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Hexagon Capital Partners’s Schwab 1000 Index ETF SCHK Stock Holding History

Hexagon Capital Partners’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
2025
Q2 		– Sell
-2,933
Closed -$79K – 1403
2025
Q1 		$79K Buy
2,933
+13
+0.4% +$369 0.01% 369
2024
Q4 		$82.7K Buy
2,920
+22
+0.8% +$626 0.02% 362
2024
Q3 		$80.1K Buy
2,898
+72
+3% +$1.92K 0.02% 355
2024
Q2 		$73.9K Buy
2,826
+1,380
+95% +$34.9K 0.02% 354
2024
Q1 		$36.6K Hold
1,446
– – 0.01% 498
2023
Q4 		$33.3K Buy
1,446
+42
+3% +$902 0.01% 506
2023
Q3 		$29K Buy
1,404
+168
+14% +$3.61K 0.01% 468
2023
Q2 		$26.4K Sell
1,236
-210
-15% -$4.25K 0.01% 492
2023
Q1 		$28.6K Buy
1,446
+1,338
+1,239% +$25.8K 0.01% 460
2022
Q4 		$1.99K Sell
108
-3,236
-97% -$60.1K ﹤0.01% 1085
2022
Q3 		$58K Buy
+3,344
New +$64.3K 0.02% 348

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LWMT
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WIM
Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WA
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hexagon Capital Partners's SCHK Position: Q2 2025 in Review

Hexagon Capital Partners sold out of Schwab 1000 Index ETF (SCHK) in Q2 2025, closing a stake of 2,933 shares — an estimated $79K sold.

Hexagon Capital Partners first reported a position in SCHK in Q3 2022 and held it in 11 quarters. The position peaked at $82.7K in Q4 2024. 216 funds tracked by Wall St. Rank hold SCHK as of Q2 2025.

  • Hexagon Capital Partners reported no remaining Schwab 1000 Index ETF position as of Q2 2025 after selling out during the quarter.
  • Hexagon Capital Partners sold 2,933 Schwab 1000 Index ETF shares in Q2 2025, an estimated $79K.
  • Hexagon Capital Partners first reported a position in Schwab 1000 Index ETF in Q3 2022 and held it in 11 quarters.
  • Hexagon Capital Partners's Schwab 1000 Index ETF position peaked at $82.7K in Q4 2024.
  • 216 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.