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Schwab 1000 Index ETF (SCHK) Institutional Ownership

Schwab 1000 Index ETF logo
$36.24 -0.14 (-0.38%)
Closing price 11/13/2026 04:10 PM Eastern
Extended Trading
$36.04 -0.20 (-0.55%)
As of 11/13/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Schwab 1000 Index ETF (NYSEARCA:SCHK)

Number of
Institutional Buyers
(last 12 months)
138
Total
Institutional Inflows
(last 12 months)
$249.70M
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$417.02M
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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
11/14/2026Marshall Wace LLP21,144$775K0.0%N/A0.014%
11/13/2026Steward Partners Investment Advisory LLC3,214$118K0.0%N/A0.002%
11/13/2026Avant Capital LLC33,858$1.24M0.6%-94.1%0.022%
11/13/2026Plum Street Advisors LLC673,935$24.71M7.6%+0.5%0.431%
11/12/2026 TIAA CREF Individual & Institutional Services LLC12,455$457K0.0%+11.1%0.008%
11/11/2026 Focus Advisor Solutions LLC113,452$4.16M0.0%N/A0.072%
11/10/2026 Composition Wealth LLC8,876$325K0.0%-98.1%0.006%
11/10/2026 TD Capital Management LLC2,896$106K0.0%N/A0.002%
11/10/2026 FreeGulliver LLC481,650$17.66M8.0%-0.3%0.308%
11/10/2026 HighTower Advisors LLC34,490$1.26M0.0%N/A0.022%
11/9/2026 Harbour Investments Inc.13,484$494K0.0%N/A0.009%
11/7/2026 Cornerstone Advisors Asset Management LLC184,454$6.76M0.7%-28.6%0.118%
11/7/2026 Diversified Trust Co35,556$1.30M0.0%N/A0.023%
11/6/2026 Russell Investments Group Ltd.3,932$144K0.0%N/A0.003%
11/5/2026 Cabot Wealth Management Inc.28,742$1.05M0.1%N/A0.018%
11/5/2026 Lido Advisors LLC39,521$1.45M0.0%-96.2%0.025%
11/4/2026 Pinion Investment Advisors LLC16,644$610K0.1%N/A0.011%
11/4/2026 AlphaCore Capital LLC3,293$121K0.0%N/A0.002%
11/4/2026 Kohmann Bosshard Financial Services LLC61,009$2.24M0.2%N/A0.039%
11/4/2026 Avion Wealth811$29K0.0%N/A0.001%
11/4/2026 Brighton Jones LLC11,435$419K0.0%N/A0.007%
11/3/2026 Parallel Advisors LLC2,750$101K0.0%N/A0.002%
11/3/2026 Calamos Advisors LLC6,163$226K0.0%N/A0.004%
11/3/2026 Alamar Capital Management LLC16,143$592K0.3%N/A0.010%
11/2/2026 Kestra Advisory Services LLC9,703$356K0.0%N/A0.006%
11/2/2026 Commonwealth Equity Services LLC9,780$359K0.0%N/A0.006%
10/31/2026 Costello Asset Management INC894$33K0.0%N/A0.001%
10/31/2026 Chicago Partners Investment Group LLC16,419$599K0.0%-96.1%0.010%
10/30/2026 Associated Banc Corp15,838$581K0.0%N/A0.010%
10/30/2026 Integrity Alliance LLC.6,779$249K0.0%N/A0.004%
10/30/2026 Blue Bell Private Wealth Management LLC12,388$454K0.1%N/A0.008%
10/29/2026 Welch Group LLC14,432$529K0.0%N/A0.009%
10/29/2026 Bell Investment Advisors Inc12,594$462K0.1%+2,336.0%0.008%
10/29/2026 Vise Technologies Inc.20,034$734K0.0%-3.2%0.013%
10/27/2026 Armor Investment Advisors LLC679$25K0.0%N/A0.000%
10/27/2026 William Mack & Associates Inc.2,478$91K0.0%N/A0.002%
10/27/2026 Pflug Koory LLC4,887$179K0.1%N/A0.003%
10/26/2026 WESPAC Advisors LLC57,786$2.12M1.1%N/A0.037%
10/24/2026 Kingswood Wealth Advisors LLC9,005$330K0.0%+7.3%0.006%
10/23/2026 Richardson Capital Management LLC39,336$1.44M0.6%-97.4%0.025%
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10/23/2026 Opulen Financial Group LLC54,724$2.01M1.2%+57.8%0.035%
10/22/2026 Legacy Wealth Management LLC5,724,705$209.87M11.1%-2.1%3.666%
10/22/2026 Curry Webb Wealth Management LLC33,788$1.24M0.5%-10.8%0.022%
10/21/2026 Ironwood Wealth Management LLC.8,547$313K0.1%-84.8%0.005%
10/20/2026 Prime Capital Investment Advisors LLC23,348$856K0.0%N/A0.015%
10/20/2026 Warwick Investment Management Inc.566,518$20.77M2.4%-84.2%0.363%
