Fidelity Investments
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Fidelity Investments’s Schwab 1000 Index ETF SCHK Stock Holding History

Fidelity Investments’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 		$2.7M Buy
86,223
+4,292
+5% +$141K ﹤0.01% 2540
2025
Q4 		$2.69M Buy
81,931
+32
+0% +$1.04K ﹤0.01% 2501
2025
Q3 		$2.63M Buy
81,899
+2,818
+4% +$87.2K ﹤0.01% 2444
2025
Q2 		$2.36M Buy
79,081
+3,154
+4% +$86.9K ﹤0.01% 2435
2025
Q1 		$2.04M Buy
75,927
+666
+0.9% +$18.9K ﹤0.01% 2437
2024
Q4 		$2.13M Buy
75,261
+135
+0.2% +$3.84K ﹤0.01% 2432
2024
Q3 		$2.08M Buy
75,126
+26,552
+55% +$707K ﹤0.01% 2388
2024
Q2 		$1.27M Buy
48,574
+1,480
+3% +$37.4K ﹤0.01% 2459
2024
Q1 		$1.19M Buy
47,094
+45,052
+2,206% +$1.08M ﹤0.01% 2457
2023
Q4 		$47K Buy
2,042
+494
+32% +$10.6K ﹤0.01% 3543
2023
Q3 		$32K Buy
1,548
+58
+4% +$1.25K ﹤0.01% 3571
2023
Q2 		$31.9K Sell
1,490
-1,172
-44% -$23.7K ﹤0.01% 3650
2023
Q1 		$52.6K Sell
2,662
-670
-20% -$12.9K ﹤0.01% 3430
2022
Q4 		$61.5K Sell
3,332
-62
-2% -$1.15K ﹤0.01% 3368
2022
Q3 		$59K Sell
3,394
-88
-3% -$1.69K ﹤0.01% 3430
2022
Q2 		$63K Sell
3,482
-1,256
-27% -$24.9K ﹤0.01% 3482
2022
Q1 		$104K Buy
4,738
+264
+6% +$5.73K ﹤0.01% 3426
2021
Q4 		$104K Sell
4,474
-2
-0% -$45 ﹤0.01% 3087
2021
Q3 		$95K Sell
4,476
-28
-0.6% -$613 ﹤0.01% 3093
2021
Q2 		$96K Buy
4,504
+2,440
+118% +$50.6K ﹤0.01% 3041
2021
Q1 		$41K Sell
2,064
-202
-9% -$3.9K ﹤0.01% 3096
2020
Q4 		$42K Buy
2,266
+604
+36% +$10.6K ﹤0.01% 3035
2020
Q3 		$27K Buy
+1,662
New +$27.1K ﹤0.01% 3003
2020
Q2 		– Sell
-420
Closed -$5K – 4105
2020
Q1 		$5K Sell
420
-580
-58% -$8.68K ﹤0.01% 3269
2019
Q4 		$16K Buy
1,000
+356
+55% +$5.38K ﹤0.01% 3173
2019
Q3 		$9K Buy
+644
New +$9.37K ﹤0.01% 3268

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
Creative Planning
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
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
WA
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Fidelity Investments's SCHK Position: Q1 2026 in Review

Fidelity Investments increased its Schwab 1000 Index ETF (SCHK) stake by 5.2% in Q1 2026, buying an estimated $141K and bringing the position to 86,223 shares worth $2.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2540.

Fidelity Investments first reported a position in SCHK in Q3 2019 and has held it in 26 quarters since. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • Fidelity Investments held 86,223 shares of Schwab 1000 Index ETF worth $2.7M as of Q1 2026.
  • Fidelity Investments bought 4,292 Schwab 1000 Index ETF shares in Q1 2026, an estimated $141K.
  • Schwab 1000 Index ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #2540 holding.
  • Fidelity Investments first reported a position in Schwab 1000 Index ETF in Q3 2019 and has held it in 26 quarters since.
  • 235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.