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Schwab 1000 Index ETF (SCHK) Institutional Ownership

Schwab 1000 Index ETF logo
$37.47 -0.09 (-0.24%)
As of 11:28 AM Eastern
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Institutional Ownership Changes (13F Filings) for Schwab 1000 Index ETF (NYSEARCA:SCHK)

Number of
Institutional Buyers
(last 12 months)
110
Total
Institutional Inflows
(last 12 months)
$135.59M
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$154.75M
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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
7/10/2026 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%
6/10/2026Curry 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%
5/15/2026 FreeGulliver LLC146,686$4.60M1.9%+90.4%0.096%
5/15/2026Waverly 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%
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%
5/5/2026Sanctuary 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%
4/22/2026Cambient 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%
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2/20/2026 Catalyst Investment Management LLC36,521$1.20M1.1%N/A0.024%
2/20/2026Cambient 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%
2/18/2026Beacon 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%
2/18/2026Tudor Investment Corp ET AL6,735$221K0.0%N/A0.005%
2/18/2026Millennium Management LLC15,608$512K0.0%N/A0.010%
2/18/2026 Main Street Financial Solutions LLC413,934$13.58M1.0%+0.6%0.277%
2/18/2026Engineers Gate Manager LP25,466$835K0.0%N/A0.017%
2/17/2026AQR Capital Management LLC14,909$489K0.0%N/A0.010%
2/17/2026 Cetera Investment Advisers76,825$2.52M0.0%+3.8%0.051%
2/17/2026Equitable 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%
2/16/2026 MML Investors Services LLC70,100$2.30M0.0%-0.9%0.047%
2/16/2026Mariner LLC313,584$10.29M0.0%-0.3%0.210%
2/16/2026 Focus Partners Wealth477,310$15.66M0.0%-0.1%0.319%
2/16/2026 Arax Advisory Partners13,393$439K0.0%N/A0.009%
2/16/2026Atlas Capital Advisors Inc.954$31K0.0%N/A0.001%
2/16/2026 Aptus 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%
2/13/2026 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%
2/13/2026Charles 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%
2/12/2026 Commonwealth Equity Services LLC25,476$836K0.0%-15.6%0.017%
2/12/2026Renaissance Technologies LLC50,800$1.67M0.0%-54.5%0.034%
2/12/2026 FreeGulliver LLC77,041$2.53M0.9%N/A0.051%
2/12/2026 Wescott Financial Advisory Group LLC90,623$2.97M0.3%N/A0.061%
2/11/2026Premier Private Wealth Management LLC12,543$420K0.4%N/A0.008%
2/11/2026 Cornerstone Advisors Asset Management LLC194,308$6.37M1.0%+130.3%0.130%
2/11/2026 Focus Partners Advisor Solutions LLC11,805$387K0.0%N/A0.008%
2/11/2026 Waddell & Associates LLC2,071,165$67.93M4.6%+1.0%1.384%
2/11/2026Cerity Partners LLC118,305$3.88M0.0%+4.0%0.079%
2/11/2026 LPL Financial LLC236,115$7.75M0.0%+12.2%0.158%
2/11/2026 SouthState Bank Corp6,320$207K0.0%-27.8%0.004%
2/10/2026 Lido Advisors LLC108,648$3.49M0.0%+3.9%0.073%
2/10/2026 Opulen Financial Group LLC31,160$1.02M0.7%+2.5%0.021%
2/10/2026Principia Wealth Advisory LLC108,220$3.55M0.9%N/A0.072%
2/10/2026 Northwestern Mutual Wealth Management Co.41,189$1.35M0.0%-5.8%0.028%
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2/9/2026 Key Financial Inc1,179$39K0.0%-46.3%0.001%
2/9/2026 Blue Bell Private Wealth Management LLC12,388$406K0.1%-8.6%0.008%
2/9/2026 HBK Sorce Advisory LLC124,797$4.15M0.1%-1.4%0.083%
2/6/2026 Axxcess Wealth Management LLC8,908$292K0.0%N/A0.006%
2/6/2026 Signature Estate & Investment Advisors LLC205,569$6.74M0.1%-1.2%0.137%
2/6/2026 Global Retirement Partners LLC3,277$107K0.0%+163,750.0%0.002%
2/6/2026 Fortis Group Advisors LLC7,016$233K0.0%N/A0.005%
2/6/2026 IFP Advisors Inc3,891$128K0.0%+10.9%0.003%
2/6/2026 HighTower Advisors LLC30,272$993K0.0%+4.5%0.020%
2/5/2026 Allworth Financial LP17,840$585K0.0%-20.1%0.012%


SCHK Institutional Ownership - Frequently Asked Questions

During the previous two years, 227 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 220 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 4,168,509 shares in the last 24 months. This purchase volume represents approximately $135.59M in transactions.

Of the 58 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 4,773,767 shares in the last 24 months. This volume of shares sold represents approximately $154.75M 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 7/10/2026. New 13F filings are added each quarter as they're published.
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