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Schwab 1000 Index ETF (SCHK) Institutional Ownership

Schwab 1000 Index ETF logo
$28.12 +0.01 (+0.04%)
Closing price 05/22/2025 04:10 PM Eastern
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$27.75 -0.37 (-1.32%)
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Institutional Ownership Changes (13F Filings) for Schwab 1000 Index ETF (NYSEARCA:SCHK)

Number of
Institutional Buyers
(last 12 months)
155
Total
Institutional Inflows
(last 12 months)
$918.67M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$43.79M
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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
5/21/2025 McAdam LLC12,917$348K0.0%-27.8%0.009%
5/20/2025 Focus Partners Wealth485,542$13.07M0.0%-3.3%0.334%
5/19/2025 Jane Street Group LLC80,110$2.16M0.0%N/A0.055%
5/16/2025 Signature Estate & Investment Advisors LLC200,177$5.39M0.1%+0.5%0.138%
5/16/2025 Goldman Sachs Group Inc.23,347$629K0.0%N/A0.016%
5/16/2025 Integrated Wealth Concepts LLC8,612$232K0.0%N/A0.006%
5/15/2025 Royal Bank of Canada9,116$245K0.0%+20.6%0.006%
5/14/2025 Warwick Investment Management Inc.4,082,418$109.90M22.8%-7.0%2.809%
5/14/2025 Northwestern Mutual Wealth Management Co.52,714$1.42M0.0%+10.8%0.036%
5/13/2025 Aptus Capital Advisors LLC75,700$2.04M0.0%-4.0%0.052%
5/13/2025 Russell Investments Group Ltd.3,972$107K0.0%N/A0.003%
5/13/2025 HighTower Advisors LLC23,310$628K0.0%+122.1%0.016%
5/12/2025 Financial Engines Advisors L.L.C.46,971,859$1.26B2.7%-1.6%32.316%
5/12/2025 Meridian Wealth Management LLC9,620$259K0.0%-5.6%0.007%
5/12/2025 SouthState Corp43,405$1.17M0.1%N/A0.030%
5/12/2025 National Bank of Canada FI2,572$69K0.0%N/A0.002%
5/12/2025 AlphaCore Capital LLC3,196$86K0.0%N/A0.002%
5/9/2025 Costello Asset Management INC1,577$42K0.0%+120.3%0.001%
5/9/2025 Blair William & Co. IL6,812$183K0.0%+26.7%0.005%
5/9/2025 Blue Sky Capital Consultants Group Inc.26,147$704K0.5%-59.6%0.018%
5/8/2025 US Bancorp DE157,228$4.23M0.0%+27.7%0.108%
5/8/2025 Harbour Investments Inc.3,793$102K0.0%+145.5%0.003%
5/8/2025 NorthRock Partners LLC67,305$1.81M0.1%-1.8%0.046%
5/8/2025 Brucke Financial Inc.9,293$248K0.2%+17.1%0.006%
5/7/2025 LPL Financial LLC128,554$3.46M0.0%+25.0%0.088%
5/7/2025 Waddell & Associates LLC1,994,283$53.69M6.5%+2.8%1.372%
5/6/2025 Cetera Investment Advisers69,194$1.86M0.0%+13.5%0.048%
5/6/2025 Brookwood Investment Group LLC53,969$1.45M0.2%N/A0.037%
5/2/2025 Opulen Financial Group LLC21,145$569K0.5%N/A0.015%
5/2/2025 Blake Schutter Theil Wealth Advisors LLC357,125$9.61M10.9%-42.5%0.246%
5/1/2025 Key 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%
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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%
2/27/2025 Brucke Financial Inc.7,938$231K0.2%N/A0.006%
2/19/2025 Blue 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%
2/18/2025 McIlrath & Eck LLC3,738$106K0.0%+100.0%0.005%
2/17/2025 Visionary Wealth Advisors28,965$820K0.0%+93.6%0.043%
2/17/2025 Two Sigma Investments LP438,200$12.41M0.0%N/A0.644%
2/17/2025 NorthRock Partners LLC68,530$1.94M0.1%N/A0.101%
2/17/2025 Kaizen Financial Strategies22,383$634K0.4%+75.1%0.033%
2/17/2025 Guardian Wealth Advisors LLC NC78,832$2.23M0.2%+113.7%0.116%
2/17/2025 Focus Partners Wealth502,133$14.22M0.0%+99.2%0.738%
2/17/2025 CoreCap Advisors LLC1,197$34K0.0%N/A0.002%
