DS
SCHK icon

David Shaw’s Schwab 1000 Index ETF SCHK Stock Holding History

David Shaw’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% 3607

Other funds holding SCHK

Financial Engines Advisors
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
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

David Shaw's SCHK Position: Q2 2026 in Review

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

David Shaw first reported a position in SCHK in Q1 2024 and held it in 2 quarters. The position peaked at $385K in Q1 2024. 266 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • David Shaw reported no remaining Schwab 1000 Index ETF position as of Q2 2026 after selling out during the quarter.
  • David Shaw sold 10,873 Schwab 1000 Index ETF shares in Q2 2026, an estimated $341K.
  • David Shaw first reported a position in Schwab 1000 Index ETF in Q1 2024 and held it in 2 quarters.
  • David Shaw's Schwab 1000 Index ETF position peaked at $385K in Q1 2024.
  • 266 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.