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

Richardson 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	$1.43M	Sell	39,620 -411	-1%	-$14.4K	0.61%	12
2026 Q1	$1.25M	Sell	40,031 -5,854	-13%	-$192K	0.61%	13
2025 Q4	$1.51M	Sell	45,885 -26,909	-37%	-$876K	0.76%	11
2025 Q3	$2.34M	Sell	72,794 -16,251	-18%	-$503K	1.11%	10
2025 Q2	$2.66M	Buy	89,045 +26,951	+43%	+$743K	1.39%	8
2025 Q1	$1.67M	Sell	62,094 -80	-0.1%	-$2.27K	1.04%	8
2024 Q4	$1.76M	Sell	62,174 -368	-0.6%	-$10.5K	1.12%	8
2024 Q3	$1.73M	Buy	62,542 +296	+0.5%	+$7.88K	1.21%	7
2024 Q2	$1.63M	Sell	62,246 -626	-1%	-$15.8K	1.25%	7
2024 Q1	$1.59M	Buy	62,872 +57,402	+1,049%	+$1.38M	1.3%	6
2023 Q4	$1.45M	Buy	+5,470	New	+$118K	1.41%	6

Other funds holding SCHK

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Richardson Capital Management reduced its Schwab 1000 Index ETF (SCHK) stake by 1% in Q2 2026, selling an estimated $14.4K and leaving 39,620 shares worth $1.43M. The position accounts for 0.61% of the portfolio, ranked #12.

Richardson Capital Management first reported a position in SCHK in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.66M in Q2 2025. 267 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

Richardson Capital Management held 39,620 shares of Schwab 1000 Index ETF worth $1.43M as of Q2 2026.
Richardson Capital Management sold 411 Schwab 1000 Index ETF shares in Q2 2026, an estimated $14.4K.
Schwab 1000 Index ETF made up 0.61% of Richardson Capital Management's portfolio in Q2 2026, its #12 holding.
Richardson Capital Management first reported a position in Schwab 1000 Index ETF in Q4 2023 and has held it in 11 quarters since.
Richardson Capital Management's Schwab 1000 Index ETF position peaked at $2.66M in Q2 2025.
267 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.