MML Investors Services
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MML Investors Services’s Schwab 1000 Index ETF SCHK Stock Holding History

MML Investors Services’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 		$2.12M Sell
67,556
-2,544
-4% -$83.3K 0.01% 1292
2025
Q4 		$2.3M Sell
70,100
-623
-0.9% -$20.3K 0.01% 1295
2025
Q3 		$2.27M Sell
70,723
-8,036
-10% -$249K 0.01% 1253
2025
Q2 		$2.35M Buy
78,759
+3,252
+4% +$89.6K 0.01% 1168
2025
Q1 		$2.03M Buy
75,507
+1,247
+2% +$35.4K 0.01% 1173
2024
Q4 		$2.1M Buy
74,260
+1,352
+2% +$38.5K 0.01% 1106
2024
Q3 		$2.02M Sell
72,908
-2,478
-3% -$66K 0.01% 1088
2024
Q2 		$1.97M Buy
75,386
+2,802
+4% +$70.8K 0.01% 1033
2024
Q1 		$1.84M Buy
72,584
+748
+1% +$18K 0.01% 1081
2023
Q4 		$1.65M Buy
71,836
+2,062
+3% +$44.3K 0.01% 1102
2023
Q3 		$1.44M Buy
69,774
+590
+0.9% +$12.7K 0.01% 1038
2023
Q2 		$1.48M Sell
69,184
-1,600
-2% -$32.4K 0.01% 1033
2023
Q1 		$1.4M Buy
70,784
+58
+0.1% +$1.12K 0.01% 921
2022
Q4 		$1.31M Buy
70,726
+486
+0.7% +$9.03K 0.01% 1005
2022
Q3 		$1.22M Sell
70,240
-16,502
-19% -$318K 0.01% 966
2022
Q2 		$1.58M Sell
86,742
-31,426
-27% -$624K 0.01% 847
2022
Q1 		$2.6M Sell
118,168
-1,520
-1% -$33K 0.02% 689
2021
Q4 		$2.79M Sell
119,688
-3,532
-3% -$80.1K 0.02% 625
2021
Q3 		$2.63M Buy
123,220
+650
+0.5% +$14.2K 0.02% 625
2021
Q2 		$2.61M Sell
122,570
-10,606
-8% -$220K 0.02% 604
2021
Q1 		$2.63M Sell
133,176
-1,226
-0.9% -$23.7K 0.03% 560
2020
Q4 		$2.51M Sell
134,402
-2,236
-2% -$39.4K 0.03% 503
2020
Q3 		$2.25M Buy
136,638
+6,668
+5% +$109K 0.03% 479
2020
Q2 		$1.97M Sell
129,970
-1,049,200
-89% -$15M 0.03% 509
2020
Q1 		$14.8M Buy
1,179,170
+1,081,570
+1,108% +$16.2M 0.25% 98
2019
Q4 		$1.54M Buy
97,600
+11,748
+14% +$178K 0.02% 567
2019
Q3 		$1.25M Sell
85,852
-142,776
-62% -$2.08M 0.02% 591
2019
Q2 		$3.3M Buy
228,628
+17,752
+8% +$252K 0.05% 343
2019
Q1 		$2.93M Buy
210,876
+75,454
+56% +$1.01M 0.05% 358
2018
Q4 		$1.66M Buy
135,422
+66,062
+95% +$874K 0.03% 472
2018
Q3 		$993K Buy
+69,360
New +$974K 0.02% 669

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

MML Investors Services's SCHK Position: Q1 2026 in Review

MML Investors Services reduced its Schwab 1000 Index ETF (SCHK) stake by 3.6% in Q1 2026, selling an estimated $83.3K and leaving 67,556 shares worth $2.12M. The position accounts for 0.01% of the portfolio, ranked #1292.

MML Investors Services first reported a position in SCHK in Q3 2018 and has held it in 31 quarters since. The position peaked at $14.8M in Q1 2020. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • MML Investors Services held 67,556 shares of Schwab 1000 Index ETF worth $2.12M as of Q1 2026.
  • MML Investors Services sold 2,544 Schwab 1000 Index ETF shares in Q1 2026, an estimated $83.3K.
  • Schwab 1000 Index ETF made up 0.01% of MML Investors Services's portfolio in Q1 2026, its #1292 holding.
  • MML Investors Services first reported a position in Schwab 1000 Index ETF in Q3 2018 and has held it in 31 quarters since.
  • MML Investors Services's Schwab 1000 Index ETF position peaked at $14.8M in Q1 2020.
  • 235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.