Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Cambridge Investment Research 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
Q2 		$208K Sell
5,760
-1,856
-24% -$64.8K ﹤0.01% 3534
2026
Q1 		$239K Sell
7,616
-289
-4% -$9.47K ﹤0.01% 3505
2025
Q4 		$259K Sell
7,905
-938
-11% -$30.5K ﹤0.01% 3347
2025
Q3 		$284K Sell
8,843
-939
-10% -$29.1K ﹤0.01% 3156
2025
Q2 		$292K Buy
9,782
+45
+0.5% +$1.24K ﹤0.01% 3004
2025
Q1 		$262K Sell
9,737
-676
-6% -$19.2K ﹤0.01% 2987
2024
Q4 		$295K Sell
10,413
-263
-2% -$7.49K ﹤0.01% 2846
2024
Q3 		$295K Buy
10,676
+94
+0.9% +$2.5K ﹤0.01% 2844
2024
Q2 		$277K Sell
10,582
-1,712
-14% -$43.2K ﹤0.01% 2766
2024
Q1 		$311K Buy
12,294
+1,286
+12% +$31K ﹤0.01% 2673
2023
Q4 		$254K Hold
11,008
– – ﹤0.01% 2718
2023
Q3 		$227K Sell
11,008
-320
-3% -$6.87K ﹤0.01% 2710
2023
Q2 		$242K Sell
11,328
-610
-5% -$12.3K ﹤0.01% 2717
2023
Q1 		$236K Sell
11,938
-6,886
-37% -$133K ﹤0.01% 2684
2022
Q4 		$348K Sell
18,824
-420
-2% -$7.8K ﹤0.01% 2311
2022
Q3 		$333K Sell
19,244
-1,560
-7% -$30K ﹤0.01% 2278
2022
Q2 		$379K Sell
20,804
-2,832
-12% -$56.2K ﹤0.01% 2176
2022
Q1 		$520K Sell
23,636
-38,640
-62% -$839K ﹤0.01% 2068
2021
Q4 		$1.45M Sell
62,276
-79,134
-56% -$1.79M 0.01% 1339
2021
Q3 		$3.01M Buy
141,410
+50,208
+55% +$1.1M 0.01% 872
2021
Q2 		$1.95M Buy
91,202
+1,516
+2% +$31.5K 0.01% 1139
2021
Q1 		$1.77M Buy
89,686
+7,738
+9% +$149K 0.01% 1076
2020
Q4 		$1.53M Sell
81,948
-1,772
-2% -$31.2K 0.01% 1066
2020
Q3 		$1.38M Buy
83,720
+8,262
+11% +$135K 0.01% 997
2020
Q2 		$1.15M Buy
75,458
+6,400
+9% +$91.7K 0.01% 1045
2020
Q1 		$866K Sell
69,058
-39,994
-37% -$598K 0.01% 1048
2019
Q4 		$1.72M Buy
109,052
+16,306
+18% +$247K 0.01% 855
2019
Q3 		$1.35M Buy
92,746
+5,290
+6% +$77K 0.01% 920
2019
Q2 		$1.26M Sell
87,456
-12,390
-12% -$176K 0.01% 919
2019
Q1 		$1.39M Buy
99,846
+20,068
+25% +$269K 0.01% 873
2018
Q4 		$978K Buy
79,778
+12,886
+19% +$170K 0.01% 947
2018
Q3 		$957K Buy
66,892
+4,868
+8% +$68.3K 0.01% 1047
2018
Q2 		$830K Buy
62,024
+15,056
+32% +$201K 0.01% 1087
2018
Q1 		$611K Buy
+46,968
New +$631K 0.01% 1229

Other funds holding SCHK

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
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
OCM
Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Cambridge Investment Research Advisors's SCHK Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Schwab 1000 Index ETF (SCHK) stake by 24% in Q2 2026, selling an estimated $64.8K and leaving 5,760 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #3534.

Cambridge Investment Research Advisors first reported a position in SCHK in Q1 2018 and has held it in 34 quarters since. The position peaked at $3.01M in Q3 2021. 93 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Cambridge Investment Research Advisors held 5,760 shares of Schwab 1000 Index ETF worth $208K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 1,856 Schwab 1000 Index ETF shares in Q2 2026, an estimated $64.8K.
  • Schwab 1000 Index ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3534 holding.
  • Cambridge Investment Research Advisors first reported a position in Schwab 1000 Index ETF in Q1 2018 and has held it in 34 quarters since.
  • Cambridge Investment Research Advisors's Schwab 1000 Index ETF position peaked at $3.01M in Q3 2021.
  • 93 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.