10/17/2026 IFP Advisors Inc4,488$165K0.0%+11.3%0.003%
10/16/2026 Pension & Wealth Management Advisors Inc.1,397,559$51.24M11.5%+6.8%0.894%
10/16/2026 Halbert Hargrove Global Advisors LLC3,510$129K0.0%N/A0.002%
10/16/2026 SLT Holdings LLC13,021$477K0.3%N/A0.008%
10/14/2026 Wolfstich Capital LLC75,483$2.77M1.1%-12.7%0.048%
10/14/2026 Lighthouse Wealth Management Inc.382,338$14.02M8.5%+1.1%0.245%
10/13/2026 Forvis Mazars Wealth Advisors LLC8,040$295K0.0%N/A0.005%
10/10/2026 Armstrong Advisory Group Inc.5,586,285$204.79M12.4%-14.3%3.576%
10/9/2026 Kaizen Financial Strategies24,415$895K0.4%+2.8%0.016%
10/9/2026 Cadent Capital Advisors LLC7,800$286K0.1%N/A0.005%
10/8/2026 Farther Finance Advisors LLC43,883$1.61M0.0%+57.4%0.028%
10/8/2026 CoreCap Advisors LLC1,400$51K0.0%N/A0.001%
10/8/2026 Everhart Financial Group Inc.39,341$1.44M0.1%N/A0.025%
10/7/2026 SigFig Wealth Management LLC35,740$1.31M0.0%N/A0.023%
10/6/2026 RVW Wealth LLC9,148$335K0.0%N/A0.006%
10/5/2026 Heartwood Wealth Advisors LLC19,817$726K0.1%N/A0.013%
10/5/2026 Collective Family Office LLC24,196$887K0.2%N/A0.016%
10/2/2026 Versant Capital Management Inc94,101$3.45M0.3%N/A0.060%
9/23/2026Envestnet Asset Management Inc.8,522$307K0.0%-31.2%0.005%
9/9/2026Sequoia Financial Advisors LLC8,278$299K0.0%-19.5%0.005%
9/9/2026 Gemmer Asset Management LLC41,222$1.49M0.1%+3.0%0.026%
9/9/2026NorthRock Partners LLC171,106$6.17M0.1%-2.4%0.108%
9/9/2026 RFG Advisory LLC8,407$303K0.0%-3.7%0.005%
9/9/2026 Sterling Investment Advisors Ltd.5,638$203K0.0%N/A0.004%
9/8/2026 Allworth Financial LP11,628$419K0.0%-17.0%0.007%
9/8/2026Waverly Advisors LLC14,451$521K0.0%-5.8%0.009%
9/4/2026 Parkside Financial Bank & Trust4,984$180K0.0%N/A0.003%
8/27/2026Corient Private Wealth LP28,252$1.02M0.0%-33.7%0.018%
8/26/2026 Principia Wealth Advisory LLC116,446$4.20M0.9%+1,091.9%0.073%
8/23/2026Guardian Wealth Advisors LLC NC77,113$2.78M0.2%+0.7%0.049%
8/23/2026Operose Advisors LLC20,553$741K0.1%N/A0.013%
8/22/2026 Cornerstone Advisors Asset Management LLC258,451$9.32M1.2%+0.1%0.163%
8/20/2026Avant Capital LLC574,656$20.72M13.1%+1,802.1%0.362%
8/20/2026 Cooper Haims Advisors LLC992,925$36.00M14.4%N/A0.625%
8/20/2026Proficio Capital Partners LLC8,577$309K0.0%N/A0.005%
8/20/2026 Nwam LLC261,366$9.43M0.5%N/A0.165%
8/20/2026 Covington Investment Advisors Inc.12,107$437K0.1%N/A0.008%
8/20/2026 JNBA Financial Advisors533,763$19.25M1.0%N/A0.336%
8/20/2026 Strategic Advisors LLC14,486$522K0.1%N/A0.009%
8/20/2026 Oarsman Capital Inc.40,511$1.48M0.1%N/A0.026%
8/20/2026Headlands Technologies LLC186,000$6.71M0.7%N/A0.117%
7/10/2026 JFS Wealth Advisors LLC1,911$69K0.0%+385.0%0.001%
7/10/2026 Fiduciary Financial Group LLC82,447$2.97M0.3%+100.2%0.052%
7/10/2026 SMI Advisory Services LLC18,709$679K0.1%-2.3%0.012%
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See the five stocks Weiss Ratings analysts are watching closely now.
7/9/2026 Legacy Wealth Management LLC5,848,312$210.89M11.0%-2.5%3.696%
7/8/2026 Elevation Wealth Partners LLC28,107$1.01M0.3%-7.1%0.018%
7/8/2026 Orser Capital Management LLC83,747$3.02M1.6%+2.4%0.053%
7/8/2026 Evanson Financial LLC6,278$226K0.0%N/A0.004%
7/2/2026 Collective Family Office LLC24,176$872K0.2%-15.4%0.015%
6/10/2026 Curry Webb Wealth Management LLC43,999$1.38M0.7%N/A0.029%
5/19/2026Bank of America Corp DE173,740$5.44M0.0%-2.5%0.114%
5/16/2026Quantinno Capital Management LP24,092$755K0.0%+21.4%0.016%
5/15/2026 FreeGulliver LLC146,686$4.60M1.9%+90.4%0.096%
5/15/2026Waverly Advisors LLC15,341$481K0.0%-7.5%0.010%


