25%	39
2025 Q2	$768K	Sell	25,739 -408	-2%	-$11.2K	0.39%	34
2025 Q1	$704K	Sell	26,147 -38,652	-60%	-$1.1M	0.46%	36
2024 Q4	$1.83M	Buy	+64,799	New	+$1.84M	1.1%	25

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 $891M AUM 22.99% 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

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.37B AUM 23.84% 1-Year Est. Return

Blue Sky Capital Consultants Group's SCHK Position: Q1 2026 in Review

Blue Sky Capital Consultants Group increased its Schwab 1000 Index ETF (SCHK) stake by 335% in Q1 2026, buying an estimated $3.11M and bringing the position to 123,125 shares worth $3.86M. The position accounts for 1.84% of the portfolio, ranked #17.

Blue Sky Capital Consultants Group first reported a position in SCHK in Q4 2024 and has held it in 6 quarters since. 236 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

Blue Sky Capital Consultants Group held 123,125 shares of Schwab 1000 Index ETF worth $3.86M as of Q1 2026.
Blue Sky Capital Consultants Group bought 94,795 Schwab 1000 Index ETF shares in Q1 2026, an estimated $3.11M.
Schwab 1000 Index ETF made up 1.84% of Blue Sky Capital Consultants Group's portfolio in Q1 2026, its #17 holding.
Blue Sky Capital Consultants Group first reported a position in Schwab 1000 Index ETF in Q4 2024 and has held it in 6 quarters since.
236 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Blue Sky Capital Consultants Group's 13F filing for Q1 2026, filed 28 Apr 2026.