Charles Schwab
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Charles Schwab’s Schwab 1000 Index ETF SCHK Stock Holding History

Charles Schwab’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 		$174M Buy
4,837,047
+1,386,094
+40% +$48.4M 0.02% 514
2026
Q1 		$108M Sell
3,450,953
-26,579
-0.8% -$871K 0.02% 683
2025
Q4 		$114M Buy
3,477,532
+1,889,418
+119% +$61.5M 0.02% 663
2025
Q3 		$51M Buy
1,588,114
+1,165,741
+276% +$36.1M 0.01% 1148
2025
Q2 		$12.6M Buy
+422,373
New +$11.6M ﹤0.01% 1900
2024
Q4 		– Sell
-10,260
Closed -$284K – 3513
2024
Q3 		$284K Buy
+10,260
New +$273K ﹤0.01% 3295

Other funds holding SCHK

Financial Engines Advisors
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
Creative Planning
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
WA
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $284M AUM 24.22% 1-Year Est. Return

Charles Schwab's SCHK Position: Q2 2026 in Review

Charles Schwab increased its Schwab 1000 Index ETF (SCHK) stake by 40% in Q2 2026, buying an estimated $48.4M and bringing the position to 4,837,047 shares worth $174M. The position accounts for 0.02% of the portfolio, ranked #514.

Charles Schwab first reported a position in SCHK in Q3 2024 and has held it in 6 quarters since. 267 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Charles Schwab held 4,837,047 shares of Schwab 1000 Index ETF worth $174M as of Q2 2026.
  • Charles Schwab bought 1,386,094 Schwab 1000 Index ETF shares in Q2 2026, an estimated $48.4M.
  • Schwab 1000 Index ETF made up 0.02% of Charles Schwab's portfolio in Q2 2026, its #514 holding.
  • Charles Schwab first reported a position in Schwab 1000 Index ETF in Q3 2024 and has held it in 6 quarters since.
  • 267 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.