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Optima Capital’s Schwab 1000 Index ETF SCHK Stock Holding History

Optima Capital’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
Q1 		– Sell
-29
Closed -$954 – 1074
2025
Q4 		$954 Buy
+29
New +$944 ﹤0.01% 967

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Charles Schwab
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AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WA
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PSA
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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Optima Capital's SCHK Position: Q1 2026 in Review

Optima Capital sold out of Schwab 1000 Index ETF (SCHK) in Q1 2026, closing a stake of 29 shares — an estimated $954 sold.

Optima Capital first reported a position in SCHK in Q4 2025 and held it in 1 quarter. The position peaked at $954 in Q4 2025. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • Optima Capital reported no remaining Schwab 1000 Index ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 29 Schwab 1000 Index ETF shares in Q1 2026, an estimated $954.
  • Optima Capital first reported a position in Schwab 1000 Index ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's Schwab 1000 Index ETF position peaked at $954 in Q4 2025.
  • 235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.