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

MAI 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 		$3.95M Buy
109,552
+3
+0% +$105 0.01% 531
2026
Q1 		$3.43M Buy
109,549
+329
+0.3% +$10.8K 0.02% 484
2025
Q4 		$3.58M Sell
109,220
-1,715
-2% -$55.8K 0.02% 464
2025
Q3 		$3.56M Hold
110,935
– – 0.02% 435
2025
Q2 		$3.31M Hold
110,935
– – 0.02% 401
2025
Q1 		$2.99M Hold
110,935
– – 0.02% 408
2024
Q4 		$3.14M Buy
110,935
+155
+0.1% +$4.41K 0.02% 405
2024
Q3 		$3.06M Sell
110,780
-1,376
-1% -$36.6K 0.03% 323
2024
Q2 		$2.93M Sell
112,156
-1,554
-1% -$39.3K 0.03% 339
2024
Q1 		$2.88M Buy
+113,710
New +$2.74M 0.03% 335

Other funds holding SCHK

Financial Engines Advisors
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Creative Planning
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
WA
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

MAI Capital Management increased its Schwab 1000 Index ETF (SCHK) stake by 0% in Q2 2026, buying an estimated $105 and bringing the position to 109,552 shares worth $3.95M. The position accounts for 0.01% of the portfolio, ranked #531.

MAI Capital Management first reported a position in SCHK in Q1 2024 and has held it in 10 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • MAI Capital Management held 109,552 shares of Schwab 1000 Index ETF worth $3.95M as of Q2 2026.
  • MAI Capital Management bought 3 Schwab 1000 Index ETF shares in Q2 2026, an estimated $105.
  • Schwab 1000 Index ETF made up 0.01% of MAI Capital Management's portfolio in Q2 2026, its #531 holding.
  • MAI Capital Management first reported a position in Schwab 1000 Index ETF in Q1 2024 and has held it in 10 quarters since.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.