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Schwab 1000 Index ETF (SCHK) Institutional Ownership

Schwab 1000 Index ETF logo
$29.21 +0.27 (+0.93%)
As of 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)
75
Total
Institutional Inflows
(last 12 months)
$187.57M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$129.49M
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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
1/21/2025Legacy Wealth Management Inc6,970,674$197.34M12.7%+94.0%10.251%
1/21/2025Pflug Koory LLC4,836$137K0.1%+100.0%0.007%
1/17/2025 Red Door Wealth Management LLC19,194$543K0.1%+100.0%0.028%
1/17/2025 SMI Advisory Services LLC20,047$564K0.1%+95.5%0.029%
1/17/2025 Bartlett & CO. Wealth Management LLC3,255$92K0.0%+100.6%0.005%
1/17/2025 MCF Advisors LLC8,000$226K0.0%+100.0%0.012%
1/16/2025 Breakwater Investment Management1,174$33K0.0%+100.0%0.002%
1/16/2025 Ironwood Financial llc8,377$237K0.0%N/A0.012%
1/16/2025 Donor Advised Charitable Giving Inc.120,288$3.41M0.1%+100.0%0.177%
1/16/2025 Evanson Asset Management LLC31,564$894K0.1%+101.1%0.046%
1/15/2025 HB Wealth Management LLC14,010$397K0.0%+100.0%0.021%
1/15/2025 Verity & Verity LLC13,496$382K0.0%+94.2%0.020%
1/15/2025 Omega Financial Group LLC8,809$249K0.1%+60.1%0.013%
1/14/2025 Armstrong Advisory Group Inc.2,633,266$74.55M6.0%+107.3%3.872%
1/14/2025 ARS Wealth Advisors Group LLC9,949$282K0.0%+89.9%0.015%
1/14/2025 Fiduciary Financial Group LLC14,200$399K0.1%N/A0.021%
1/14/2025 Sherrill & Hutchins Financial Advisory Inc36,684$1.04M0.9%+95.1%0.054%
1/13/2025 Miracle Mile Advisors LLC8,153$231K0.0%+100.7%0.012%
1/13/2025 Thomasville National Bank7,100$201K0.0%+95.1%0.010%
1/13/2025 Parkside Advisors LLC120,127$3.40M0.8%+100.0%0.177%
1/8/2025 Collective Family Office LLC32,624$924K0.3%+100.0%0.048%
1/3/2025 GAMMA Investing LLC18,364$520K0.0%+100.0%0.027%
12/26/2024JPMorgan Chase & Co.5,692$315K0.0%+7.5%0.008%
11/19/2024Invst LLC3,767$208K0.0%N/A0.006%
11/15/2024MML Investors Services LLC36,454$2.02M0.0%-3.3%0.054%
11/15/2024HighTower Advisors LLC5,614$311K0.0%+36.9%0.008%
11/14/2024Captrust Financial Advisors35,887$1.98M0.0%-2.0%0.053%
11/13/2024FMR LLC37,563$2.08M0.0%+54.7%0.055%
11/12/2024Waddell & Associates LLC962,726$53.23M6.5%+1.4%1.416%
11/12/2024Meridian Wealth Management LLC5,215$288K0.0%N/A0.008%
11/12/2024Charles Schwab Investment Management Inc.5,130$284K0.0%N/A0.008%
11/7/2024MAI Capital Management55,390$3.06M0.0%-1.2%0.081%
11/6/2024Cassady Schiller Wealth Management LLC64,398$3.56M1.3%+2.2%0.095%
11/6/2024Accredited Investors Inc.4,361$241K0.0%N/A0.006%
11/6/2024Main Street Financial Solutions LLC145,742$8.06M0.7%+5.8%0.214%
11/5/2024Aptus Capital Advisors LLC36,891$2.04M0.0%-1.4%0.054%
11/5/2024Prime Capital Investment Advisors LLC11,349$628K0.0%-8.0%0.017%
11/1/2024Leavell Investment Management Inc.6,970$385K0.0%-29.1%0.010%
10/31/2024Blake Schutter Theil Wealth Advisors LLC310,617$17.17M12.3%N/A0.457%
10/31/2024Spinnaker Trust3,622$200K0.0%N/A0.005%
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10/29/2024Chicago Partners Investment Group LLC15,041$832K0.0%+99.9%0.022%
10/28/2024US Bancorp DE63,175$3.49M0.0%-4.1%0.093%
10/25/2024Legacy Wealth Management Inc3,592,809$198.65M12.9%-1.5%5.284%
10/24/2024Manchester Financial Inc.3,725$206K0.0%N/A0.005%
10/24/2024 Wealth Enhancement Advisory Services LLC9,562$529K0.0%+6.8%0.014%
10/23/2024YHB Investment Advisors Inc.4,919$272K0.0%N/A0.007%
10/22/2024 International Assets Investment Management LLC107,622$5.95M0.0%+19,941.3%0.158%
10/19/2024OLD National Bancorp IN11,532$638K0.0%N/A0.017%
10/11/2024Creative Planning51,423$2.84M0.0%+5.5%0.076%
10/11/2024 Thomasville National Bank3,640$201K0.0%-13.7%0.005%
10/11/2024 Armstrong Advisory Group Inc.1,270,066$70.22M5.8%+0.1%1.868%
10/8/2024 Omega Financial Group LLC5,503$304K0.1%-18.8%0.008%
10/8/2024Mather Group LLC.745$41K0.0%-76.6%0.001%
10/7/2024 SMI Advisory Services LLC10,252$566K0.1%-3.1%0.015%
10/7/2024 Miracle Mile Advisors LLC4,063$225K0.0%N/A0.006%
10/5/2024 Collective Family Office LLC16,312$902K0.2%-28.1%0.024%
8/22/2024Cetera Investment Advisers29,119$1.52M0.0%+1.4%0.043%
8/16/2024Northwestern Mutual Wealth Management Co.23,890$1.25M0.0%+5.5%0.035%
8/16/2024Silver Lake Advisory LLC21,986$1.15M0.2%N/A0.032%
