MassMutual Private Wealth & Trust, FSB SCHK β€” Schwab 1000 Index ETF

Ownership history in MassMutual Private Wealth & Trust, FSB  Β·  7 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported Schwab 1000 Index ETF (SCHK) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. The latest visible filing shows SCHK at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SCHK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in Schwab 1000 Index ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SCHK was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MassMutual Private Wealth & Trust, FSB held SCHK β€” position size vs. price
% of Fund (quarterly)    SCHK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” 20 β€” 0% 0.00% $721 2026-07-02 $35.97
2026 Q1 UNCHANGED β€” β€” β€” 20 β€” 0% 0.00% $627 2026-04-13 $32.97
2025 Q4 UNCHANGED β€” β€” β€” 20 β€” 0% 0.00% $656 2026-01-07 $33.07
2025 Q3 UNCHANGED β€” β€” β€” 20 β€” 0% 0.00% $642 2025-10-22 $31.90
2025 Q2 UNCHANGED β€” β€” β€” 20 β€” 0% 0.00% $596 2025-07-09 $29.81
2025 Q1 UNCHANGED β€” β€” β€” 20 β€” 0% 0.00% $538 2025-04-01 $26.64
2024 Q4 INITIATED β€” β€” β€” 20 β€” β€” 0.00% $566 2025-01-16 $28.17

🏒 Other funds also holding SCHK

As of 2026 Q2 β€” sorted by position size

COLLECTIVE FAMILY OFFICE LLC 3Y 0.18% SigFig Wealth Management, LLC 3Y 7Y 0.03%

FAQ About MassMutual Private Wealth & Trust, FSB and SCHK

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning SCHK?

MassMutual Private Wealth & Trust, FSB reported SCHK across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported SCHK position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for SCHK was 0.00% in 2026 Q2.

What is the latest reported SCHK position on this page?

The most recent filing on this page is 2026 Q2, when MassMutual Private Wealth & Trust, FSB reported 20 shares, equal to 0.00% of portfolio, with an estimated market value of $721.

What does the chart on this SCHK ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly SCHK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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