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Schwab 1000 Index ETF (SCHK) Institutional Ownership

Schwab 1000 Index ETF logo
$30.03 -0.15 (-0.50%)
Closing price 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Schwab 1000 Index ETF (NYSEARCA:SCHK)

Number of
Institutional Buyers
(last 12 months)
156
Total
Institutional Inflows
(last 12 months)
$927.48M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$49.28M
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SCHK Institutional Buying and Selling by Quarter

Schwab 1000 Index ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/14/2025Armstrong Advisory Group Inc.2,436,076$72.64M5.5%-7.5%1.684%
7/14/2025Lighthouse Wealth Management Inc.344,735$10.28M8.9%+0.3%0.238%
7/11/2025 Farther Finance Advisors LLC11,342$338K0.0%-50.2%0.008%
7/11/2025 Diversified Trust Co36,084$1.08M0.0%N/A0.025%
7/11/2025 Kingstone Capital Partners Texas LLC105,096$3.13M0.0%N/A0.073%
7/10/2025 Wealth Enhancement Advisory Services LLC134,480$4.06M0.0%+512.9%0.093%
7/9/2025 Parkside Advisors LLC116,215$3.47M0.8%-3.3%0.080%
7/8/2025 Elevation Wealth Partners LLC30,757$917K0.4%+361.5%0.021%
7/8/2025 Adamsbrown Wealth Consultants LLC7,131$213K0.1%N/A0.005%
7/8/2025 Heartwood Wealth Advisors LLC11,941$356K0.0%N/A0.008%
7/3/2025 Collective Family Office LLC22,650$675K0.2%-17.7%0.016%
6/27/2025Goldman Sachs Group Inc.23,347$629K0.0%N/A0.016%
5/29/2025Plum Street Advisors LLC745,637$20.07M9.7%+2.1%0.513%
5/21/2025McAdam LLC12,917$348K0.0%-27.8%0.009%
5/20/2025Focus Partners Wealth485,542$13.07M0.0%-3.3%0.334%
5/19/2025Jane Street Group LLC80,110$2.16M0.0%N/A0.055%
5/16/2025Signature Estate & Investment Advisors LLC200,177$5.39M0.1%+0.5%0.138%
5/16/2025Goldman Sachs Group Inc.23,347$629K0.0%N/A0.016%
5/16/2025Integrated Wealth Concepts LLC8,612$232K0.0%N/A0.006%
5/15/2025Royal Bank of Canada9,116$245K0.0%+20.6%0.006%
5/14/2025Warwick Investment Management Inc.4,082,418$109.90M22.8%-7.0%2.809%
5/14/2025Northwestern Mutual Wealth Management Co.52,714$1.42M0.0%+10.8%0.036%
5/13/2025Aptus Capital Advisors LLC75,700$2.04M0.0%-4.0%0.052%
5/13/2025Russell Investments Group Ltd.3,972$107K0.0%N/A0.003%
5/13/2025HighTower Advisors LLC23,310$628K0.0%+122.1%0.016%
5/12/2025Financial Engines Advisors L.L.C.46,971,859$1.26B2.7%-1.6%32.316%
5/12/2025Meridian Wealth Management LLC9,620$259K0.0%-5.6%0.007%
5/12/2025SouthState Corp43,405$1.17M0.1%N/A0.030%
5/12/2025National Bank of Canada FI2,572$69K0.0%N/A0.002%
5/12/2025AlphaCore Capital LLC3,196$86K0.0%N/A0.002%
5/9/2025Costello Asset Management INC1,577$42K0.0%+120.3%0.001%
5/9/2025Blair William & Co. IL6,812$183K0.0%+26.7%0.005%
5/9/2025Blue Sky Capital Consultants Group Inc.26,147$704K0.5%-59.6%0.018%
5/8/2025US Bancorp DE157,228$4.23M0.0%+27.7%0.108%
5/8/2025Harbour Investments Inc.3,793$102K0.0%+145.5%0.003%
5/8/2025NorthRock Partners LLC67,305$1.81M0.1%-1.8%0.046%
5/8/2025Brucke Financial Inc.9,293$248K0.2%+17.1%0.006%
5/7/2025LPL Financial LLC128,554$3.46M0.0%+25.0%0.088%
5/7/2025Waddell & Associates LLC1,994,283$53.69M6.5%+2.8%1.372%
5/6/2025Cetera Investment Advisers69,194$1.86M0.0%+13.5%0.048%
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5/6/2025Brookwood Investment Group LLC53,969$1.45M0.2%N/A0.037%
5/2/2025Opulen Financial Group LLC21,145$569K0.5%N/A0.015%
5/2/2025Blake Schutter Theil Wealth Advisors LLC357,125$9.61M10.9%-42.5%0.246%
5/1/2025Key Financial Inc2,197$59K0.0%-41.7%0.002%
4/30/2025Cerity Partners LLC92,625$2.49M0.0%-1.6%0.064%
4/30/2025Allworth Financial LP14,069$371K0.0%+5.9%0.010%
