Qube Research & Technologies (QRT)
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Qube Research & Technologies (QRT)’s Schwab 1000 Index ETF SCHK Stock Holding History

Qube Research & Technologies (QRT)’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 		$74.2K Buy
2,058
+994
+93% +$34.7K ﹤0.01% 3061
2026
Q1 		$33.3K Sell
1,064
-2,447
-70% -$80.2K ﹤0.01% 3231
2025
Q4 		$115K Sell
3,511
-2,253
-39% -$73.3K ﹤0.01% 3170
2025
Q3 		$185K Buy
5,764
+1,459
+34% +$45.2K ﹤0.01% 2962
2025
Q2 		$128K Buy
4,305
+1,608
+60% +$44.3K ﹤0.01% 2994
2025
Q1 		$72.6K Sell
2,697
-870
-24% -$24.7K ﹤0.01% 3058
2024
Q4 		$101K Sell
3,567
-283
-7% -$8.05K ﹤0.01% 2990
2024
Q3 		$106K Sell
3,850
-808
-17% -$21.5K ﹤0.01% 2735
2024
Q2 		$122K Sell
4,658
-5,888
-56% -$149K ﹤0.01% 2554
2024
Q1 		$267K Buy
10,546
+3,256
+45% +$78.4K ﹤0.01% 2871
2023
Q4 		$168K Sell
7,290
-1,424
-16% -$30.6K ﹤0.01% 2883
2023
Q3 		$180K Sell
8,714
-5,174
-37% -$111K ﹤0.01% 2444
2023
Q2 		$186K Buy
13,888
+7,204
+108% +$146K ﹤0.01% 1802
2023
Q1 		$132K Buy
6,684
+6,474
+3,083% +$125K ﹤0.01% 2057
2022
Q4 		$3.88K Sell
210
-3,050
-94% -$56.7K ﹤0.01% 2344
2022
Q3 		$56K Buy
3,260
+1,570
+93% +$30.2K ﹤0.01% 2113
2022
Q2 		$31K Buy
+1,690
New +$33.6K ﹤0.01% 2206

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

Qube Research & Technologies (QRT)'s SCHK Position: Q2 2026 in Review

Qube Research & Technologies (QRT) increased its Schwab 1000 Index ETF (SCHK) stake by 93% in Q2 2026, buying an estimated $34.7K and bringing the position to 2,058 shares worth $74.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3061.

Qube Research & Technologies (QRT) first reported a position in SCHK in Q2 2022 and has held it in 17 quarters since. The position peaked at $267K in Q1 2024. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Qube Research & Technologies (QRT) held 2,058 shares of Schwab 1000 Index ETF worth $74.2K as of Q2 2026.
  • Qube Research & Technologies (QRT) bought 994 Schwab 1000 Index ETF shares in Q2 2026, an estimated $34.7K.
  • Schwab 1000 Index ETF made up ﹤0.01% of Qube Research & Technologies (QRT)'s portfolio in Q2 2026, its #3061 holding.
  • Qube Research & Technologies (QRT) first reported a position in Schwab 1000 Index ETF in Q2 2022 and has held it in 17 quarters since.
  • Qube Research & Technologies (QRT)'s Schwab 1000 Index ETF position peaked at $267K in Q1 2024.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q2 2026, filed 14 Aug 2026.