Free Trial
Final Hours! Save $100 on MarketBeat All Access Before 11:59 PM
  • 0Days
  • 0Hours
  • 0Minutes
  • 0Seconds
Lock In $149 Tonight
Claim MarketBeat All Access Sale Promotion

Schwab 1000 Index ETF (SCHK) Institutional Ownership

Schwab 1000 Index ETF logo
$35.84 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Schwab 1000 Index ETF (NYSEARCA:SCHK)

Number of
Institutional Buyers
(last 12 months)
127
Total
Institutional Inflows
(last 12 months)
$219.42M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$166.94M
Get SCHK Insider Trade Alerts

Want to know when executives and insiders are buying or selling Schwab 1000 Index ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SCHK Institutional Buying and Selling by Quarter

Schwab 1000 Index ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Bank of America Corp DE173,740$5.44M0.0%-2.5%0.114%
5/16/2026 Quantinno Capital Management LP24,092$755K0.0%+21.4%0.016%
5/15/2026 FreeGulliver LLC146,686$4.60M1.9%+90.4%0.096%
5/15/2026 Waverly Advisors LLC15,341$481K0.0%-7.5%0.010%
5/14/2026 Alamar Capital Management LLC16,090$504K0.3%N/A0.011%
5/14/2026 Lido Advisors LLC42,798$1.34M0.0%-60.6%0.028%
5/13/2026 Cetera Investment Advisers78,284$2.45M0.0%+1.9%0.051%
5/8/2026 PNC Financial Services Group Inc.11,896$373K0.0%+1,575.5%0.008%
5/7/2026 Cornerstone Advisors Asset Management LLC258,167$8.09M1.2%+32.9%0.169%
5/7/2026 Parallel Advisors LLC4,030$126K0.0%+1,028.9%0.003%
5/6/2026 Cornerstone Planning Group LLC4,665$146K0.0%N/A0.003%
5/6/2026 Angeles Wealth Management LLC2,000$63K0.0%N/A0.001%
5/5/2026 SouthState Bank Corp5,718$179K0.0%-9.5%0.004%
5/5/2026 Sanctuary Advisors LLC30,659$961K0.0%+1.7%0.020%
5/4/2026 Blake Schutter Theil Wealth Advisors LLC190,089$5.96M4.9%-24.0%0.125%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management43,293$1.36M0.0%+533.6%0.028%
5/4/2026 Archer Investment Corp837$26K0.0%N/A0.001%
5/4/2026 Chicago Partners Investment Group LLC16,312$559K0.0%+8.2%0.011%
5/1/2026 Kaizen Financial Strategies22,338$755K0.3%+6.4%0.015%
5/1/2026 Fifth Third Bancorp19,122$599K0.0%N/A0.013%
5/1/2026 Van Cleef Asset Management Inc9,046$283K0.0%N/A0.006%
5/1/2026 Sequoia Financial Advisors LLC10,277$322K0.0%+24.9%0.007%
4/29/2026 Kiley Juergens Wealth Management LLC9,082$285K0.1%N/A0.006%
4/27/2026 Lafayette Investments Inc.19,461$610K0.1%N/A0.013%
4/27/2026 Sound Income Strategies LLC2,009$63K0.0%+53.8%0.001%
4/24/2026 Lighthouse Wealth Management Inc.391,661$12.27M8.3%+4.3%0.257%
4/22/2026 Cambient Family Office LLC23,966$751K0.1%+1.5%0.016%
4/20/2026 RFG Advisory LLC8,731$274K0.0%-81.0%0.006%
4/16/2026 Orser Capital Management LLC81,817$2.56M1.8%-1.7%0.054%
3/9/2026 Corient Private Wealth LLC17,460$573K0.0%+39.6%0.012%
2/26/2026 TD Capital Management LLC4,007$131K0.0%-18.9%0.003%
2/20/2026 Catalyst Investment Management LLC36,521$1.20M1.1%N/A0.024%
2/20/2026 Cambient Family Office LLC23,620$775K0.1%N/A0.016%
2/19/2026 Professional Financial Solutions LLC ADV9,287$305K0.3%N/A0.006%
2/19/2026 Axxcess Wealth Management LLC8,908$292K0.0%N/A0.006%
2/19/2026 Corient Private Wealth LLC17,460$573K0.0%+39.6%0.012%
2/18/2026 Strive Financial Group LLC2,150$71K0.0%N/A0.001%
2/18/2026 Mercer Global Advisors Inc. ADV12,411$407K0.0%-16.7%0.008%
2/18/2026 Beacon Pointe Advisors LLC15,273$501K0.0%-23.7%0.010%
2/18/2026 EP Wealth Advisors LLC6,440$211K0.0%N/A0.004%
Your $29.97 book is free today (Ad)

Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up. This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account.tc pixel

Normally $29.97. Today it's free. Grab your copy now.
2/18/2026 NewEdge Advisors LLC1,690$55K0.0%-42.6%0.001%
2/18/2026 Crusonia Wealth Advisors LLC78,464$2.57M0.6%N/A0.052%
2/18/2026 Tudor Investment Corp ET AL6,735$221K0.0%N/A0.005%
2/18/2026 Millennium Management LLC15,608$512K0.0%N/A0.010%
2/18/2026Main Street Financial Solutions LLC413,934$13.58M1.0%+0.6%0.277%
2/18/2026 Engineers Gate Manager LP25,466$835K0.0%N/A0.017%
2/17/2026 AQR Capital Management LLC14,909$489K0.0%N/A0.010%
2/17/2026 Cetera Investment Advisers76,825$2.52M0.0%+3.8%0.051%
2/17/2026 Equitable Holdings Inc.20,876$685K0.0%-3.2%0.014%
2/17/2026 Osaic Holdings Inc.21,978$721K0.0%+11.5%0.015%
2/17/2026 Guardian Wealth Advisors LLC NC79,895$2.62M0.2%+6.3%0.053%
2/17/2026 Captrust Financial Advisors78,753$2.58M0.0%+1.6%0.053%
2/17/2026 Royal Bank of Canada11,318$371K0.0%+12.5%0.008%
2/16/2026 MML Investors Services LLC70,100$2.30M0.0%-0.9%0.047%
2/16/2026 Mariner LLC313,584$10.29M0.0%-0.3%0.210%
2/16/2026 Focus Partners Wealth477,310$15.66M0.0%-0.1%0.319%
2/16/2026 Arax Advisory Partners13,393$439K0.0%N/A0.009%
2/16/2026 Atlas Capital Advisors Inc.954$31K0.0%N/A0.001%
2/16/2026 Aptus Capital Advisors LLC79,895$2.62M0.0%+6.3%0.053%
2/13/2026 Plum Street Advisors LLC696,130$22.83M8.1%+2.1%0.465%
2/13/2026 Visionary Wealth Advisors31,593$1.04M0.0%+14.8%0.021%
2/13/2026 Stifel Financial Corp33,316$1.09M0.0%+15.6%0.022%
2/13/2026 Avant Capital LLC31,055$1.02M0.7%+5.9%0.021%
2/13/2026 Integrated Wealth Concepts LLC6,408$210K0.0%-24.7%0.004%
2/13/2026 Charles Schwab Investment Management Inc.3,477,532$114.06M0.0%+119.0%2.325%
2/12/2026 Financial Engines Advisors L.L.C.43,678,983$1.43B2.7%-2.1%29.197%
2/12/2026 Commonwealth Equity Services LLC25,476$836K0.0%-15.6%0.017%
2/12/2026 Renaissance Technologies LLC50,800$1.67M0.0%-54.5%0.034%
2/12/2026 FreeGulliver LLC77,041$2.53M0.9%N/A0.051%
2/12/2026 Wescott Financial Advisory Group LLC90,623$2.97M0.3%N/A0.061%
2/11/2026 Premier Private Wealth Management LLC12,543$420K0.4%N/A0.008%
2/11/2026 Cornerstone Advisors Asset Management LLC194,308$6.37M1.0%+130.3%0.130%
2/11/2026 Focus Partners Advisor Solutions LLC11,805$387K0.0%N/A0.008%
2/11/2026 Waddell & Associates LLC2,071,165$67.93M4.6%+1.0%1.384%
2/11/2026 Cerity Partners LLC118,305$3.88M0.0%+4.0%0.079%
2/11/2026 LPL Financial LLC236,115$7.75M0.0%+12.2%0.158%
2/11/2026 SouthState Bank Corp6,320$207K0.0%-27.8%0.004%
2/10/2026 Lido Advisors LLC108,648$3.49M0.0%+3.9%0.073%
2/10/2026 Opulen Financial Group LLC31,160$1.02M0.7%+2.5%0.021%
2/10/2026Principia Wealth Advisory LLC108,220$3.55M0.9%N/A0.072%
2/10/2026 Northwestern Mutual Wealth Management Co.41,189$1.35M0.0%-5.8%0.028%
2/9/2026 Key Financial Inc1,179$39K0.0%-46.3%0.001%
2/9/2026 Blue Bell Private Wealth Management LLC12,388$406K0.1%-8.6%0.008%
2/9/2026 HBK Sorce Advisory LLC124,797$4.15M0.1%-1.4%0.083%
2/6/2026 Axxcess Wealth Management LLC8,908$292K0.0%N/A0.006%
2/6/2026 Signature Estate & Investment Advisors LLC205,569$6.74M0.1%-1.2%0.137%
2/6/2026Global Retirement Partners LLC3,277$107K0.0%+163,750.0%0.002%
2/6/2026 Fortis Group Advisors LLC7,016$233K0.0%N/A0.005%
2/6/2026 IFP Advisors Inc3,891$128K0.0%+10.9%0.003%
2/6/2026 HighTower Advisors LLC30,272$993K0.0%+4.5%0.020%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)