2/17/2025 Cetera Investment Advisers60,966$1.73M0.0%+100.0%0.090%
2/17/2025 Captrust Financial Advisors80,222$2.27M0.0%+123.5%0.118%
2/17/2025 Bank of America Corp DE205,195$5.81M0.0%+84.7%0.302%
2/17/2025 Ancora Advisors LLC22,916$649K0.0%+73.8%0.034%
2/17/2025 Aptus Capital Advisors LLC78,832$2.23M0.0%+113.7%0.116%
2/14/2025 Comerica Bank19,178$543K0.0%+120.1%0.028%
2/14/2025 Beacon Pointe Advisors LLC15,058$426K0.0%+100.2%0.022%
2/14/2025 OneDigital Investment Advisors LLC11,367$322K0.0%+93.1%0.017%
2/14/2025 MML Investors Services LLC74,260$2.10M0.0%+103.7%0.109%
2/13/2025 NewEdge Advisors LLC2,947$83K0.0%+93.9%0.004%
2/13/2025 Main Street Financial Solutions LLC303,389$8.59M0.8%+108.2%0.446%
2/13/2025 Mariner LLC242,893$6.88M0.0%+135.1%0.357%
2/13/2025RE Dickinson Investment Advisors LLC9,180$260K0.1%+183.3%0.014%
2/13/2025 Accredited Investors Inc.8,726$247K0.0%+100.1%0.013%
2/13/2025 Bank of Hawaii12,400$351K0.0%N/A0.018%
2/13/2025 Waddell & Associates LLC1,939,058$54.90M5.6%+101.4%2.852%
2/13/2025 Raymond James Financial Inc.49,377$1.40M0.0%N/A0.073%
2/13/2025 Peachtree Investment Partners LLC10,285$291K0.1%+97.0%0.015%
2/13/2025 Renaissance Technologies LLC92,200$2.61M0.0%+299.1%0.136%
2/13/2025 Bank of Montreal Can7,034$199K0.0%+100.5%0.010%
2/13/2025 Cerity Partners LLC94,108$2.66M0.0%+100.2%0.138%
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2/13/2025 Envestnet Asset Management Inc.9,610$272K0.0%N/A0.014%
2/13/2025 Wells Fargo & Company MN15,901$450K0.0%+87.0%0.023%
2/13/2025 KCM Investment Advisors LLC9,712$275K0.0%+100.0%0.014%
2/12/2025 Atlas Capital Advisors Inc.2,154$61K0.0%+66.8%0.003%
2/12/2025 D L Carlson Investment Group Inc.17,745$502K0.1%+101.2%0.026%
2/12/2025 Blair William & Co. IL5,376$152K0.0%+1,244.0%0.008%
2/12/2025 JPMorgan Chase & Co.11,251$319K0.0%+97.7%0.017%
2/12/2025 Financial Engines Advisors L.L.C.47,716,110$1.35B2.8%+66.8%70.171%
2/11/2025 Signature Estate & Investment Advisors LLC199,152$5.64M0.1%+99.7%0.293%
2/11/2025 LPL Financial LLC102,825$2.91M0.0%+110.2%0.151%
(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, 173 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. ($74.55M), Waddell & Associates LLC ($53.69M), GAMMA Investing LLC ($13.31M), and Focus Partners Wealth ($13.07M).Learn more on SCHK's institutional investors.

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

Of the 169 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 ($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 35,288,171 shares in the last 24 months. This purchase volume represents approximately $978.65M in transactions.

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

Of the 49 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), Financial Engines Advisors L.L.C. ($744.25K), Warwick Investment Management Inc. ($305.53K), Blake Schutter Theil Wealth Advisors LLC ($264.11K), HBK Sorce Advisory LLC ($75.56K), Prime Capital Investment Advisors LLC ($42.07K), and Blue Sky Capital Consultants Group Inc. ($38.65K).

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

Institutional investors have sold a total of 6,845,215 shares in the last 24 months. This volume of shares sold represents approximately $174.89M in transactions.


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This page (NYSEARCA:SCHK) was last updated on 5/23/2025 by MarketBeat.com Staff
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