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Schwab 1000 Index ETF (SCHK) Institutional Ownership

Schwab 1000 Index ETF logo
$27.32 +0.41 (+1.52%)
As of 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)
146
Total
Institutional Inflows
(last 12 months)
$908.88M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$13.85M
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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
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%
4/30/2025 Cerity Partners LLC92,625$2.49M0.0%-1.6%0.064%
4/30/2025 Allworth Financial LP14,069$371K0.0%+5.9%0.010%
4/29/2025 OneDigital Investment Advisors LLC11,767$317K0.0%+3.5%0.008%
4/28/2025 Arlington Trust Co LLC3,100$83K0.0%N/A0.002%
4/28/2025 Pinnacle Financial Partners Inc2,000$57K0.0%+100.0%0.001%
4/25/2025 Red Door Wealth Management LLC9,105$245K0.0%-52.6%0.006%
4/25/2025 Legacy 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%
4/22/2025 Cambridge Investment Research Advisors Inc.9,737$262K0.0%-6.5%0.007%
4/22/2025 Lighthouse Wealth Management Inc.343,601$9.25M8.5%+1.9%0.236%
4/21/2025 Johnson Investment Counsel Inc.30,090$810K0.0%+17.0%0.021%
4/17/2025 Robertson Stephens Wealth Management LLC9,290$250K0.0%N/A0.006%
4/17/2025 Pinion Investment Advisors LLC32,726$881K0.2%+100.6%0.022%
4/17/2025 Sound 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%
4/14/2025 Gemmer Asset Management LLC18,248$491K0.0%N/A0.013%
4/10/2025 SMI Advisory Services LLC19,631$528K0.1%-2.1%0.014%
4/9/2025 RFG Advisory LLC13,086$352K0.0%N/A0.009%
4/9/2025 Merit Financial Group LLC40,187$1.08M0.0%N/A0.029%
4/9/2025 SigFig Wealth Management LLC18,526$496K0.0%N/A0.013%
4/9/2025 Kaizen Financial Strategies16,562$446K0.3%-26.0%0.012%
4/7/2025 GAMMA 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%
3/7/2025 Bannerman 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%
2/17/2025 Kaizen 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%
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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%
2/14/2025 OneDigital Investment Advisors LLC11,367$322K0.0%+93.1%0.017%
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%
2/13/2025Renaissance Technologies LLC92,200$2.61M0.0%+299.1%0.136%
2/13/2025Bank of Montreal Can7,034$199K0.0%+100.5%0.010%
2/13/2025 Cerity Partners LLC94,108$2.66M0.0%+100.2%0.138%
2/13/2025 Envestnet Asset Management Inc.9,610$272K0.0%N/A0.014%
2/13/2025Wells Fargo & Company MN15,901$450K0.0%+87.0%0.023%
2/13/2025KCM Investment Advisors LLC9,712$275K0.0%+100.0%0.014%
2/12/2025Atlas Capital Advisors Inc.2,154$61K0.0%+66.8%0.003%
2/12/2025D L Carlson Investment Group Inc.17,745$502K0.1%+101.2%0.026%
2/12/2025Blair William & Co. IL5,376$152K0.0%+1,244.0%0.008%
2/12/2025JPMorgan Chase & Co.11,251$319K0.0%+97.7%0.017%
2/12/2025Financial Engines Advisors L.L.C.47,716,110$1.35B2.8%+66.8%70.171%
2/11/2025Signature Estate & Investment Advisors LLC199,152$5.64M0.1%+99.7%0.293%
2/11/2025LPL Financial LLC102,825$2.91M0.0%+110.2%0.151%
2/11/2025Sandy Spring Bank1,549$44K0.0%+99.9%0.002%
2/10/2025 Axxcess Wealth Management LLC7,454$211K0.0%+90.5%0.011%
2/10/2025Cassady Schiller Wealth Management LLC136,558$3.87M1.4%+112.1%0.201%
2/10/2025Harbour Investments Inc.1,545$44K0.0%+75.6%0.002%
2/10/2025Corient Private Wealth LLC12,281$348K0.0%+3.9%0.018%
