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

Dorato 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 		$43.7K Hold
1,200
– – 0.03% 186
2026
Q1 		$39.1K Hold
1,200
– – 0.03% 185
2025
Q4 		$39.9K Buy
+1,200
New +$39K 0.03% 183

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
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
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
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 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
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.29B AUM 21.04% 1-Year Est. Return

Dorato Capital Management's SCHK Position: Q2 2026 in Review

Dorato Capital Management held its Schwab 1000 Index ETF (SCHK) position steady in Q2 2026 at 1,200 shares worth $43.7K. The position accounts for 0.03% of the portfolio, ranked #186.

Dorato Capital Management first reported a position in SCHK in Q4 2025 and has held it in 3 quarters since. 149 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Dorato Capital Management held 1,200 shares of Schwab 1000 Index ETF worth $43.7K as of Q2 2026.
  • Dorato Capital Management left its Schwab 1000 Index ETF share count unchanged in Q2 2026.
  • Schwab 1000 Index ETF made up 0.03% of Dorato Capital Management's portfolio in Q2 2026, its #186 holding.
  • Dorato Capital Management first reported a position in Schwab 1000 Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 149 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

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