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Schwab 1000 Index ETF (SCHK) Institutional Ownership

Schwab 1000 Index ETF logo
$31.96 -0.04 (-0.13%)
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)
165
Total
Institutional Inflows
(last 12 months)
$1.00B
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$69.37M
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Skip Chart & View Institutional Buying and Selling Data

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
10/14/2025 Elevation Wealth Partners LLC30,262$972K0.3%-1.6%0.021%
10/14/2025HBK Sorce Advisory LLC142,968$4.64M0.1%+13.2%0.098%
10/14/2025Brighton Jones LLC12,766$410K0.0%-6.2%0.009%
10/10/2025 Legacy Wealth Management Inc6,361,635$204.34M12.0%-4.3%4.368%
10/10/2025 Red Door Wealth Management LLC11,648$374K0.0%+27.9%0.008%
10/8/2025 Armstrong Advisory Group Inc.2,429,812$78.05M5.5%-0.3%1.671%
10/8/2025 Sherrill & Hutchins Financial Advisory Inc46,033$1.48M1.1%+25.5%0.032%
10/7/2025 Orser Capital Management LLC83,297$2.68M1.5%N/A0.057%
10/6/2025 Collective Family Office LLC21,621$694K0.2%-4.5%0.015%
10/6/2025 Heartwood Wealth Advisors LLC14,247$458K0.0%+19.3%0.010%
9/26/2025Corient Private Wealth LLC12,429$371K0.0%-15.0%0.009%
9/4/2025Osaic Holdings Inc.19,575$584K0.0%+51.7%0.014%
8/15/2025Corient Private Wealth LLC24,858$741K0.0%+70.0%0.017%
8/15/2025Captrust Financial Advisors78,522$2.34M0.0%-2.1%0.054%
8/15/2025MML Investors Services LLC78,759$2.35M0.0%+4.3%0.054%
8/15/2025Blue Capital Inc.86,230$2.57M1.8%N/A0.060%
8/15/2025Bank of America Corp DE191,034$5.70M0.0%-0.7%0.132%
8/14/2025Raymond James Financial Inc.48,307$1.44M0.0%+1.6%0.033%
8/14/2025Main Street Financial Solutions LLC394,821$11.77M0.9%+16.1%0.273%
8/14/2025Qube Research & Technologies Ltd4,305$128K0.0%+59.6%0.003%
8/14/2025Cerity Partners LLC114,639$3.42M0.0%+23.8%0.079%
8/13/2025Beacon Pointe Advisors LLC15,563$464K0.0%+3.3%0.011%
8/13/2025Northwestern Mutual Wealth Management Co.43,531$1.30M0.0%-17.4%0.030%
8/13/2025Stevens Capital Partners12,231$373K0.1%N/A0.008%
8/12/2025AlphaCore Capital LLC3,696$110K0.0%+15.6%0.003%
8/12/2025JPMorgan Chase & Co.17,110$510K0.0%+50.8%0.012%
8/8/2025Cetera Investment Advisers69,793$2.08M0.0%+0.9%0.048%
8/8/2025Creative Planning3,092,202$92.21M0.1%+262.0%2.136%
8/7/2025Vise Technologies Inc.18,068$539K0.0%N/A0.012%
8/6/2025AE Wealth Management LLC4,096$122K0.0%+753.3%0.003%
8/6/2025SouthState Corp35,212$1.05M0.0%-18.9%0.024%
8/6/2025Atlantic Union Bankshares Corp2,847$85K0.0%N/A0.002%
8/5/2025Blue Barn Wealth LLC7,170$214K0.1%N/A0.005%
8/5/2025Simplex Trading LLC4,140$123K0.0%N/A0.003%
8/4/2025Spinnaker Trust7,244$216K0.0%N/A0.005%
8/4/2025HBK Sorce Advisory LLC126,274$3.77M0.1%-5.9%0.087%
8/1/2025Y Intercept Hong Kong Ltd27,625$824K0.0%N/A0.019%
8/1/2025Brookwood Investment Group LLC48,138$1.44M0.2%-10.8%0.033%
8/1/2025Envestnet Asset Management Inc.11,872$354K0.0%+41.0%0.008%
7/31/2025Blake Schutter Theil Wealth Advisors LLC330,530$9.86M11.2%-7.4%0.228%
7/31/2025Brighton Jones LLC13,617$406K0.0%N/A0.009%
7/31/2025Focus Partners Advisor Solutions LLC8,807$263K0.0%N/A0.006%
7/31/2025Blue Sky Capital Consultants Group Inc.25,739$768K0.4%-1.6%0.018%
7/29/2025Forvis Mazars Wealth Advisors LLC7,937$237K0.0%N/A0.005%
7/29/2025Signature Estate & Investment Advisors LLC201,803$6.02M0.1%+0.8%0.139%
7/29/2025Stratos Wealth Advisors LLC17,175$512K0.0%-4.3%0.012%
