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

Capital Advisors Ltd’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	$58K	Hold	1,600	–	–	0.01%	491
2026 Q1	$50K	Hold	1,600	–	–	0.01%	495
2025 Q4	$52K	Hold	1,600	–	–	0.01%	476
2025 Q3	$51K	Hold	1,600	–	–	0.01%	467
2025 Q2	$48K	Hold	1,600	–	–	0.01%	476
2025 Q1	$43K	Hold	1,600	–	–	0.01%	492
2024 Q4	$45K	Hold	1,600	–	–	0.01%	478
2024 Q3	$44K	Hold	1,600	–	–	0.01%	480
2024 Q2	$42K	Hold	1,600	–	–	0.01%	476
2024 Q1	$41K	Hold	1,600	–	–	0.01%	473
2023 Q4	$37K	Hold	1,600	–	–	0.01%	471
2023 Q3	$33K	Hold	1,600	–	–	0.01%	472
2023 Q2	$34K	Hold	1,600	–	–	0.01%	481
2023 Q1	$32K	Hold	1,600	–	–	0.01%	417
2022 Q4	$30K	Buy	+1,600	New	+$29.7K	0.01%	423

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

Capital Advisors Ltd's SCHK Position: Q2 2026 in Review

Capital Advisors Ltd held its Schwab 1000 Index ETF (SCHK) position steady in Q2 2026 at 1,600 shares worth $58K. The position accounts for 0.01% of the portfolio, ranked #491.

Capital Advisors Ltd first reported a position in SCHK in Q4 2022 and has held it in 15 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

Capital Advisors Ltd held 1,600 shares of Schwab 1000 Index ETF worth $58K as of Q2 2026.
Capital Advisors Ltd left its Schwab 1000 Index ETF share count unchanged in Q2 2026.
Schwab 1000 Index ETF made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #491 holding.
Capital Advisors Ltd first reported a position in Schwab 1000 Index ETF in Q4 2022 and has held it in 15 quarters since.
268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.