Schwab 1000 Index ETF (SCHK) Institutional Ownership

$35.78 0.00 (0.00%)

As of 06/12/2026 04:10 PM Eastern

Number of Institutional Buyers (last 12 months): 128
Total Institutional Inflows (last 12 months): $220.38M

Number of Institutional Sellers (last 12 months): 64
Total Institutional Outflows (last 12 months): $166.94M

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SCHK Institutional Buying and Selling by Quarter

Schwab 1000 Index ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
6/10/2026	Curry Webb Wealth Management LLC	43,999	$1.38M	0.7%	N/A	0.029%
5/19/2026	Bank of America Corp DE	173,740	$5.44M	0.0%	-2.5%	0.114%
5/16/2026	Quantinno Capital Management LP	24,092	$755K	0.0%	+21.4%	0.016%
5/15/2026	FreeGulliver LLC	146,686	$4.60M	1.9%	+90.4%	0.096%
5/15/2026	Waverly Advisors LLC	15,341	$481K	0.0%	-7.5%	0.010%
5/14/2026	Alamar Capital Management LLC	16,090	$504K	0.3%	N/A	0.011%
5/14/2026	Lido Advisors LLC	42,798	$1.34M	0.0%	-60.6%	0.028%
5/13/2026	Cetera Investment Advisers	78,284	$2.45M	0.0%	+1.9%	0.051%
5/8/2026	PNC Financial Services Group Inc.	11,896	$373K	0.0%	+1,575.5%	0.008%
5/7/2026	Cornerstone Advisors Asset Management LLC	258,167	$8.09M	1.2%	+32.9%	0.169%
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5/7/2026	Parallel Advisors LLC	4,030	$126K	0.0%	+1,028.9%	0.003%
5/6/2026	Cornerstone Planning Group LLC	4,665	$146K	0.0%	N/A	0.003%
5/6/2026	Angeles Wealth Management LLC	2,000	$63K	0.0%	N/A	0.001%
5/5/2026	SouthState Bank Corp	5,718	$179K	0.0%	-9.5%	0.004%
5/5/2026	Sanctuary Advisors LLC	30,659	$961K	0.0%	+1.7%	0.020%
5/4/2026	Blake Schutter Theil Wealth Advisors LLC	190,089	$5.96M	4.9%	-24.0%	0.125%
5/4/2026	Empirical Financial Services LLC d.b.a. Empirical Wealth Management	43,293	$1.36M	0.0%	+533.6%	0.028%
5/4/2026	Archer Investment Corp	837	$26K	0.0%	N/A	0.001%
5/4/2026	Chicago Partners Investment Group LLC	16,312	$559K	0.0%	+8.2%	0.011%
5/1/2026	Kaizen Financial Strategies	22,338	$755K	0.3%	+6.4%	0.015%
5/1/2026	Fifth Third Bancorp	19,122	$599K	0.0%	N/A	0.013%
5/1/2026	Van Cleef Asset Management Inc	9,046	$283K	0.0%	N/A	0.006%
5/1/2026	Sequoia Financial Advisors LLC	10,277	$322K	0.0%	+24.9%	0.007%
4/29/2026	Kiley Juergens Wealth Management LLC	9,082	$285K	0.1%	N/A	0.006%
4/27/2026	Lafayette Investments Inc.	19,461	$610K	0.1%	N/A	0.013%
4/27/2026	Sound Income Strategies LLC	2,009	$63K	0.0%	+53.8%	0.001%
4/24/2026	Lighthouse Wealth Management Inc.	391,661	$12.27M	8.3%	+4.3%	0.257%
4/22/2026	Cambient Family Office LLC	23,966	$751K	0.1%	+1.5%	0.016%
4/20/2026	RFG Advisory LLC	8,731	$274K	0.0%	-81.0%	0.006%
4/16/2026	Orser Capital Management LLC	81,817	$2.56M	1.8%	-1.7%	0.054%
3/9/2026	Corient Private Wealth LLC	17,460	$573K	0.0%	+39.6%	0.012%
2/26/2026	TD Capital Management LLC	4,007	$131K	0.0%	-18.9%	0.003%
2/20/2026	Catalyst Investment Management LLC	36,521	$1.20M	1.1%	N/A	0.024%
2/20/2026	Cambient Family Office LLC	23,620	$775K	0.1%	N/A	0.016%
2/19/2026	Professional Financial Solutions LLC ADV	9,287	$305K	0.3%	N/A	0.006%
