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Schwab 1000 Index ETF (SCHK) Institutional Ownership

Schwab 1000 Index ETF logo
$30.33 -0.14 (-0.46%)
Closing price 08/5/2025 04:10 PM Eastern
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$30.39 +0.06 (+0.20%)
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Institutional Ownership Changes (13F Filings) for Schwab 1000 Index ETF (NYSEARCA:SCHK)

Number of
Institutional Buyers
(last 12 months)
160
Total
Institutional Inflows
(last 12 months)
$930.12M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$60.20M
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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
8/5/2025Blue Barn Wealth LLC7,170$214K0.1%N/A0.005%
8/5/2025Simplex Trading LLC4,140$123K0.0%N/A0.003%
8/4/2025 Spinnaker Trust7,244$216K0.0%N/A0.005%
8/4/2025 HBK Sorce Advisory LLC126,274$3.77M0.1%-5.9%0.087%
8/1/2025 Y Intercept Hong Kong Ltd27,625$824K0.0%N/A0.019%
8/1/2025 Brookwood Investment Group LLC48,138$1.44M0.2%-10.8%0.033%
8/1/2025 Envestnet Asset Management Inc.11,872$354K0.0%+41.0%0.008%
7/31/2025 Blake Schutter Theil Wealth Advisors LLC330,530$9.86M11.2%-7.4%0.228%
7/31/2025 Brighton Jones LLC13,617$406K0.0%N/A0.009%
7/31/2025 Focus Partners Advisor Solutions LLC8,807$263K0.0%N/A0.006%
7/31/2025 Blue Sky Capital Consultants Group Inc.25,739$768K0.4%-1.6%0.018%
7/29/2025 Forvis Mazars Wealth Advisors LLC7,937$237K0.0%N/A0.005%
7/29/2025 Signature Estate & Investment Advisors LLC201,803$6.02M0.1%+0.8%0.139%
7/29/2025 Stratos Wealth Advisors LLC17,175$512K0.0%-4.3%0.012%
7/25/2025 NorthRock Partners LLC66,905$2.00M0.1%-0.6%0.046%
7/25/2025 Sequoia Financial Advisors LLC8,290$247K0.0%+4.4%0.006%
7/25/2025 Johnson Investment Counsel Inc.29,623$883K0.0%-1.6%0.020%
7/24/2025 Brucke Financial Inc.9,659$288K0.2%+3.9%0.007%
7/24/2025 Pinion Investment Advisors LLC16,410$489K0.2%-49.9%0.011%
7/24/2025 Blair William & Co. IL6,124$183K0.0%-10.1%0.004%
7/24/2025 US Bancorp DE217,159$6.48M0.0%+38.1%0.150%
7/23/2025 Richardson Capital Management LLC89,045$2.66M1.4%+43.4%0.062%
7/23/2025 Opulen Financial Group LLC30,302$904K0.7%+43.3%0.021%
7/23/2025 Prime Capital Investment Advisors LLC13,183$393K0.0%-82.7%0.009%
7/22/2025 Gemmer Asset Management LLC28,934$863K0.1%+58.6%0.020%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management9,281$277K0.0%-11.2%0.006%
7/18/2025 SigFig 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%
7/15/2025 McAdam LLC31,079$927K0.1%+140.6%0.021%
7/15/2025 RVW 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%
7/14/2025 Lighthouse 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%
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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%
5/21/2025 McAdam 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%
5/16/2025 Signature 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%
5/14/2025 Warwick 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%
5/9/2025 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%
5/7/2025LPL 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%
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%
5/1/2025Key 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%
4/25/2025 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%
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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%
4/9/2025Kaizen 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%
(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, 183 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 ($198.31M), 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 179 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 32,858,824 shares in the last 24 months. This purchase volume represents approximately $928.98M in transactions.

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

Of the 38 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 ($374.14K), Warwick Investment Management Inc. ($305.53K), Blake Schutter Theil Wealth Advisors LLC ($290.70K), Armstrong Advisory Group Inc. ($197.19K), 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 2,171,953 shares in the last 24 months. This volume of shares sold represents approximately $60.19M in transactions.


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This page (NYSEARCA:SCHK) was last updated on 8/6/2025 by MarketBeat.com Staff
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