SCHK — SCHWAB 1000 INDEX ETF
As of Q2 2026, 13 SEC-registered investment managers reported holding SCHK (SCHWAB 1000 INDEX ETF) in their latest 13F filings, with a combined reported value of $193.34M across 5.36M shares. That is +37.6% by share count (+1.46M shares) versus the previous quarter, while reported value moved +58.4%. Ownership is concentrated: the five largest holders account for 97.4% of reported value and the top ten for 99.8%.
Compared with the prior quarter, 2 opened new positions, 6 added to existing stakes, 4 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Charles Schwab Investment Management history | Q2 2026 | 4.84M | $174.42M | 0.02% | Add |
| Citadel Advisors history | Q2 2025 | 263.25K | $7.85M | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 158.84K | $5.73M | 0.00% | Reduce |
| Morgan Stanley history | Q2 2026 | 87.02K | $3.14M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 85.40K | $3.08M | 0.00% | Reduce |
| BlackRock Inc history | Q2 2026 | 54.38K | $1.96M | 0.00% | Add |
| Renaissance Technologies history | Q2 2026 | 49.00K | $1.77M | 0.00% | New |
| Goldman Sachs Group history | Q2 2026 | 25.94K | $935.25K | 0.00% | Add |
| Two Sigma Investments history | Q2 2025 | 31.20K | $930.38K | 0.00% | New |
| AQR Capital Management history | Q2 2026 | 24.51K | $883.80K | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 18.27K | $654.18K | 0.00% | New |
| Millennium Management history | Q4 2025 | 15.61K | $511.94K | 0.00% | New |
| PNC Financial Services history | Q2 2026 | 11.90K | $428.97K | 0.00% | Hold |
| D. E. Shaw & Co history | Q1 2026 | 10.87K | $340.65K | 0.00% | New |
| UBS Group AG history | Q2 2026 | 9.22K | $332.58K | 0.00% | Add |
| Northern Trust Corp history | Q1 2024 | 6.20K | $313.90K | 0.00% | Hold |
| Wells Fargo & Co history | Q2 2026 | 62 | $2.23K | 0.00% | Add |
| Citigroup Inc history | Q2 2026 | 24 | $865 | 0.00% | Reduce |
New Positions (Q2 2026)
- Renaissance Technologies 49.00K sh · $1.77M
- JPMorgan Chase & Co 18.27K sh · $654.18K
Fully Exited (vs previous quarter)
- D. E. Shaw & Co sold 10.87K sh · $340.65K
Fund Position History — shares by quarter (top 18 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Charles Schwab Investment Management | — | — | — | — | — | — | — | — | — | — | — | — | 5.13K | — | — | 422.37K | 1.59M | 3.48M | 3.45M | 4.84M |
| Bank of America Corp | 12.98K | 18.39K | 42.62K | 82.64K | 133.69K | 190.48K | 232.41K | 243.42K | 251.28K | 259.76K | 133.93K | 115.73K | 111.08K | 205.19K | 192.47K | 191.03K | 299.09K | 178.12K | 173.74K | 158.84K |
| Morgan Stanley | 11.83K | 16.25K | 11.17K | 8.15K | 7.49K | 7.01K | 8.99K | 9.26K | 9.16K | 10.55K | 12.08K | 39.17K | 39.88K | 78.62K | 79.36K | 81.19K | 81.04K | 85.63K | 87.53K | 87.02K |
| Fidelity Management & Research (FMR) | 2.24K | 2.24K | 2.37K | 1.74K | 1.70K | 1.67K | 1.33K | 745 | 774 | 1.02K | 23.55K | 24.29K | 37.56K | 75.26K | 75.93K | 79.08K | 81.90K | 81.93K | 86.22K | 85.40K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 14.82K | 9.82K | 31.96K | 54.38K |
| Renaissance Technologies | — | — | — | — | — | — | — | 4.90K | 14.80K | 25.70K | 63.00K | 34.50K | 23.10K | 92.20K | 36.90K | 39.40K | 111.60K | 50.80K | — | 49.00K |
| Goldman Sachs Group | — | 79.41K | 264.41K | 240.26K | 63.04K | 77.12K | — | — | 8.18K | — | 254.98K | 28.51K | — | — | 23.35K | 421.11K | 138.36K | — | 16.25K | 25.94K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 14.91K | 22.35K | 24.51K |
| JPMorgan Chase & Co | — | 254 | 237 | — | 1.58K | 3.76K | 5.70K | 5.52K | 5.65K | 5.01K | 5.14K | 5.30K | 5.69K | 11.25K | 11.34K | 17.11K | 16.92K | 15.83K | — | 18.27K |
| PNC Financial Services | — | 156 | — | — | 251 | 251 | 251 | 355 | 550 | 355 | 355 | 355 | 355 | 766 | 710 | 710 | 710 | 710 | 11.90K | 11.90K |
| UBS Group AG | — | 3.12K | 1.05K | — | — | — | — | 4.72K | 347 | — | 647 | 647 | 2.60K | 9.30K | 9.25K | 9.10K | 9.20K | 9.46K | 4.85K | 9.22K |
| Wells Fargo & Co | 2.80K | 3.22K | 3.30K | 17.04K | 3.74K | 4.68K | 4.07K | 4.11K | 1.80K | 12.03K | 9.03K | 7.95K | 8.51K | 15.90K | 909 | 909 | 1.08K | 1.00K | 2 | 62 |
| Citigroup Inc | — | — | — | — | — | — | — | — | — | — | 532 | — | — | 55 | 59 | — | 27 | — | 28 | 24 |
| D. E. Shaw & Co | — | — | — | — | — | — | — | — | — | — | 7.60K | — | — | — | — | — | — | — | 10.87K | — |
| Millennium Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 9.28K | — | — | 15.61K | — | — |
| Citadel Advisors | 11.82K | 55.71K | — | 17.79K | — | 41.33K | 6.26K | 15.52K | 19.60K | 32.59K | 38.77K | — | — | 11.79K | 11.20K | 263.25K | — | — | — | — |
| Two Sigma Investments | — | — | — | — | — | — | — | — | — | — | — | — | — | 438.20K | — | 31.20K | — | — | — | — |
| Northern Trust Corp | 4.76K | 4.76K | 4.76K | 6.20K | 6.20K | 6.20K | 6.20K | 6.20K | 6.20K | 6.20K | 6.20K | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details