2/19/2026	Axxcess Wealth Management LLC	8,908	$292K	0.0%	N/A	0.006%
2/19/2026	Corient Private Wealth LLC	17,460	$573K	0.0%	+39.6%	0.012%
2/18/2026	Strive Financial Group LLC	2,150	$71K	0.0%	N/A	0.001%
2/18/2026	Mercer Global Advisors Inc. ADV	12,411	$407K	0.0%	-16.7%	0.008%
2/18/2026	Beacon Pointe Advisors LLC	15,273	$501K	0.0%	-23.7%	0.010%
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2/18/2026	EP Wealth Advisors LLC	6,440	$211K	0.0%	N/A	0.004%
2/18/2026	NewEdge Advisors LLC	1,690	$55K	0.0%	-42.6%	0.001%
2/18/2026	Crusonia Wealth Advisors LLC	78,464	$2.57M	0.6%	N/A	0.052%
2/18/2026	Tudor Investment Corp ET AL	6,735	$221K	0.0%	N/A	0.005%
2/18/2026	Millennium Management LLC	15,608	$512K	0.0%	N/A	0.010%
2/18/2026	Main Street Financial Solutions LLC	413,934	$13.58M	1.0%	+0.6%	0.277%
2/18/2026	Engineers Gate Manager LP	25,466	$835K	0.0%	N/A	0.017%
2/17/2026	AQR Capital Management LLC	14,909	$489K	0.0%	N/A	0.010%
2/17/2026	Cetera Investment Advisers	76,825	$2.52M	0.0%	+3.8%	0.051%
2/17/2026	Equitable Holdings Inc.	20,876	$685K	0.0%	-3.2%	0.014%
2/17/2026	Osaic Holdings Inc.	21,978	$721K	0.0%	+11.5%	0.015%
2/17/2026	Guardian Wealth Advisors LLC NC	79,895	$2.62M	0.2%	+6.3%	0.053%
2/17/2026	Captrust Financial Advisors	78,753	$2.58M	0.0%	+1.6%	0.053%
2/17/2026	Royal Bank of Canada	11,318	$371K	0.0%	+12.5%	0.008%
2/16/2026	MML Investors Services LLC	70,100	$2.30M	0.0%	-0.9%	0.047%
2/16/2026	Mariner LLC	313,584	$10.29M	0.0%	-0.3%	0.210%
2/16/2026	Focus Partners Wealth	477,310	$15.66M	0.0%	-0.1%	0.319%
2/16/2026	Arax Advisory Partners	13,393	$439K	0.0%	N/A	0.009%
2/16/2026	Atlas Capital Advisors Inc.	954	$31K	0.0%	N/A	0.001%
2/16/2026	Aptus Capital Advisors LLC	79,895	$2.62M	0.0%	+6.3%	0.053%
2/13/2026	Plum Street Advisors LLC	696,130	$22.83M	8.1%	+2.1%	0.465%
2/13/2026	Visionary Wealth Advisors	31,593	$1.04M	0.0%	+14.8%	0.021%
2/13/2026	Stifel Financial Corp	33,316	$1.09M	0.0%	+15.6%	0.022%
2/13/2026	Avant Capital LLC	31,055	$1.02M	0.7%	+5.9%	0.021%
2/13/2026	Integrated Wealth Concepts LLC	6,408	$210K	0.0%	-24.7%	0.004%
2/13/2026	Charles Schwab Investment Management Inc.	3,477,532	$114.06M	0.0%	+119.0%	2.325%
2/12/2026	Financial Engines Advisors L.L.C.	43,678,983	$1.43B	2.7%	-2.1%	29.197%
2/12/2026	Commonwealth Equity Services LLC	25,476	$836K	0.0%	-15.6%	0.017%
2/12/2026	Renaissance Technologies LLC	50,800	$1.67M	0.0%	-54.5%	0.034%
2/12/2026	FreeGulliver LLC	77,041	$2.53M	0.9%	N/A	0.051%
2/12/2026	Wescott Financial Advisory Group LLC	90,623	$2.97M	0.3%	N/A	0.061%
2/11/2026	Premier Private Wealth Management LLC	12,543	$420K	0.4%	N/A	0.008%
2/11/2026	Cornerstone Advisors Asset Management LLC	194,308	$6.37M	1.0%	+130.3%	0.130%
2/11/2026	Focus Partners Advisor Solutions LLC	11,805	$387K	0.0%	N/A	0.008%
2/11/2026	Waddell & Associates LLC	2,071,165	$67.93M	4.6%	+1.0%	1.384%
2/11/2026	Cerity Partners LLC	118,305	$3.88M	0.0%	+4.0%	0.079%
2/11/2026	LPL Financial LLC	236,115	$7.75M	0.0%	+12.2%	0.158%
