Capital Analysts LLC’s Schwab 1000 Index ETF SCHK Stock Holding History

Capital Analysts LLC’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 Q1	$16K	Buy	511 +1	+0.2%	+$33	﹤0.01%	1171
2025 Q4	$17K	Buy	510 +2	+0.4%	+$65	﹤0.01%	1140
2025 Q3	$16K	Buy	508 +1	+0.2%	+$31	﹤0.01%	1117
2025 Q2	$15K	Buy	507 +2	+0.4%	+$55	﹤0.01%	1078
2025 Q1	$14K	Buy	505 +1	+0.2%	+$28	﹤0.01%	1068
2024 Q4	$14K	Buy	504 +2	+0.4%	+$57	﹤0.01%	1006
2024 Q3	$14K	Buy	502 +2	+0.4%	+$53	﹤0.01%	967
2024 Q2	$13K	Hold	500	–	–	﹤0.01%	927
2024 Q1	$13K	Buy	500 +2	+0.4%	+$48	﹤0.01%	896
2023 Q4	$11K	Buy	498 +2	+0.4%	+$43	﹤0.01%	891
2023 Q3	$10K	Buy	496 +2	+0.4%	+$43	﹤0.01%	885
2023 Q2	$11K	Buy	494 +2	+0.4%	+$40	﹤0.01%	811
2023 Q1	$10K	Buy	492 +2	+0.4%	+$39	﹤0.01%	811
2022 Q4	$9K	Buy	490 +2	+0.4%	+$37	﹤0.01%	872
2022 Q3	$8K	Buy	+488	New	+$9.39K	﹤0.01%	841

Other funds holding SCHK

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

WIM

Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

PSA

Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Capital Analysts LLC's SCHK Position: Q1 2026 in Review

Capital Analysts LLC increased its Schwab 1000 Index ETF (SCHK) stake by 0.2% in Q1 2026, buying an estimated $33 and bringing the position to 511 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1171.

Capital Analysts LLC first reported a position in SCHK in Q3 2022 and has held it in 15 quarters since. The position peaked at $17K in Q4 2025. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

Capital Analysts LLC held 511 shares of Schwab 1000 Index ETF worth $16K as of Q1 2026.
Capital Analysts LLC bought 1 Schwab 1000 Index ETF share in Q1 2026, an estimated $33.
Schwab 1000 Index ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1171 holding.
Capital Analysts LLC first reported a position in Schwab 1000 Index ETF in Q3 2022 and has held it in 15 quarters since.
Capital Analysts LLC's Schwab 1000 Index ETF position peaked at $17K in Q4 2025.
235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.