William Blair & Company
SCHK icon

William Blair & Company’s Schwab 1000 Index ETF SCHK Stock Holding History

William Blair & Company’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 		$192K Hold
6,124
– – ﹤0.01% 1497
2025
Q4 		$201K Hold
6,124
– – ﹤0.01% 1467
2025
Q3 		$197K Hold
6,124
– – ﹤0.01% 1468
2025
Q2 		$183K Sell
6,124
-688
-10% -$19K ﹤0.01% 1437
2025
Q1 		$183K Buy
6,812
+1,436
+27% +$40.8K ﹤0.01% 1413
2024
Q4 		$152K Buy
5,376
+4,576
+572% +$130K ﹤0.01% 1483
2024
Q3 		$22.1K Hold
800
– – ﹤0.01% 1700
2024
Q2 		$20.9K Sell
800
-586
-42% -$14.8K ﹤0.01% 1684
2024
Q1 		$35.1K Buy
+1,386
New +$33.4K ﹤0.01% 1637

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
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
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.37B AUM 23.84% 1-Year Est. Return

William Blair & Company's SCHK Position: Q1 2026 in Review

William Blair & Company held its Schwab 1000 Index ETF (SCHK) position steady in Q1 2026 at 6,124 shares worth $192K. The position accounts for ﹤0.01% of the portfolio, ranked #1497.

William Blair & Company first reported a position in SCHK in Q1 2024 and has held it in 9 quarters since. The position peaked at $201K in Q4 2025. 236 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • William Blair & Company held 6,124 shares of Schwab 1000 Index ETF worth $192K as of Q1 2026.
  • William Blair & Company left its Schwab 1000 Index ETF share count unchanged in Q1 2026.
  • Schwab 1000 Index ETF made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #1497 holding.
  • William Blair & Company first reported a position in Schwab 1000 Index ETF in Q1 2024 and has held it in 9 quarters since.
  • William Blair & Company's Schwab 1000 Index ETF position peaked at $201K in Q4 2025.
  • 236 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.