Citadel Advisors
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Citadel Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Citadel 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
2025
Q3 		– Sell
-150,750
Closed -$4.5M – 13939
2025
Q2 		$4.5M Buy
+150,750
New +$4.16M ﹤0.01% 4311
2025
Q1 		– Sell
-989
Closed -$28.1K – 15438
2024
Q4 		$28K Buy
+989
New +$28.2K ﹤0.01% 12932
2024
Q2 		– Sell
-77,546
Closed -$1.96M – 15253
2024
Q1 		$1.96M Buy
77,546
+12,372
+19% +$298K ﹤0.01% 5559
2023
Q4 		$1.5M Buy
65,174
+41,982
+181% +$902K ﹤0.01% 5885
2023
Q3 		$479K Sell
23,192
-3,644
-14% -$78.3K ﹤0.01% 8151
2023
Q2 		$574K Buy
26,836
+19,114
+248% +$387K ﹤0.01% 7638
2023
Q1 		$153K Sell
7,722
-68,938
-90% -$1.33M ﹤0.01% 10619
2022
Q4 		$1.42M Buy
+76,660
New +$1.42M ﹤0.01% 6155
2022
Q3 		– Sell
-35,572
Closed -$648K – 13493
2022
Q2 		$648K Buy
+35,572
New +$706K ﹤0.01% 8067
2022
Q1 		– Sell
-111,428
Closed -$2.6M – 14460
2021
Q4 		$2.6M Buy
111,428
+87,794
+371% +$1.99M ﹤0.01% 5627
2021
Q3 		$503K Buy
+23,634
New +$518K ﹤0.01% 9844
2021
Q2 		– Sell
-41,938
Closed -$827K – 14328
2021
Q1 		$827K Buy
+41,938
New +$810K ﹤0.01% 8574
2020
Q4 		– Sell
-60,840
Closed -$1M – 11452
2020
Q3 		$1M Buy
60,840
+23,530
+63% +$384K ﹤0.01% 6021
2020
Q2 		$566K Sell
37,310
-143,972
-79% -$2.06M ﹤0.01% 6854
2020
Q1 		$2.27M Buy
181,282
+112,108
+162% +$1.68M ﹤0.01% 3932
2019
Q4 		$1.09M Buy
+69,174
New +$1.05M ﹤0.01% 5428
2019
Q2 		– Sell
-32,568
Closed -$453K – 9763
2019
Q1 		$453K Sell
32,568
-111,246
-77% -$1.49M ﹤0.01% 6954
2018
Q4 		$1.76M Buy
143,814
+100,814
+234% +$1.33M ﹤0.01% 4345
2018
Q3 		$615K Sell
43,000
-14,118
-25% -$198K ﹤0.01% 6363
2018
Q2 		$765K Sell
57,118
-4,622
-7% -$61.6K ﹤0.01% 5668
2018
Q1 		$803K Buy
+61,740
New +$829K ﹤0.01% 5137

Other funds holding SCHK

Financial Engines Advisors
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
WIM
Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return

Citadel Advisors's SCHK Position: Q3 2025 in Review

Citadel Advisors sold out of Schwab 1000 Index ETF (SCHK) in Q3 2025, closing a stake of 150,750 shares — an estimated $4.5M sold.

Citadel Advisors first reported a position in SCHK in Q1 2018 and held it in 21 quarters. The position peaked at $4.5M in Q2 2025. 224 funds tracked by Wall St. Rank hold SCHK as of Q3 2025.

  • Citadel Advisors reported no remaining Schwab 1000 Index ETF position as of Q3 2025 after selling out during the quarter.
  • Citadel Advisors sold 150,750 Schwab 1000 Index ETF shares in Q3 2025, an estimated $4.5M.
  • Citadel Advisors first reported a position in Schwab 1000 Index ETF in Q1 2018 and held it in 21 quarters.
  • Citadel Advisors's Schwab 1000 Index ETF position peaked at $4.5M in Q2 2025.
  • 224 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2025.

Based on Citadel Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.