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Schwab 1000 Index ETF (SCHK) Institutional Ownership

Schwab 1000 Index ETF logo
$36.94 -0.38 (-1.02%)
Closing price 04:10 PM Eastern
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$36.94 +0.01 (+0.01%)
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Institutional Ownership Changes (13F Filings) for Schwab 1000 Index ETF (NYSEARCA:SCHK)

Number of
Institutional Buyers
(last 12 months)
118
Total
Institutional Inflows
(last 12 months)
$231.00M
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$155.67M
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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
9/23/2026 Envestnet Asset Management Inc.8,522$307K0.0%-31.2%0.005%
9/9/2026 Sequoia 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%
9/9/2026 NorthRock 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%
9/8/2026 Waverly Advisors LLC14,451$521K0.0%-5.8%0.009%
9/4/2026 Parkside Financial Bank & Trust4,984$180K0.0%N/A0.003%
8/27/2026 Corient 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%
8/23/2026 Guardian Wealth Advisors LLC NC77,113$2.78M0.2%+0.7%0.049%
8/23/2026 Operose Advisors LLC20,553$741K0.1%N/A0.013%
8/22/2026 Cornerstone Advisors Asset Management LLC258,451$9.32M1.2%+0.1%0.163%
8/20/2026 Avant 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%
8/20/2026 Proficio 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%
8/20/2026 Headlands 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%
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%
5/19/2026 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%
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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%
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%
2/18/2026 Main 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%
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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%


SCHK Institutional Ownership - Frequently Asked Questions

During the previous two years, 238 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 ($210.89M), Legacy Wealth Management Inc ($200.66M), Warwick Investment Management Inc. ($114.88M), Charles Schwab Investment Management Inc. ($114.06M), Creative Planning ($100.63M), and Armstrong Advisory Group Inc. ($82.88M).Learn more on Schwab 1000 Index ETF's institutional investors.

Of the 230 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 ($1.13M).

Institutional investors have bought a total of 6,796,160 shares in the last 24 months. This purchase volume represents approximately $231.00M in transactions.

Of the 61 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), Warwick Investment Management Inc. ($588.39K), Legacy Wealth Management Inc ($532.76K), Legacy Wealth Management LLC ($152.23K), Blake Schutter Theil Wealth Advisors LLC ($140.44K), Lido Advisors LLC ($65.85K), and Renaissance Technologies LLC ($60.80K).

Institutional investors have sold a total of 4,794,815 shares in the last 24 months. This volume of shares sold represents approximately $155.53M 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 9/23/2026. New 13F filings are added each quarter as they're published.
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