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 Q2	$1.34M	Sell	37,069 -86,056	-70%	-$3.01M	0.57%	33
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 $56.3B AUM 17.83% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 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

Blue Sky Capital Consultants Group's SCHK Position: Q2 2026 in Review

Blue Sky Capital Consultants Group reduced its Schwab 1000 Index ETF (SCHK) stake by 70% in Q2 2026, selling an estimated $3.01M and leaving 37,069 shares worth $1.34M. The position accounts for 0.57% of the portfolio, ranked #33.

Blue Sky Capital Consultants Group first reported a position in SCHK in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.86M in Q1 2026. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

Blue Sky Capital Consultants Group held 37,069 shares of Schwab 1000 Index ETF worth $1.34M as of Q2 2026.
Blue Sky Capital Consultants Group sold 86,056 Schwab 1000 Index ETF shares in Q2 2026, an estimated $3.01M.
Schwab 1000 Index ETF made up 0.57% of Blue Sky Capital Consultants Group's portfolio in Q2 2026, its #33 holding.
Blue Sky Capital Consultants Group first reported a position in Schwab 1000 Index ETF in Q4 2024 and has held it in 7 quarters since.
Blue Sky Capital Consultants Group's Schwab 1000 Index ETF position peaked at $3.86M in Q1 2026.
268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Blue Sky Capital Consultants Group's 13F filing for Q2 2026, filed 4 Aug 2026.