Jim Simons
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Jim Simons’s Schwab 1000 Index ETF SCHK Stock Holding History

Jim Simons’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 		– Sell
-50,800
Closed -$1.67M – 3635
2025
Q4 		$1.67M Sell
50,800
-60,800
-54% -$1.98M ﹤0.01% 1979
2025
Q3 		$3.58M Buy
111,600
+72,200
+183% +$2.23M ﹤0.01% 1679
2025
Q2 		$1.17M Buy
39,400
+2,500
+7% +$68.9K ﹤0.01% 2421
2025
Q1 		$993K Sell
36,900
-55,300
-60% -$1.57M ﹤0.01% 2436
2024
Q4 		$2.61M Buy
92,200
+46,000
+100% +$1.31M ﹤0.01% 1872
2024
Q3 		$1.28M Sell
46,200
-22,800
-33% -$607K ﹤0.01% 2304
2024
Q2 		$1.81M Sell
69,000
-57,000
-45% -$1.44M ﹤0.01% 1940
2024
Q1 		$3.19M Buy
126,000
+74,600
+145% +$1.8M 0.01% 1728
2023
Q4 		$1.18M Buy
51,400
+21,800
+74% +$468K ﹤0.01% 2297
2023
Q3 		$611K Buy
29,600
+19,800
+202% +$425K ﹤0.01% 2627
2023
Q2 		$210K Buy
+9,800
New +$198K ﹤0.01% 3285

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 $891M AUM 22.99% 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
PWMAI
PENSION & WEALTH MANAGEMENT ADVISORS, INC. Waltham, Massachusetts $371M AUM 16.82% 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

Jim Simons's SCHK Position: Q1 2026 in Review

Jim Simons sold out of Schwab 1000 Index ETF (SCHK) in Q1 2026, closing a stake of 50,800 shares — an estimated $1.67M sold.

Jim Simons first reported a position in SCHK in Q2 2023 and held it in 11 quarters. The position peaked at $3.58M in Q3 2025. 238 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • Jim Simons reported no remaining Schwab 1000 Index ETF position as of Q1 2026 after selling out during the quarter.
  • Jim Simons sold 50,800 Schwab 1000 Index ETF shares in Q1 2026, an estimated $1.67M.
  • Jim Simons first reported a position in Schwab 1000 Index ETF in Q2 2023 and held it in 11 quarters.
  • Jim Simons's Schwab 1000 Index ETF position peaked at $3.58M in Q3 2025.
  • 238 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.