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

One 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 		$961K Hold
30,673
– – 0.03% 310
2026
Q1 		$961K Buy
+30,673
New +$1M 0.03% 308
2024
Q3 		– Sell
-47,922
Closed -$1.25M – 394
2024
Q2 		$1.25M Buy
+47,922
New +$1.21M 0.04% 199

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

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

One Capital Management held its Schwab 1000 Index ETF (SCHK) position steady in Q2 2026 at 30,673 shares worth $961K. The position accounts for 0.03% of the portfolio, ranked #310.

One Capital Management first reported a position in SCHK in Q2 2024 and has held it in 3 quarters since. The position peaked at $1.25M in Q2 2024. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • One Capital Management held 30,673 shares of Schwab 1000 Index ETF worth $961K as of Q2 2026.
  • One Capital Management left its Schwab 1000 Index ETF share count unchanged in Q2 2026.
  • Schwab 1000 Index ETF made up 0.03% of One Capital Management's portfolio in Q2 2026, its #310 holding.
  • One Capital Management first reported a position in Schwab 1000 Index ETF in Q2 2024 and has held it in 3 quarters since.
  • One Capital Management's Schwab 1000 Index ETF position peaked at $1.25M in Q2 2024.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

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