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Schwab 1000 Index ETF (SCHK) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$121.90M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$268.25M
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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
4/18/2024 Woodmont Investment Counsel LLC518$26K0.0%N/A0.001%
4/18/2024 Omega Financial Group LLC6,811$345K0.1%-6.1%0.010%
4/17/2024 Red Door Wealth Management LLC9,745$494K0.1%-11.7%0.014%
4/17/2024 Richardson Capital Management LLC31,436$1.59M1.3%+1,049.4%0.046%
4/15/2024 SMI Advisory Services LLC10,455$525K0.1%-13.6%0.015%
4/13/2024 Legacy Wealth Management Inc3,683,412$186.64M13.8%-57.2%5.425%
4/10/2024 Parkside Advisors LLC60,064$3.04M0.8%-6.6%0.089%
4/10/2024 Thomasville National Bank4,220$214K0.0%-6.2%0.006%
4/9/2024 Welch Group LLC7,190$364K0.0%-11.7%0.011%
2/15/2024Guardian Wealth Advisors LLC NC26,154$1.21M0.2%+76.4%0.039%
2/14/2024Visionary Wealth Advisors15,023$692K0.1%-2.0%0.022%
2/14/2024Waddell & Associates LLC975,639$44.94M6.0%-0.6%1.446%
2/12/2024Warwick Investment Management Inc.827,358$38.11M11.2%N/A1.227%
2/12/2024Clear Investment Research LLC1,883$87K0.1%N/A0.003%
2/12/2024TD Capital Management LLC2,508$116K0.0%+30.5%0.004%
2/12/2024Focus Financial Network Inc. ADV8,342$384K0.0%N/A0.012%
2/9/2024US Bancorp DE67,463$3.11M0.0%+15.9%0.100%
2/8/2024Meridian Wealth Management LLC5,240$241K0.0%-49.8%0.008%
2/8/2024Vise Technologies Inc.8,767$404K0.1%-2.5%0.013%
2/6/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management5,681$262K0.0%-14.9%0.008%
2/6/2024Axxcess Wealth Management LLC7,150$329K0.0%-25.8%0.011%
2/5/2024 McAdam LLC9,685$446K0.0%-3.2%0.014%
2/2/2024Atria Wealth Solutions Inc.12,234$564K0.0%-3.9%0.018%
2/1/2024 MCF Advisors LLC4,000$184K0.0%N/A0.006%
1/31/2024 Red Tortoise LLC22,358$1.03M0.6%+17.4%0.033%
1/26/2024Cerity Partners LLC47,923$2.21M0.0%N/A0.071%
1/25/2024HBK Sorce Advisory LLC67,797$3.12M0.1%-0.7%0.101%
1/25/2024 International Assets Investment Management LLC24,734$1.14M0.0%+4,506.0%0.037%
1/24/2024 Stratos Wealth Advisors LLC10,134$467K0.0%+11.3%0.015%
1/24/2024Prime Capital Investment Advisors LLC8,608$396K0.0%-14.6%0.013%
1/24/2024Allworth Financial LP5,635$260K0.0%-10.9%0.008%
1/24/2024 International Assets Investment Management LLC24,734$1.14M0.0%+4,506.0%0.037%
1/23/2024 Legacy Wealth Management Inc8,613,960$396.76M31.4%+0.0%12.771%
1/23/2024TIAA Trust National Association8,413$388K0.0%N/A0.012%
1/23/2024 Private Ocean LLC796$37K0.0%+73.4%0.001%
1/18/2024Kaizen Financial Strategies10,467$482K0.4%-51.4%0.016%
1/17/2024 Sherrill & Hutchins Financial Advisory Inc18,800$866K0.8%N/A0.028%
1/17/2024 Red Door Wealth Management LLC11,032$508K0.1%-6.0%0.016%
1/17/2024 Armstrong Advisory Group Inc.1,246,826$57.43M5.6%+1.7%1.849%
1/17/2024 ZRC Wealth Management LLC3,332$153K0.1%N/A0.005%
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1/16/2024 Raymond James Financial Services Advisors Inc.8,697$401K0.0%-4.8%0.013%
1/16/2024 Raymond James & Associates9,959$459K0.0%+53.9%0.015%
1/11/2024 Thomasville National Bank4,500$207K0.0%N/A0.007%
1/11/2024 Omega Financial Group LLC7,252$334K0.1%-18.6%0.011%
1/10/2024 Sound Income Strategies LLC929$43K0.0%N/A0.001%
1/9/2024 Collective Family Office LLC23,831$1.10M0.4%-10.2%0.035%
1/8/2024 Pure Financial Advisors LLC5,547$255K0.0%N/A0.008%
