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Schwab 1000 Index ETF (SCHK) Institutional Ownership

Schwab 1000 Index ETF logo
$35.97 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
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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)
$219.75M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$166.95M
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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
7/2/2026 Collective Family Office LLC24,176$872K0.2%-15.4%0.015%
6/10/2026Curry 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%
5/15/2026FreeGulliver LLC146,686$4.60M1.9%+90.4%0.096%
5/15/2026Waverly Advisors LLC15,341$481K0.0%-7.5%0.010%
5/14/2026Alamar Capital Management LLC16,090$504K0.3%N/A0.011%
5/14/2026Lido Advisors LLC42,798$1.34M0.0%-60.6%0.028%
5/13/2026Cetera Investment Advisers78,284$2.45M0.0%+1.9%0.051%
5/8/2026PNC Financial Services Group Inc.11,896$373K0.0%+1,575.5%0.008%
5/7/2026Cornerstone Advisors Asset Management LLC258,167$8.09M1.2%+32.9%0.169%
5/7/2026Parallel Advisors LLC4,030$126K0.0%+1,028.9%0.003%
5/6/2026Cornerstone Planning Group LLC4,665$146K0.0%N/A0.003%
5/6/2026Angeles Wealth Management LLC2,000$63K0.0%N/A0.001%
5/5/2026SouthState Bank Corp5,718$179K0.0%-9.5%0.004%
5/5/2026Sanctuary Advisors LLC30,659$961K0.0%+1.7%0.020%
5/4/2026Blake Schutter Theil Wealth Advisors LLC190,089$5.96M4.9%-24.0%0.125%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management43,293$1.36M0.0%+533.6%0.028%
5/4/2026Archer Investment Corp837$26K0.0%N/A0.001%
5/4/2026Chicago Partners Investment Group LLC16,312$559K0.0%+8.2%0.011%
5/1/2026Kaizen Financial Strategies22,338$755K0.3%+6.4%0.015%
5/1/2026Fifth Third Bancorp19,122$599K0.0%N/A0.013%
5/1/2026Van Cleef Asset Management Inc9,046$283K0.0%N/A0.006%
5/1/2026Sequoia Financial Advisors LLC10,277$322K0.0%+24.9%0.007%
4/29/2026Kiley Juergens Wealth Management LLC9,082$285K0.1%N/A0.006%
4/27/2026Lafayette Investments Inc.19,461$610K0.1%N/A0.013%
4/27/2026Sound Income Strategies LLC2,009$63K0.0%+53.8%0.001%
4/24/2026Lighthouse Wealth Management Inc.391,661$12.27M8.3%+4.3%0.257%
4/22/2026Cambient Family Office LLC23,966$751K0.1%+1.5%0.016%
4/20/2026RFG Advisory LLC8,731$274K0.0%-81.0%0.006%
4/16/2026Orser Capital Management LLC81,817$2.56M1.8%-1.7%0.054%
3/9/2026Corient Private Wealth LLC17,460$573K0.0%+39.6%0.012%
2/26/2026TD Capital Management LLC4,007$131K0.0%-18.9%0.003%
2/20/2026Catalyst Investment Management LLC36,521$1.20M1.1%N/A0.024%
2/20/2026Cambient Family Office LLC23,620$775K0.1%N/A0.016%
2/19/2026Professional Financial Solutions LLC ADV9,287$305K0.3%N/A0.006%
2/19/2026Axxcess Wealth Management LLC8,908$292K0.0%N/A0.006%
2/19/2026Corient Private Wealth LLC17,460$573K0.0%+39.6%0.012%
2/18/2026Strive Financial Group LLC2,150$71K0.0%N/A0.001%
2/18/2026Mercer Global Advisors Inc. ADV12,411$407K0.0%-16.7%0.008%
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2/18/2026Beacon Pointe Advisors LLC15,273$501K0.0%-23.7%0.010%
2/18/2026EP Wealth Advisors LLC6,440$211K0.0%N/A0.004%
2/18/2026NewEdge Advisors LLC1,690$55K0.0%-42.6%0.001%
2/18/2026Crusonia Wealth Advisors LLC78,464$2.57M0.6%N/A0.052%
2/18/2026Tudor Investment Corp ET AL6,735$221K0.0%N/A0.005%
2/18/2026Millennium Management LLC15,608$512K0.0%N/A0.010%
2/18/2026Main Street Financial Solutions LLC413,934$13.58M1.0%+0.6%0.277%
2/18/2026Engineers Gate Manager LP25,466$835K0.0%N/A0.017%
2/17/2026AQR Capital Management LLC14,909$489K0.0%N/A0.010%
2/17/2026Cetera Investment Advisers76,825$2.52M0.0%+3.8%0.051%
2/17/2026Equitable Holdings Inc.20,876$685K0.0%-3.2%0.014%
