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Cape Investment Advisory’s Schwab 1000 Index ETF SCHK Stock Holding History

Cape Investment Advisory’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 		$3.61K Buy
+100
New +$3.49K ﹤0.01% 1111
2026
Q1 		– Sell
-100
Closed -$3.28K – 1003
2025
Q4 		$3.28K Buy
+100
New +$3.25K ﹤0.01% 1006
2023
Q3 		– Hold
0
– – – 927
2023
Q2 		– Hold
0
– – – 910
2023
Q1 		– Hold
0
– – – 961

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Creative Planning
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
WA
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cape Investment Advisory's SCHK Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Schwab 1000 Index ETF (SCHK) in Q2 2026: 100 shares worth $3.61K. The stake represents ﹤0.01% of the portfolio and ranks #1111 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in SCHK as recently as Q4 2025.

Cape Investment Advisory first reported a position in SCHK in Q4 2025 and has held it in 2 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Cape Investment Advisory held 100 shares of Schwab 1000 Index ETF worth $3.61K as of Q2 2026.
  • Schwab 1000 Index ETF was a new Cape Investment Advisory position in Q2 2026.
  • Schwab 1000 Index ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1111 holding.
  • Cape Investment Advisory first reported a position in Schwab 1000 Index ETF in Q4 2025 and has held it in 2 quarters since.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.