7/25/2025NorthRock Partners LLC66,905$2.00M0.1%-0.6%0.046%
7/25/2025Sequoia Financial Advisors LLC8,290$247K0.0%+4.4%0.006%
7/25/2025Johnson Investment Counsel Inc.29,623$883K0.0%-1.6%0.020%
7/24/2025Brucke Financial Inc.9,659$288K0.2%+3.9%0.007%
7/24/2025Pinion Investment Advisors LLC16,410$489K0.2%-49.9%0.011%
7/24/2025Blair William & Co. IL6,124$183K0.0%-10.1%0.004%
7/24/2025US Bancorp DE217,159$6.48M0.0%+38.1%0.150%
7/23/2025Richardson Capital Management LLC89,045$2.66M1.4%+43.4%0.062%
7/23/2025Opulen Financial Group LLC30,302$904K0.7%+43.3%0.021%
7/23/2025Prime Capital Investment Advisors LLC13,183$393K0.0%-82.7%0.009%
7/22/2025Gemmer Asset Management LLC28,934$863K0.1%+58.6%0.020%
7/21/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management9,281$277K0.0%-11.2%0.006%
7/18/2025SigFig Wealth Management LLC26,167$776K0.0%+41.2%0.018%
7/17/2025 Legacy Wealth Management Inc6,650,328$198.31M12.3%-3.5%4.594%
7/17/2025 Sound Income Strategies LLC1,498$45K0.0%+49.2%0.001%
7/15/2025McAdam LLC31,079$927K0.1%+140.6%0.021%
7/15/2025RVW Wealth LLC9,436$281K0.0%N/A0.007%
7/14/2025 Armstrong 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%
7/11/2025Farther Finance Advisors LLC11,342$338K0.0%-50.2%0.008%
7/11/2025Diversified Trust Co36,084$1.08M0.0%N/A0.025%
7/11/2025Kingstone Capital Partners Texas LLC105,096$3.13M0.0%N/A0.073%
7/10/2025Wealth Enhancement Advisory Services LLC134,480$4.06M0.0%+512.9%0.093%
7/9/2025Parkside Advisors LLC116,215$3.47M0.8%-3.3%0.080%
7/8/2025 Elevation Wealth Partners LLC30,757$917K0.4%+361.5%0.021%
7/8/2025Adamsbrown 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%
(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, 189 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 ($204.34M), Warwick Investment Management Inc. ($109.90M), Creative Planning ($92.21M), Armstrong Advisory Group Inc. ($78.05M), Waddell & Associates LLC ($53.69M), and Plum Street Advisors LLC ($20.07M).Learn more on Schwab 1000 Index ETF's institutional investors.

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

Of the 185 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. ($19.91M), Legacy Wealth Management Inc ($3.38M), Warwick Investment Management Inc. ($3.12M), Creative Planning ($2.25M), Armstrong Advisory Group Inc. ($1.39M), Waddell & Associates LLC ($1.05M), and Blake Schutter Theil Wealth Advisors LLC ($621.23K).

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

Institutional investors have bought a total of 35,348,485 shares in the last 24 months. This purchase volume represents approximately $1.00B in transactions.

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

Of the 40 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), Legacy Wealth Management Inc ($662.83K), Warwick Investment Management Inc. ($305.53K), Blake Schutter Theil Wealth Advisors LLC ($290.70K), Armstrong Advisory Group Inc. ($203.45K), Prime Capital Investment Advisors LLC ($63.89K), and Blue Sky Capital Consultants Group Inc. ($39.06K).

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

Institutional investors have sold a total of 2,452,497 shares in the last 24 months. This volume of shares sold represents approximately $69.37M in transactions.


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This page (NYSEARCA:SCHK) was last updated on 10/14/2025 by MarketBeat.com Staff
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