D.E. Shaw & Co
SCHK icon

D.E. Shaw & Co’s Schwab 1000 Index ETF SCHK Stock Holding History

D.E. Shaw & Co’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 		– Sell
-10,873
Closed -$341K – 5169
2026
Q1 		$341K Buy
+10,873
New +$356K ﹤0.01% 4027
2024
Q2 		– Sell
-15,208
Closed -$385K – 4807
2024
Q1 		$385K Buy
+15,208
New +$366K ﹤0.01% 3608

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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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Creative Planning
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
WA
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

D.E. Shaw & Co's SCHK Position: Q2 2026 in Review

D.E. Shaw & Co sold out of Schwab 1000 Index ETF (SCHK) in Q2 2026, closing a stake of 10,873 shares — an estimated $341K sold.

D.E. Shaw & Co first reported a position in SCHK in Q1 2024 and held it in 2 quarters. The position peaked at $385K in Q1 2024. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • D.E. Shaw & Co reported no remaining Schwab 1000 Index ETF position as of Q2 2026 after selling out during the quarter.
  • D.E. Shaw & Co sold 10,873 Schwab 1000 Index ETF shares in Q2 2026, an estimated $341K.
  • D.E. Shaw & Co first reported a position in Schwab 1000 Index ETF in Q1 2024 and held it in 2 quarters.
  • D.E. Shaw & Co's Schwab 1000 Index ETF position peaked at $385K in Q1 2024.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.