11/15/2023Axxcess Wealth Management LLC9,634$398K0.0%-4.1%0.014%
11/14/2023 SMI Advisory Services LLC12,115$513K0.2%N/A0.018%
11/14/2023Tower Research Capital LLC TRC11,477$474K0.0%+38.0%0.017%
11/13/2023Mariner LLC102,875$4.25M0.0%-6.4%0.153%
11/13/2023Financial Engines Advisors L.L.C.24,787,431$1.02B2.7%+3.3%36.749%
11/13/2023Johnson Investment Counsel Inc.10,542$435K0.0%+8.1%0.016%
11/9/2023Prime Capital Investment Advisors LLC10,075$416K0.0%-79.7%0.015%
11/9/2023Crewe Advisors LLC9,853$407K0.1%+6.1%0.015%
11/8/2023Aptus Capital Advisors LLC14,830$612K0.0%+22.9%0.022%
11/8/2023Element Wealth LLC3,512$145K0.1%-16.8%0.005%
11/8/2023Atria Wealth Solutions Inc.12,726$526K0.0%+22.2%0.019%
11/7/2023Waddell & Associates LLC981,993$40.56M5.9%+0.9%1.456%
11/7/2023Acorn Wealth Advisors LLC5,223$216K0.1%N/A0.008%
11/6/2023HBK Sorce Advisory LLC68,247$2.82M0.1%-0.6%0.101%
11/4/2023Pinnacle Financial Partners Inc2,530$104K0.0%-15.7%0.004%
11/3/2023Empirical Financial Services LLC d.b.a. Empirical Wealth Management6,676$276K0.0%+11.0%0.010%
11/2/2023 Red Tortoise LLC19,047$787K0.5%+17.3%0.028%
10/31/2023Allworth Financial LP6,327$261K0.0%+4.8%0.009%
10/25/2023 Legacy Wealth Management Inc8,613,125$355.72M31.1%-0.6%12.770%
10/24/2023 Raymond James Financial Services Advisors Inc.9,140$377K0.0%-3.3%0.014%
10/24/2023 Raymond James & Associates6,470$267K0.0%+24.6%0.010%
10/23/2023Commonwealth Equity Services LLC11,274$466K0.0%+133.6%0.017%
10/20/2023U.S. Capital Wealth Advisors LLC6,809$281K0.0%-11.5%0.010%
10/19/2023 Red Door Wealth Management LLC11,734$485K0.1%+6.4%0.017%
10/19/2023 SOL Capital Management CO9,500$392K0.1%-20.1%0.014%
10/18/2023Koshinski Asset Management Inc.5,298$219K0.0%-7.7%0.008%
10/17/2023Meridian Wealth Management LLC10,440$431K0.0%+100.5%0.015%
10/17/2023 Cedar Brook Financial Partners LLC95,448$3.94M1.0%+1.3%0.142%
10/16/2023 Leavell Investment Management Inc.9,990$413K0.0%-19.7%0.015%
10/13/2023 Collective Family Office LLC26,531$1.10M0.4%+8.4%0.039%
10/12/2023IFP Advisors Inc19,629$811K0.0%-25.0%0.029%
10/11/2023Ronald Blue Trust Inc.792$34K0.0%N/A0.001%
10/11/2023 Armstrong Advisory Group Inc.1,225,565$50.62M5.5%+1.9%1.817%
10/11/2023 Omega Financial Group LLC8,911$368K0.2%-7.0%0.013%
8/14/2023Guardian Wealth Advisors LLC NC11,562$495K0.1%+35.5%0.017%
8/11/2023Financial Engines Advisors L.L.C.23,996,209$1.03B2.6%+3.0%35.576%
8/10/2023Johnson Investment Counsel Inc.9,751$417K0.0%N/A0.014%
8/10/2023US Bancorp DE61,398$2.63M0.0%+7.5%0.091%
8/10/2023Cetera Advisors LLC10,895$466K0.0%-11.5%0.016%
8/10/2023Cetera Investment Advisers14,705$629K0.0%+3.1%0.022%
8/8/2023Vise Technologies Inc.9,132$391K0.1%-23.9%0.014%
8/8/2023Kaizen Financial Strategies22,353$964K0.8%+10.1%0.033%
8/4/2023HBK Sorce Advisory LLC68,677$2.94M0.1%-52.1%0.102%
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8/4/2023U.S. Capital Wealth Advisors LLC7,698$329K0.0%-36.7%0.011%
8/4/2023IFP Advisors Inc26,176$706K0.0%+25.3%0.039%
8/3/2023Atria Wealth Solutions Inc.10,415$446K0.0%-2.3%0.015%
8/2/2023Bank of Montreal Can1,209$52K0.0%N/A0.002%
8/2/2023 McAdam LLC9,886$423K0.0%+36.8%0.015%
7/31/2023LPL Financial LLC16,825$720K0.0%+8.9%0.025%
7/28/2023Koshinski Asset Management Inc.5,738$246K0.0%-24.1%0.009%
7/28/2023 WESPAC Advisors LLC10,595$453K0.4%N/A0.016%
7/28/2023Crewe Advisors LLC9,290$398K0.1%+5.7%0.014%
7/26/2023 Red Tortoise LLC16,239$695K0.4%+288.2%0.024%
(Data available from 1/1/2016 forward)

