Mariner
SCHK icon

Mariner’s Schwab 1000 Index ETF SCHK Stock Holding History

Mariner’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 		$14.1M Buy
449,173
+135,589
+43% +$4.44M 0.02% 594
2025
Q4 		$10.3M Sell
313,584
-1,096
-0.3% -$35.7K 0.01% 698
2025
Q3 		$10.1M Buy
314,680
+6,866
+2% +$213K 0.01% 635
2025
Q2 		$9.18M Sell
307,814
-2,299
-0.7% -$63.4K 0.01% 633
2025
Q1 		$8.35M Buy
310,113
+67,220
+28% +$1.91M 0.01% 614
2024
Q4 		$6.88M Buy
242,893
+36,243
+18% +$1.03M 0.01% 675
2024
Q3 		$5.71M Buy
206,650
+1,672
+0.8% +$44.5K 0.01% 734
2024
Q2 		$5.36M Buy
204,978
+176
+0.1% +$4.45K 0.01% 699
2024
Q1 		$5.19M Sell
204,802
-4
-0% -$96 0.01% 714
2023
Q4 		$4.72M Sell
204,806
-944
-0.5% -$20.3K 0.01% 700
2023
Q3 		$4.25M Sell
205,750
-13,976
-6% -$300K 0.01% 698
2023
Q2 		$4.7M Buy
219,726
+13,098
+6% +$265K 0.01% 671
2023
Q1 		$4.09M Buy
206,628
+94,004
+83% +$1.82M 0.01% 695
2022
Q4 		$2.08M Buy
112,624
+16,750
+17% +$311K 0.01% 912
2022
Q3 		$1.66M Sell
95,874
-11,350
-11% -$218K 0.01% 849
2022
Q2 		$1.96M Buy
107,224
+3,240
+3% +$64.3K 0.01% 714
2022
Q1 		$2.29M Buy
103,984
+71,734
+222% +$1.56M 0.01% 692
2021
Q4 		$751K Buy
32,250
+518
+2% +$11.7K ﹤0.01% 911
2021
Q3 		$676K Buy
+31,732
New +$695K ﹤0.01% 791

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
LWM
Lighthouse Wealth Management Ashland, Ohio $147M AUM 15.07% 1-Year Est. Return

Mariner's SCHK Position: Q1 2026 in Review

Mariner increased its Schwab 1000 Index ETF (SCHK) stake by 43% in Q1 2026, buying an estimated $4.44M and bringing the position to 449,173 shares worth $14.1M. The position accounts for 0.02% of the portfolio, ranked #594.

Mariner first reported a position in SCHK in Q3 2021 and has held it in 19 quarters since. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • Mariner held 449,173 shares of Schwab 1000 Index ETF worth $14.1M as of Q1 2026.
  • Mariner bought 135,589 Schwab 1000 Index ETF shares in Q1 2026, an estimated $4.44M.
  • Schwab 1000 Index ETF made up 0.02% of Mariner's portfolio in Q1 2026, its #594 holding.
  • Mariner first reported a position in Schwab 1000 Index ETF in Q3 2021 and has held it in 19 quarters since.
  • 235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.