We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.tc pixel

👉 Unlock the ticker now and get it completely free.
2/5/2026 Allworth Financial LP17,840$585K0.0%-20.1%0.012%
2/4/2026 Atlantic Union Bankshares Corp1,551$51K0.0%-45.6%0.001%
2/3/2026 Costello Asset Management INC817$27K0.0%-48.0%0.001%
2/3/2026 RFG Advisory LLC45,917$1.51M0.0%-26.0%0.031%
2/3/2026 Garner Asset Management Corp1,341$44K0.0%N/A0.001%
2/2/2026 Fulcrum Wealth Advisors LLC10,862$356K0.3%N/A0.007%
2/2/2026 Blake Schutter Theil Wealth Advisors LLC250,139$8.21M6.7%-7.5%0.167%
1/30/2026 Richardson Capital Management LLC45,885$1.51M0.8%-37.0%0.031%
1/30/2026 Arlington Trust Co LLC1,100$36K0.0%-64.5%0.001%
1/28/2026 Kingswood Wealth Advisors LLC10,018$329K0.0%+5.9%0.007%


SCHK Institutional Ownership - Frequently Asked Questions

During the previous two years, 228 institutional investors and hedge funds held shares of Schwab 1000 Index ETF. The most heavily invested institutionals were Financial Engines Advisors L.L.C. ($1.43B), Legacy Wealth Management Inc ($200.66M), Warwick Investment Management Inc. ($114.88M), Charles Schwab Investment Management Inc. ($114.06M), Creative Planning ($100.63M), Armstrong Advisory Group Inc. ($82.88M), and Waddell & Associates LLC ($67.93M).Learn more on Schwab 1000 Index ETF's institutional investors.

Of the 222 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. ($19.12M), Legacy Wealth Management Inc ($3.38M), Warwick Investment Management Inc. ($2.29M), Creative Planning ($2.29M), Charles Schwab Investment Management Inc. ($1.89M), Armstrong Advisory Group Inc. ($1.46M), and Waddell & Associates LLC ($1.13M).

Institutional investors have bought a total of 6,996,373 shares in the last 24 months. This purchase volume represents approximately $219.42M in transactions.

Of the 64 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. ($2.93M), Legacy Wealth Management Inc ($775.96K), Warwick Investment Management Inc. ($588.39K), Armstrong Advisory Group Inc. ($203.45K), Blake Schutter Theil Wealth Advisors LLC ($167.04K), Lido Advisors LLC ($65.85K), and Prime Capital Investment Advisors LLC ($62.90K).

Institutional investors have sold a total of 5,215,905 shares in the last 24 months. This volume of shares sold represents approximately $166.94M in transactions.


Related Companies

This page (NYSEARCA:SCHK) was last updated on 5/25/2026 by MarketBeat.com Staff.
From Our Partners
SpaceX eyes a 1.75 trillion valuation - here's what to know
Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a...
Brownstone Research | Sponsoredtc pixel
$30 stock to buy before Starlink goes public (WATCH NOW!)
In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s kno...
Paradigm Press | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
SpaceX IPO hides a much bigger story
The SpaceX IPO could be the biggest in history at $1.75 trillion - but the real story isn't the IPO itself. ...
Weiss Ratings | Sponsoredtc pixel
SpaceX will mint billionaires. You won't be one of them.
By the time a company goes public, 95% of profits have already been made. Insiders bought SpaceX at $20 billio...
Behind the Markets | Sponsoredtc pixel
Satellite Images Spot Potential $10 Trillion Discovery
'Dark Energy': Elon Musk's Next Potential $10 Trillion Move A highly secure site in West Texas now houses a...
Altimetry | Sponsoredtc pixel
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel