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
-20,800
Closed -$620K – 13940
2025
Q2 		$620K Buy
20,800
+12,800
+160% +$353K ﹤0.01% 8126
2025
Q1 		$215K Buy
8,000
+1,100
+16% +$31.2K ﹤0.01% 10314
2024
Q4 		$195K Buy
+6,900
New +$196K ﹤0.01% 10499
2023
Q4 		– Sell
-1,200
Closed -$24.8K – 15122
2023
Q3 		$24.8K Buy
+1,200
New +$25.8K ﹤0.01% 12446

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.