R2 Capital Strategies, LLC’s Schwab 1000 Index ETF SCHK Stock Holding History

R2 Capital Strategies, LLC’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	$875K	Buy	+24,261	New	+$847K	0.4%	56

Other funds holding SCHK

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

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

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

Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

R2 Capital Strategies, LLC's SCHK Position: Q2 2026 in Review

R2 Capital Strategies, LLC opened a new position in Schwab 1000 Index ETF (SCHK) in Q2 2026: 24,261 shares worth $875K. The stake represents 0.4% of the portfolio and ranks #56 among its holdings.

83 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

R2 Capital Strategies, LLC held 24,261 shares of Schwab 1000 Index ETF worth $875K as of Q2 2026.
Schwab 1000 Index ETF was a new R2 Capital Strategies, LLC position in Q2 2026.
Schwab 1000 Index ETF made up 0.4% of R2 Capital Strategies, LLC's portfolio in Q2 2026, its #56 holding.
83 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on R2 Capital Strategies, LLC's 13F filing for Q2 2026, filed 23 Jul 2026.