2/11/2026	SouthState Bank Corp	6,320	$207K	0.0%	-27.8%	0.004%
2/10/2026	Lido Advisors LLC	108,648	$3.49M	0.0%	+3.9%	0.073%
2/10/2026	Opulen Financial Group LLC	31,160	$1.02M	0.7%	+2.5%	0.021%
2/10/2026	Principia Wealth Advisory LLC	108,220	$3.55M	0.9%	N/A	0.072%
2/10/2026	Northwestern Mutual Wealth Management Co.	41,189	$1.35M	0.0%	-5.8%	0.028%
2/9/2026	Key Financial Inc	1,179	$39K	0.0%	-46.3%	0.001%
2/9/2026	Blue Bell Private Wealth Management LLC	12,388	$406K	0.1%	-8.6%	0.008%
2/9/2026	HBK Sorce Advisory LLC	124,797	$4.15M	0.1%	-1.4%	0.083%
2/6/2026	Axxcess Wealth Management LLC	8,908	$292K	0.0%	N/A	0.006%
2/6/2026	Signature Estate & Investment Advisors LLC	205,569	$6.74M	0.1%	-1.2%	0.137%
2/6/2026	Global Retirement Partners LLC	3,277	$107K	0.0%	+163,750.0%	0.002%
2/6/2026	Fortis Group Advisors LLC	7,016	$233K	0.0%	N/A	0.005%
2/6/2026	IFP Advisors Inc	3,891	$128K	0.0%	+10.9%	0.003%
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2/6/2026	HighTower Advisors LLC	30,272	$993K	0.0%	+4.5%	0.020%
2/5/2026	Allworth Financial LP	17,840	$585K	0.0%	-20.1%	0.012%
2/4/2026	Atlantic Union Bankshares Corp	1,551	$51K	0.0%	-45.6%	0.001%
2/3/2026	Costello Asset Management INC	817	$27K	0.0%	-48.0%	0.001%
2/3/2026	RFG Advisory LLC	45,917	$1.51M	0.0%	-26.0%	0.031%
2/3/2026	Garner Asset Management Corp	1,341	$44K	0.0%	N/A	0.001%
2/2/2026	Fulcrum Wealth Advisors LLC	10,862	$356K	0.3%	N/A	0.007%
2/2/2026	Blake Schutter Theil Wealth Advisors LLC	250,139	$8.21M	6.7%	-7.5%	0.167%
1/30/2026	Richardson Capital Management LLC	45,885	$1.51M	0.8%	-37.0%	0.031%
1/30/2026	Arlington Trust Co LLC	1,100	$36K	0.0%	-64.5%	0.001%

SCHK Institutional Ownership - Frequently Asked Questions

During the previous two years, 229 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 223 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 7,024,856 shares in the last 24 months. This purchase volume represents approximately $220.38M 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.

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This page (NYSEARCA:SCHK) was last updated on 6/15/2026 by MarketBeat.com Staff.

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Schwab 1000 Index ETF (SCHK) Institutional Ownership

SCHK Institutional Buying and Selling by Quarter

Schwab 1000 Index ETF Major Shareholders & Ownership History

SCHK Institutional Ownership - Frequently Asked Questions

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Schwab 1000 Index ETF (SCHK) Institutional Ownership

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

SCHK Institutional Buying and Selling by Quarter

Schwab 1000 Index ETF Major Shareholders & Ownership History

SCHK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHK shares?

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

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

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

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

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