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Cardinal Point Capital Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Cardinal Point Capital Management’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 		$411K Buy
+11,400
New +$398K 0.02% 201

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
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
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
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Cardinal Point Capital Management's SCHK Position: Q2 2026 in Review

Cardinal Point Capital Management opened a new position in Schwab 1000 Index ETF (SCHK) in Q2 2026: 11,400 shares worth $411K. The stake represents 0.02% of the portfolio and ranks #201 among its holdings.

59 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Cardinal Point Capital Management held 11,400 shares of Schwab 1000 Index ETF worth $411K as of Q2 2026.
  • Schwab 1000 Index ETF was a new Cardinal Point Capital Management position in Q2 2026.
  • Schwab 1000 Index ETF made up 0.02% of Cardinal Point Capital Management's portfolio in Q2 2026, its #201 holding.
  • 59 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.