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

Orser 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 		$3.02M Buy
83,747
+1,930
+2% +$67.4K 1.5% 21
2026
Q1 		$2.56M Sell
81,817
-1,380
-2% -$45.2K 1.68% 21
2025
Q4 		$2.73M Sell
83,197
-100
-0.1% -$3.25K 1.54% 20
2025
Q3 		$2.68M Buy
+83,297
New +$2.58M 1.41% 20

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
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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

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

Orser Capital Management increased its Schwab 1000 Index ETF (SCHK) stake by 2.4% in Q2 2026, buying an estimated $67.4K and bringing the position to 83,747 shares worth $3.02M. The position accounts for 1.5% of the portfolio, ranked #21.

Orser Capital Management first reported a position in SCHK in Q3 2025 and has held it in 4 quarters since. 112 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Orser Capital Management held 83,747 shares of Schwab 1000 Index ETF worth $3.02M as of Q2 2026.
  • Orser Capital Management bought 1,930 Schwab 1000 Index ETF shares in Q2 2026, an estimated $67.4K.
  • Schwab 1000 Index ETF made up 1.5% of Orser Capital Management's portfolio in Q2 2026, its #21 holding.
  • Orser Capital Management first reported a position in Schwab 1000 Index ETF in Q3 2025 and has held it in 4 quarters since.
  • 112 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Orser Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.