Citigroup’s Schwab 1000 Index ETF SCHK Stock Holding History

Citigroup’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 Q1	$877	Buy	+28	New	+$917	﹤0.01%	5496
2025 Q4	–	Sell	-27	Closed	-$867	–	6412
2025 Q3	$867	Buy	+27	New	+$836	﹤0.01%	5648
2025 Q2	–	Sell	-59	Closed	-$1.59K	–	5874
2025 Q1	$1.59K	Buy	59 +4	+7%	+$114	﹤0.01%	5350
2024 Q4	$1.56K	Buy	+55	New	+$1.57K	﹤0.01%	5560
2024 Q2	–	Sell	-1,064	Closed	-$27K	–	5755
2024 Q1	$27K	Buy	+1,064	New	+$25.6K	﹤0.01%	4934
2020 Q1	–	Sell	-6,684	Closed	-$106K	–	7757
2019 Q4	$106K	Buy	+6,684	New	+$101K	﹤0.01%	5727

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

WIM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Citigroup's SCHK Position: Q1 2026 in Review

Citigroup opened a new position in Schwab 1000 Index ETF (SCHK) in Q1 2026: 28 shares worth $877. The stake represents ﹤0.01% of the portfolio and ranks #5496 among its holdings. This is a return to the name: Citigroup previously reported a position in SCHK as recently as Q3 2025.

Citigroup first reported a position in SCHK in Q4 2019 and has held it in 6 quarters since. The position peaked at $106K in Q4 2019. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

Citigroup held 28 shares of Schwab 1000 Index ETF worth $877 as of Q1 2026.
Schwab 1000 Index ETF was a new Citigroup position in Q1 2026.
Schwab 1000 Index ETF made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #5496 holding.
Citigroup first reported a position in Schwab 1000 Index ETF in Q4 2019 and has held it in 6 quarters since.
Citigroup's Schwab 1000 Index ETF position peaked at $106K in Q4 2019.
235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.