2/17/2026Osaic Holdings Inc.21,978$721K0.0%+11.5%0.015%
2/17/2026Guardian Wealth Advisors LLC NC79,895$2.62M0.2%+6.3%0.053%
2/17/2026Captrust Financial Advisors78,753$2.58M0.0%+1.6%0.053%
2/17/2026Royal Bank of Canada11,318$371K0.0%+12.5%0.008%
2/16/2026MML Investors Services LLC70,100$2.30M0.0%-0.9%0.047%
2/16/2026Mariner LLC313,584$10.29M0.0%-0.3%0.210%
2/16/2026Focus Partners Wealth477,310$15.66M0.0%-0.1%0.319%
2/16/2026Arax Advisory Partners13,393$439K0.0%N/A0.009%
2/16/2026Atlas Capital Advisors Inc.954$31K0.0%N/A0.001%
2/16/2026Aptus Capital Advisors LLC79,895$2.62M0.0%+6.3%0.053%
2/13/2026Plum Street Advisors LLC696,130$22.83M8.1%+2.1%0.465%
2/13/2026Visionary Wealth Advisors31,593$1.04M0.0%+14.8%0.021%
2/13/2026Stifel Financial Corp33,316$1.09M0.0%+15.6%0.022%
2/13/2026Avant Capital LLC31,055$1.02M0.7%+5.9%0.021%
2/13/2026Integrated Wealth Concepts LLC6,408$210K0.0%-24.7%0.004%
2/13/2026Charles Schwab Investment Management Inc.3,477,532$114.06M0.0%+119.0%2.325%
2/12/2026Financial Engines Advisors L.L.C.43,678,983$1.43B2.7%-2.1%29.197%
2/12/2026Commonwealth Equity Services LLC25,476$836K0.0%-15.6%0.017%
2/12/2026Renaissance Technologies LLC50,800$1.67M0.0%-54.5%0.034%
2/12/2026FreeGulliver LLC77,041$2.53M0.9%N/A0.051%
2/12/2026Wescott Financial Advisory Group LLC90,623$2.97M0.3%N/A0.061%
2/11/2026Premier Private Wealth Management LLC12,543$420K0.4%N/A0.008%
2/11/2026Cornerstone Advisors Asset Management LLC194,308$6.37M1.0%+130.3%0.130%
2/11/2026Focus Partners Advisor Solutions LLC11,805$387K0.0%N/A0.008%
2/11/2026Waddell & Associates LLC2,071,165$67.93M4.6%+1.0%1.384%
2/11/2026Cerity Partners LLC118,305$3.88M0.0%+4.0%0.079%
2/11/2026LPL Financial LLC236,115$7.75M0.0%+12.2%0.158%
2/11/2026SouthState Bank Corp6,320$207K0.0%-27.8%0.004%
2/10/2026Lido Advisors LLC108,648$3.49M0.0%+3.9%0.073%
2/10/2026Opulen Financial Group LLC31,160$1.02M0.7%+2.5%0.021%
2/10/2026Principia Wealth Advisory LLC108,220$3.55M0.9%N/A0.072%
2/10/2026Northwestern Mutual Wealth Management Co.41,189$1.35M0.0%-5.8%0.028%
2/9/2026Key Financial Inc1,179$39K0.0%-46.3%0.001%
2/9/2026Blue Bell Private Wealth Management LLC12,388$406K0.1%-8.6%0.008%
2/9/2026HBK Sorce Advisory LLC124,797$4.15M0.1%-1.4%0.083%
2/6/2026Axxcess Wealth Management LLC8,908$292K0.0%N/A0.006%
2/6/2026Signature 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%
2/6/2026Fortis Group Advisors LLC7,016$233K0.0%N/A0.005%
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2/6/2026IFP Advisors Inc3,891$128K0.0%+10.9%0.003%
2/6/2026HighTower Advisors LLC30,272$993K0.0%+4.5%0.020%
2/5/2026Allworth Financial LP17,840$585K0.0%-20.1%0.012%
2/4/2026Atlantic Union Bankshares Corp1,551$51K0.0%-45.6%0.001%
2/3/2026Costello Asset Management INC817$27K0.0%-48.0%0.001%
2/3/2026RFG Advisory LLC45,917$1.51M0.0%-26.0%0.031%
2/3/2026Garner Asset Management Corp1,341$44K0.0%N/A0.001%
2/2/2026Fulcrum Wealth Advisors LLC10,862$356K0.3%N/A0.007%
2/2/2026Blake Schutter Theil Wealth Advisors LLC250,139$8.21M6.7%-7.5%0.167%
1/30/2026Richardson Capital Management LLC45,885$1.51M0.8%-37.0%0.031%


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 7,001,509 shares in the last 24 months. This purchase volume represents approximately $219.75M 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 5,215,440 shares in the last 24 months. This volume of shares sold represents approximately $166.95M in transactions.


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This page (NYSEARCA:SCHK) was last updated on 7/5/2026 by MarketBeat.com Staff.
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