Trifecta Capital Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Trifecta Capital Advisors’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	$2.88K	Hold	80	–	–	﹤0.01%	283
2026 Q1	$2.51K	Hold	80	–	–	﹤0.01%	257
2025 Q4	$2.62K	Hold	80	–	–	﹤0.01%	250
2025 Q3	$2.57K	Hold	80	–	–	﹤0.01%	318
2025 Q2	$2.39K	Hold	80	–	–	﹤0.01%	323
2025 Q1	$2.15K	Hold	80	–	–	﹤0.01%	302
2024 Q4	$2.27K	Hold	80	–	–	﹤0.01%	291
2024 Q3	$2.21K	Hold	80	–	–	﹤0.01%	299
2024 Q2	$2.09K	Hold	80	–	–	﹤0.01%	306
2024 Q1	$2.03K	Hold	80	–	–	﹤0.01%	310
2023 Q4	$1.84K	Hold	80	–	–	﹤0.01%	339
2023 Q3	$1.65K	Hold	80	–	–	﹤0.01%	330
2023 Q2	$1.71K	Hold	80	–	–	﹤0.01%	325
2023 Q1	$1.58K	Hold	80	–	–	﹤0.01%	326
2022 Q4	$1.48K	Buy	+80	New	+$1.49K	﹤0.01%	346

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

Trifecta Capital Advisors's SCHK Position: Q2 2026 in Review

Trifecta Capital Advisors held its Schwab 1000 Index ETF (SCHK) position steady in Q2 2026 at 80 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Trifecta Capital Advisors first reported a position in SCHK in Q4 2022 and has held it in 15 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

Trifecta Capital Advisors held 80 shares of Schwab 1000 Index ETF worth $2.88K as of Q2 2026.
Trifecta Capital Advisors left its Schwab 1000 Index ETF share count unchanged in Q2 2026.
Schwab 1000 Index ETF made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #283 holding.
Trifecta Capital Advisors first reported a position in Schwab 1000 Index ETF in Q4 2022 and has held it in 15 quarters since.
268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.