SCHK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHK shares?

During the previous two years, 109 institutional investors and hedge funds held shares of Schwab 1000 Index ETF. The most heavily invested institutionals were Financial Engines Advisors L.L.C. ($1.02B), Legacy Wealth Management Inc ($186.64M), Armstrong Advisory Group Inc. ($57.43M), Waddell & Associates LLC ($44.94M), Warwick Investment Management Inc. ($38.11M), Colony Group LLC ($10.99M), and Mariner LLC ($4.25M).Learn more on SCHK's institutional investors.

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

Of the 90 institutional investors that purchased Schwab 1000 Index ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Legacy Wealth Management Inc ($4.56M), Financial Engines Advisors L.L.C. ($3.97M), Armstrong Advisory Group Inc. ($1.25M), Warwick Investment Management Inc. ($827.36K), Waddell & Associates LLC ($99.43K), HBK Sorce Advisory LLC ($70.79K), and Red Door Wealth Management LLC ($66.14K).

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

Institutional investors have bought a total of 11,697,408 shares in the last 24 months. This purchase volume represents approximately $454.78M in transactions.

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

Of the 51 institutional investors that sold Schwab 1000 Index ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Legacy Wealth Management Inc ($5.81M), HBK Sorce Advisory LLC ($83.34K), Red Door Wealth Management LLC ($67.24K), Kaizen Financial Strategies ($57.78K), Prime Capital Investment Advisors LLC ($42.22K), Peachtree Investment Partners LLC ($31.26K), and U.S. Capital Wealth Advisors LLC ($28.53K).

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

Institutional investors have sold a total of 6,354,181 shares in the last 24 months. This volume of shares sold represents approximately $305.44M in transactions.


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This page (NYSEARCA:SCHK) was last updated on 4/25/2024 by MarketBeat.com Staff

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