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

Versant 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 Q3	$3.45M	Buy	+94,101	New	+$3.45M	0.3%	52

Other funds holding SCHK

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Versant Capital Management's SCHK Position: Q3 2026 in Review

Versant Capital Management opened a new position in Schwab 1000 Index ETF (SCHK) in Q3 2026: 94,101 shares worth $3.45M. The stake represents 0.3% of the portfolio and ranks #52 among its holdings.

15 funds tracked by Wall St. Rank hold SCHK as of Q3 2026.

Versant Capital Management held 94,101 shares of Schwab 1000 Index ETF worth $3.45M as of Q3 2026.
Schwab 1000 Index ETF was a new Versant Capital Management position in Q3 2026.
Schwab 1000 Index ETF made up 0.3% of Versant Capital Management's portfolio in Q3 2026, its #52 holding.
15 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2026.

Based on Versant Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.