SCHK Institutional Ownership - Frequently Asked Questions

During the previous two years, 253 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 LLC ($209.87M), Armstrong Advisory Group Inc. ($204.79M), Legacy Wealth Management Inc ($200.66M), Charles Schwab Investment Management Inc. ($114.06M), Creative Planning ($100.63M), and Waddell & Associates LLC ($67.93M).Learn more on Schwab 1000 Index ETF's institutional investors.

Of the 245 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 ($2.28M), Charles Schwab Investment Management Inc. ($1.89M), Armstrong Advisory Group Inc. ($1.46M), and Waddell & Associates LLC ($1.12M).

Institutional investors have bought a total of 7,245,574 shares in the last 24 months. This purchase volume represents approximately $249.70M in transactions.

Of the 57 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: Warwick Investment Management Inc. ($3.02M), Financial Engines Advisors L.L.C. ($2.93M), Richardson Capital Management LLC ($1.47M), Lido Advisors LLC ($1.06M), Armstrong Advisory Group Inc. ($932.64K), Avant Capital LLC ($540.80K), and Composition Wealth LLC ($465.75K).

Institutional investors have sold a total of 11,795,802 shares in the last 24 months. This volume of shares sold represents approximately $417.02M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SCHK is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/14/2026. New 13F filings are added each quarter as they're published.
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