8/16/2024Creative Planning48,746$2.55M0.0%+14.8%0.072%
8/12/2024True Vision MN LLC4,000$210K0.1%N/A0.006%
8/9/2024Renaissance Technologies LLC34,500$1.81M0.0%-45.2%0.051%
8/9/2024One Capital Management LLC23,961$1.25M0.0%N/A0.035%
8/8/2024Main Street Financial Solutions LLC137,709$7.21M0.7%+22.6%0.203%
8/8/2024Johnson Investment Counsel Inc.12,141$635K0.0%+6.8%0.018%
8/6/2024Waddell & Associates LLC949,525$49.69M6.5%0.0%1.396%
8/6/2024Strategic Financial Concepts LLC43,537$2.28M0.0%N/A0.064%
8/1/2024 Ritholtz Wealth Management3,856$202K0.0%N/A0.006%
7/31/2024Aptus Capital Advisors LLC37,403$1.96M0.0%+9.4%0.055%
7/31/2024Commonwealth Equity Services LLC22,600$1.18M0.0%+97.5%0.033%
7/31/2024Rothschild Investment LLC2,440$128K0.0%N/A0.004%
7/30/2024 International Assets Investment Management LLC537$28K0.0%N/A0.001%
7/26/2024Richardson Capital Management LLC31,123$1.63M1.3%-1.0%0.046%
7/26/2024Signature Estate & Investment Advisors LLC99,563$5.21M0.1%N/A0.146%
7/24/2024McAdam LLC9,548$500K0.0%-2.0%0.014%
7/22/2024Focus Financial Network Inc.6,631$356K0.0%+22.0%0.010%
7/19/2024 ARS Wealth Advisors Group LLC4,610$241K0.0%N/A0.007%
7/18/2024Silver Lake Advisory LLC21,986$1.15M0.2%N/A0.032%
7/16/2024 Wealth Enhancement Advisory Services LLC8,951$468K0.0%+3.4%0.013%
7/16/2024 Alpha Cubed Investments LLC6,661$349K0.0%N/A0.010%
7/13/2024 Evanson Asset Management LLC15,688$821K0.1%+4.3%0.023%
7/12/2024Legacy Wealth Management Inc3,646,598$190.83M13.8%-1.0%5.363%
7/12/2024Hexagon Capital Partners LLC1,413$74K0.0%+95.4%0.002%
7/11/2024Kohmann Bosshard Financial Services LLC30,503$1.60M0.2%+0.6%0.045%
7/9/2024Kingswood Wealth Advisors LLC14,018$734K0.1%N/A0.021%
7/9/2024Mather Group LLC.3,178$161K0.0%N/A0.005%
7/5/2024 Collective Family Office LLC22,692$1.19M0.3%-4.8%0.033%
7/2/2024 GAMMA Investing LLC9,182$480K0.1%N/A0.014%
5/24/2024Cetera Advisors LLC28,725$1.46M0.0%+115.4%0.042%
5/17/2024Comerica Bank4,053$205K0.0%+13.7%0.006%
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5/14/2024Axxcess Wealth Management LLC5,138$260K0.0%-28.1%0.008%
5/9/2024 Koshinski Asset Management Inc.4,774$242K0.0%N/A0.007%
5/8/2024US Bancorp DE67,780$3.43M0.0%+0.5%0.100%
5/7/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management4,844$245K0.0%-14.7%0.007%
4/30/2024Commonwealth Equity Services LLC11,443$580K0.0%-6.8%0.017%
4/18/2024Woodmont 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%
4/17/2024Richardson 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%
(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, 118 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 ($197.34M), Armstrong Advisory Group Inc. ($74.55M), Waddell & Associates LLC ($53.23M), Warwick Investment Management Inc. ($38.11M), Blake Schutter Theil Wealth Advisors LLC ($17.17M), and Main Street Financial Solutions LLC ($8.06M).Learn more on SCHK's institutional investors.

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

Of the 103 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 ($3.71M), Armstrong Advisory Group Inc. ($2.61M), Financial Engines Advisors L.L.C. ($1.48M), Warwick Investment Management Inc. ($827.36K), Blake Schutter Theil Wealth Advisors LLC ($310.62K), International Assets Investment Management LLC ($156.02K), and Signature Estate & Investment Advisors LLC ($99.56K).

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

Institutional investors have bought a total of 10,400,284 shares in the last 24 months. This purchase volume represents approximately $259.75M in transactions.

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

Of the 48 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 ($5.09M), HBK Sorce Advisory LLC ($75.56K), Red Door Wealth Management LLC ($67.24K), Kaizen Financial Strategies ($56.45K), Prime Capital Investment Advisors LLC ($42.92K), Renaissance Technologies LLC ($28.50K), and U.S. Capital Wealth Advisors LLC ($27.57K).

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

Institutional investors have sold a total of 5,551,357 shares in the last 24 months. This volume of shares sold represents approximately $138.66M in transactions.


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This page (NYSEARCA:SCHK) was last updated on 1/21/2025 by MarketBeat.com Staff
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