U.S. Capital Wealth Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

U.S. Capital Wealth 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 Q1	$427K	Hold	13,618	–	–	0.01%	713
2025 Q4	$447K	Hold	13,618	–	–	0.01%	685
2025 Q3	$437K	Hold	13,618	–	–	0.01%	666
2025 Q2	$406K	Hold	13,618	–	–	0.01%	652
2025 Q1	$367K	Hold	13,618	–	–	0.01%	649
2024 Q4	$386K	Hold	13,618	–	–	0.01%	621
2024 Q3	$376K	Hold	13,618	–	–	0.01%	538
2024 Q2	$356K	Hold	13,618	–	–	0.01%	533
2024 Q1	$345K	Hold	13,618	–	–	0.01%	536
2023 Q4	$314K	Hold	13,618	–	–	0.01%	543
2023 Q3	$281K	Sell	13,618 -1,778	-12%	-$38.2K	0.01%	533
2023 Q2	$329K	Sell	15,396 -8,916	-37%	-$180K	0.02%	515
2023 Q1	$481K	Sell	24,312 -44,444	-65%	-$859K	0.02%	437
2022 Q4	$1.27M	Hold	68,756	–	–	0.06%	286
2022 Q3	$1.19M	Sell	68,756 -1,926	-3%	-$37.1K	0.06%	300
2022 Q2	$1.29M	Buy	70,682 +1,646	+2%	+$32.7K	0.06%	303
2022 Q1	$1.52M	Buy	69,036 +882	+1%	+$19.1K	0.06%	321
2021 Q4	$1.59M	Hold	68,154	–	–	0.06%	309
2021 Q3	$1.45M	Buy	+68,154	New	+$1.49M	0.06%	315

Other funds holding SCHK

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

WIM

Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

PSA

Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

U.S. Capital Wealth Advisors's SCHK Position: Q1 2026 in Review

U.S. Capital Wealth Advisors held its Schwab 1000 Index ETF (SCHK) position steady in Q1 2026 at 13,618 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #713.

U.S. Capital Wealth Advisors first reported a position in SCHK in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.59M in Q4 2021. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

U.S. Capital Wealth Advisors held 13,618 shares of Schwab 1000 Index ETF worth $427K as of Q1 2026.
U.S. Capital Wealth Advisors left its Schwab 1000 Index ETF share count unchanged in Q1 2026.
Schwab 1000 Index ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #713 holding.
U.S. Capital Wealth Advisors first reported a position in Schwab 1000 Index ETF in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's Schwab 1000 Index ETF position peaked at $1.59M in Q4 2021.
235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.