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 Q2	$865	Sell	24 -4	-14%	-$140	﹤0.01%	5419
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 $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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Citigroup's SCHK Position: Q2 2026 in Review

Citigroup reduced its Schwab 1000 Index ETF (SCHK) stake by 14% in Q2 2026, selling an estimated $140 and leaving 24 shares worth $865. The position accounts for ﹤0.01% of the portfolio, ranked #5419.

Citigroup first reported a position in SCHK in Q4 2019 and has held it in 7 quarters since. The position peaked at $106K in Q4 2019. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

Citigroup held 24 shares of Schwab 1000 Index ETF worth $865 as of Q2 2026.
Citigroup sold 4 Schwab 1000 Index ETF shares in Q2 2026, an estimated $140.
Schwab 1000 Index ETF made up ﹤0.01% of Citigroup's portfolio in Q2 2026, its #5419 holding.
Citigroup first reported a position in Schwab 1000 Index ETF in Q4 2019 and has held it in 7 quarters since.
Citigroup's Schwab 1000 Index ETF position peaked at $106K in Q4 2019.
268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.