Cadent Capital Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Cadent Capital 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 Q3	$286K	Hold	7,800	–	–	0.06%	150
2026 Q2	$281K	Hold	7,800	–	–	0.06%	162
2026 Q1	$244K	Buy	+7,800	New	+$256K	0.06%	165

Other funds holding SCHK

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

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Cadent Capital Advisors's SCHK Position: Q3 2026 in Review

Cadent Capital Advisors held its Schwab 1000 Index ETF (SCHK) position steady in Q3 2026 at 7,800 shares worth $286K. The position accounts for 0.06% of the portfolio, ranked #150.

Cadent Capital Advisors first reported a position in SCHK in Q1 2026 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold SCHK as of Q3 2026.

Cadent Capital Advisors held 7,800 shares of Schwab 1000 Index ETF worth $286K as of Q3 2026.
Cadent Capital Advisors left its Schwab 1000 Index ETF share count unchanged in Q3 2026.
Schwab 1000 Index ETF made up 0.06% of Cadent Capital Advisors's portfolio in Q3 2026, its #150 holding.
Cadent Capital Advisors first reported a position in Schwab 1000 Index ETF in Q1 2026 and has held it in 3 quarters since.
15 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2026.

Based on Cadent Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.