2/10/2025Associated Banc Corp15,838$448K0.0%+100.0%0.023%
2/10/2025Commonwealth Equity Services LLC46,741$1.32M0.0%+106.2%0.069%
2/10/2025 HBK Sorce Advisory LLC134,140$3.80M0.1%+98.1%0.197%
2/7/2025 Sequoia Financial Advisors LLC7,719$219K0.0%N/A0.011%
2/7/2025Warwick Investment Management Inc.4,387,948$124.22M25.6%+109.2%6.453%
2/7/2025HighTower Advisors LLC10,497$297K0.0%+87.0%0.015%
2/7/2025 Johnson Investment Counsel Inc.25,722$728K0.0%+114.4%0.038%
2/7/2025Blake Schutter Theil Wealth Advisors LLC621,234$17.59M18.6%+100.0%0.914%
2/7/2025Blue Bell Private Wealth Management LLC13,954$395K0.1%+99.4%0.021%
2/6/2025Raymond James Financial Inc.49,377$1.40M0.0%N/A0.073%
2/6/2025 Pinion Investment Advisors LLC16,313$462K0.2%+100.6%0.024%
2/6/2025Meridian Wealth Management LLC10,192$289K0.0%+95.4%0.015%
2/5/2025 Halbert Hargrove Global Advisors LLC3,510$99K0.0%N/A0.005%
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2/5/2025Kohmann Bosshard Financial Services LLC61,008$1.73M0.2%+100.0%0.090%
2/5/2025US Bancorp DE123,142$3.49M0.0%+94.9%0.181%
2/5/2025Fisher Asset Management LLC15,314$434K0.0%N/A0.023%
2/5/2025TD Capital Management LLC4,898$139K0.0%+93.5%0.007%
2/5/2025Bouchey Financial Group Ltd8,378$237K0.0%+100.0%0.012%
2/4/2025 Rothschild Investment LLC4,880$138K0.0%+100.0%0.007%
2/4/2025IFP Advisors Inc3,759$106K0.0%+99.9%0.006%
2/4/2025 Capital Advisors Ltd. LLC1,600$45K0.0%+100.0%0.002%
2/4/2025 Richardson Capital Management LLC62,174$1.76M1.1%+98.8%0.091%
2/3/2025 Element Wealth LLC7,024$199K0.1%+100.0%0.010%
(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, 165 institutional investors and hedge funds held shares of Schwab 1000 Index ETF. The most heavily invested institutionals were Financial Engines Advisors L.L.C. ($1.35B), Legacy Wealth Management Inc ($185.57M), Warwick Investment Management Inc. ($124.22M), Armstrong Advisory Group Inc. ($74.55M), Waddell & Associates LLC ($54.90M), Focus Partners Wealth ($14.22M), and GAMMA Investing LLC ($13.31M).Learn more on SCHK's institutional investors.

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

Of the 160 institutional investors that purchased Schwab 1000 Index ETF 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. ($1.45M), Waddell & Associates LLC ($998.22K), 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 34,975,543 shares in the last 24 months. This purchase volume represents approximately $969.83M in transactions.

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

Of the 46 institutional investors that sold Schwab 1000 Index ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Legacy Wealth Management Inc ($5.17M), Blake Schutter Theil Wealth Advisors LLC ($264.11K), Red Door Wealth Management LLC ($77.33K), HBK Sorce Advisory LLC ($75.56K), Kaizen Financial Strategies ($62.27K), Prime Capital Investment Advisors LLC ($42.92K), and Renaissance Technologies LLC ($28.50K).

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

Institutional investors have sold a total of 5,885,685 shares in the last 24 months. This volume of shares sold represents approximately $147.95M in transactions.


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This page (NYSEARCA:SCHK) was last updated on 5/2/2025 by MarketBeat.com Staff
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