4/29/2025OneDigital Investment Advisors LLC11,767$317K0.0%+3.5%0.008%
4/28/2025 Arlington Trust Co LLC3,100$83K0.0%N/A0.002%
4/28/2025Pinnacle Financial Partners Inc2,000$57K0.0%+100.0%0.001%
4/25/2025Red Door Wealth Management LLC9,105$245K0.0%-52.6%0.006%
4/25/2025Legacy Wealth Management Inc6,893,528$185.57M12.4%-1.1%4.739%
4/23/2025 YHB Investment Advisors Inc.10,978$296K0.0%-24.9%0.008%
4/22/2025Cambridge Investment Research Advisors Inc.9,737$262K0.0%-6.5%0.007%
4/22/2025Lighthouse Wealth Management Inc.343,601$9.25M8.5%+1.9%0.236%
4/21/2025Johnson Investment Counsel Inc.30,090$810K0.0%+17.0%0.021%
4/17/2025Robertson Stephens Wealth Management LLC9,290$250K0.0%N/A0.006%
4/17/2025Pinion Investment Advisors LLC32,726$881K0.2%+100.6%0.022%
4/17/2025Sound Income Strategies LLC1,004$27K0.0%N/A0.001%
4/16/2025 Wealth Enhancement Advisory Services LLC21,941$591K0.0%+5.8%0.015%
4/15/2025 Fiduciary Financial Group LLC39,766$1.00M0.2%+180.0%0.028%
4/14/2025 Farther Finance Advisors LLC22,755$615K0.0%N/A0.016%
4/14/2025Gemmer Asset Management LLC18,248$491K0.0%N/A0.013%
4/10/2025SMI Advisory Services LLC19,631$528K0.1%-2.1%0.014%
4/9/2025RFG Advisory LLC13,086$352K0.0%N/A0.009%
4/9/2025Merit Financial Group LLC40,187$1.08M0.0%N/A0.029%
4/9/2025SigFig Wealth Management LLC18,526$496K0.0%N/A0.013%
4/9/2025Kaizen Financial Strategies16,562$446K0.3%-26.0%0.012%
4/7/2025GAMMA Investing LLC494,359$13.31M0.0%+2,592.0%0.351%
4/3/2025 Collective Family Office LLC27,510$741K0.2%-15.7%0.020%
3/17/2025 Wealth Enhancement Advisory Services LLC20,744$587K0.0%+116.9%0.015%
3/7/2025Bannerman Wealth Management Group LLC9,683$274K0.2%N/A0.007%
2/27/2025Brucke Financial Inc.7,938$231K0.2%N/A0.006%
2/19/2025Blue Sky Capital Consultants Group Inc.64,799$1.83M1.1%N/A0.095%
2/18/2025Vise Technologies Inc.16,834$477K0.0%+95.0%0.025%
2/18/2025McIlrath & Eck LLC3,738$106K0.0%+100.0%0.005%
2/17/2025Visionary Wealth Advisors28,965$820K0.0%+93.6%0.043%
2/17/2025Two Sigma Investments LP438,200$12.41M0.0%N/A0.644%
2/17/2025NorthRock Partners LLC68,530$1.94M0.1%N/A0.101%
2/17/2025Kaizen Financial Strategies22,383$634K0.4%+75.1%0.033%
2/17/2025Guardian Wealth Advisors LLC NC78,832$2.23M0.2%+113.7%0.116%
2/17/2025Focus Partners Wealth502,133$14.22M0.0%+99.2%0.738%
2/17/2025CoreCap Advisors LLC1,197$34K0.0%N/A0.002%
2/17/2025Cetera Investment Advisers60,966$1.73M0.0%+100.0%0.090%
2/17/2025Captrust Financial Advisors80,222$2.27M0.0%+123.5%0.118%
2/17/2025Bank of America Corp DE205,195$5.81M0.0%+84.7%0.302%
2/17/2025Ancora Advisors LLC22,916$649K0.0%+73.8%0.034%
2/17/2025Aptus Capital Advisors LLC78,832$2.23M0.0%+113.7%0.116%
2/14/2025Comerica Bank19,178$543K0.0%+120.1%0.028%
2/14/2025Beacon Pointe Advisors LLC15,058$426K0.0%+100.2%0.022%
2/14/2025OneDigital Investment Advisors LLC11,367$322K0.0%+93.1%0.017%
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2/14/2025MML Investors Services LLC74,260$2.10M0.0%+103.7%0.109%
2/13/2025NewEdge Advisors LLC2,947$83K0.0%+93.9%0.004%
2/13/2025Main Street Financial Solutions LLC303,389$8.59M0.8%+108.2%0.446%
2/13/2025Mariner LLC242,893$6.88M0.0%+135.1%0.357%
2/13/2025RE Dickinson Investment Advisors LLC9,180$260K0.1%+183.3%0.014%
2/13/2025Accredited Investors Inc.8,726$247K0.0%+100.1%0.013%
2/13/2025Bank of Hawaii12,400$351K0.0%N/A0.018%
2/13/2025Waddell & Associates LLC1,939,058$54.90M5.6%+101.4%2.852%
2/13/2025Raymond James Financial Inc.49,377$1.40M0.0%N/A0.073%
2/13/2025Peachtree Investment Partners LLC10,285$291K0.1%+97.0%0.015%
(Data available from 1/1/2016 forward)

