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	-91,700	Closed	-$2.73M	–	13938
2025 Q2	$2.73M	Buy	91,700 +88,500	+2,766%	+$2.44M	﹤0.01%	5137
2025 Q1	$86.1K	Sell	3,200 -700	-18%	-$19.9K	﹤0.01%	11678
2024 Q4	$110K	Buy	+3,900	New	+$111K	﹤0.01%	11334
2023 Q4	–	Sell	-14,800	Closed	-$306K	–	15121
2023 Q3	$306K	Buy	14,800 +10,600	+252%	+$228K	﹤0.01%	9133
2023 Q2	$89.9K	Sell	4,200 -600	-13%	-$12.1K	﹤0.01%	11086
2023 Q1	$94.9K	Sell	4,800 -1,200	-20%	-$23.2K	﹤0.01%	11342
2022 Q4	$111K	Buy	+6,000	New	+$112K	﹤0.01%	11073

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

WIM

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

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

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

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 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.