SCHK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHK shares?

During the previous two years, 177 institutional investors and hedge funds held shares of Schwab 1000 Index ETF. The most heavily invested institutionals were Financial Engines Advisors L.L.C. ($1.26B), Legacy Wealth Management Inc ($185.57M), Warwick Investment Management Inc. ($109.90M), Armstrong Advisory Group Inc. ($72.64M), Waddell & Associates LLC ($53.69M), Plum Street Advisors LLC ($20.07M), and GAMMA Investing LLC ($13.31M).Learn more on Schwab 1000 Index ETF's institutional investors.

Which institutional investors have been buying Schwab 1000 Index ETF's stock?

Of the 173 institutional investors that purchased Schwab 1000 Index ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Financial Engines Advisors L.L.C. ($20.60M), Legacy Wealth Management Inc ($3.38M), Warwick Investment Management Inc. ($3.12M), Armstrong Advisory Group Inc. ($1.41M), Waddell & Associates LLC ($1.05M), Blake Schutter Theil Wealth Advisors LLC ($621.23K), and GAMMA Investing LLC ($494.36K).

How much institutional buying is happening at Schwab 1000 Index ETF?

Institutional investors have bought a total of 32,833,071 shares in the last 24 months. This purchase volume represents approximately $927.48M in transactions.

Which of Schwab 1000 Index ETF's major shareholders have been selling company stock?

Of the 33 institutional investors that sold Schwab 1000 Index ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Financial Engines Advisors L.L.C. ($744.25K), Warwick Investment Management Inc. ($305.53K), Blake Schutter Theil Wealth Advisors LLC ($264.11K), Armstrong Advisory Group Inc. ($197.19K), Legacy Wealth Management Inc ($130.94K), Blue Sky Capital Consultants Group Inc. ($38.65K), and Renaissance Technologies LLC ($28.50K).

How much institutional selling is happening at Schwab 1000 Index ETF?

Institutional investors have sold a total of 1,806,204 shares in the last 24 months. This volume of shares sold represents approximately $49.28M in transactions.


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This page (NYSEARCA:SCHK) was last updated on 7/15/2025 by MarketBeat.com Staff
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