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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)
137
Total
Institutional Inflows
(last 12 months)
$891.33M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$129.05M
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SCHK Institutional Buying and Selling by Quarter

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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
3/17/2025 Wealth Enhancement Advisory Services LLC20,744$587K0.0%+116.9%0.015%
3/7/2025 Bannerman Wealth Management Group LLC9,683$274K0.2%N/A0.007%
2/27/2025 Brucke Financial Inc.7,938$231K0.2%N/A0.006%
2/19/2025 Blue Sky Capital Consultants Group Inc.64,799$1.83M1.1%N/A0.095%
2/18/2025 Vise Technologies Inc.16,834$477K0.0%+95.0%0.025%
2/18/2025 McIlrath & Eck LLC3,738$106K0.0%+100.0%0.005%
2/17/2025 Visionary Wealth Advisors28,965$820K0.0%+93.6%0.043%
2/17/2025 Two Sigma Investments LP438,200$12.41M0.0%N/A0.644%
2/17/2025 NorthRock Partners LLC68,530$1.94M0.1%N/A0.101%
2/17/2025 Kaizen Financial Strategies22,383$634K0.4%+75.1%0.033%
2/17/2025 Guardian Wealth Advisors LLC NC78,832$2.23M0.2%+113.7%0.116%
2/17/2025 Focus Partners Wealth502,133$14.22M0.0%+99.2%0.738%
2/17/2025 CoreCap Advisors LLC1,197$34K0.0%N/A0.002%
2/17/2025 Cetera Investment Advisers60,966$1.73M0.0%+100.0%0.090%
2/17/2025 Captrust Financial Advisors80,222$2.27M0.0%+123.5%0.118%
2/17/2025 Bank of America Corp DE205,195$5.81M0.0%+84.7%0.302%
2/17/2025 Ancora Advisors LLC22,916$649K0.0%+73.8%0.034%
2/17/2025 Aptus Capital Advisors LLC78,832$2.23M0.0%+113.7%0.116%
2/14/2025 Comerica Bank19,178$543K0.0%+120.1%0.028%
2/14/2025 Beacon Pointe Advisors LLC15,058$426K0.0%+100.2%0.022%
2/14/2025 OneDigital Investment Advisors LLC11,367$322K0.0%+93.1%0.017%
2/14/2025 MML Investors Services LLC74,260$2.10M0.0%+103.7%0.109%
2/13/2025 NewEdge Advisors LLC2,947$83K0.0%+93.9%0.004%
2/13/2025 Main Street Financial Solutions LLC303,389$8.59M0.8%+108.2%0.446%
2/13/2025 Mariner LLC242,893$6.88M0.0%+135.1%0.357%
2/13/2025 RE Dickinson Investment Advisors LLC9,180$260K0.1%+183.3%0.014%
2/13/2025 Accredited Investors Inc.8,726$247K0.0%+100.1%0.013%
2/13/2025 Bank of Hawaii12,400$351K0.0%N/A0.018%
2/13/2025 Waddell & Associates LLC1,939,058$54.90M5.6%+101.4%2.852%
2/13/2025 Raymond James Financial Inc.49,377$1.40M0.0%N/A0.073%
2/13/2025 Peachtree Investment Partners LLC10,285$291K0.1%+97.0%0.015%
2/13/2025 Renaissance Technologies LLC92,200$2.61M0.0%+299.1%0.136%
2/13/2025 Bank of Montreal Can7,034$199K0.0%+100.5%0.010%
2/13/2025 Cerity Partners LLC94,108$2.66M0.0%+100.2%0.138%
2/13/2025 Envestnet Asset Management Inc.9,610$272K0.0%N/A0.014%
2/13/2025 Wells Fargo & Company MN15,901$450K0.0%+87.0%0.023%
2/13/2025 KCM Investment Advisors LLC9,712$275K0.0%+100.0%0.014%
2/12/2025 Atlas Capital Advisors Inc.2,154$61K0.0%+66.8%0.003%
2/12/2025 D L Carlson Investment Group Inc.17,745$502K0.1%+101.2%0.026%
2/12/2025 Blair William & Co. IL5,376$152K0.0%+1,244.0%0.008%
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2/12/2025 JPMorgan Chase & Co.11,251$319K0.0%+97.7%0.017%
2/12/2025 Financial Engines Advisors L.L.C.47,716,110$1.35B2.8%+66.8%70.171%
2/11/2025 Signature Estate & Investment Advisors LLC199,152$5.64M0.1%+99.7%0.293%
2/11/2025 LPL Financial LLC102,825$2.91M0.0%+110.2%0.151%
2/11/2025 Sandy Spring Bank1,549$44K0.0%+99.9%0.002%
2/10/2025 Axxcess Wealth Management LLC7,454$211K0.0%+90.5%0.011%
2/10/2025 Cassady Schiller Wealth Management LLC136,558$3.87M1.4%+112.1%0.201%
2/10/2025 Harbour Investments Inc.1,545$44K0.0%+75.6%0.002%
2/10/2025 Corient Private Wealth LLC12,281$348K0.0%+3.9%0.018%
2/10/2025 Associated Banc Corp15,838$448K0.0%+100.0%0.023%
2/10/2025 Commonwealth Equity Services LLC46,741$1.32M0.0%+106.2%0.069%
2/10/2025 HBK Sorce Advisory LLC134,140$3.80M0.1%+98.1%0.197%
2/7/2025 Sequoia Financial Advisors LLC7,719$219K0.0%N/A0.011%
2/7/2025 Warwick Investment Management Inc.4,387,948$124.22M25.6%+109.2%6.453%
2/7/2025 HighTower Advisors LLC10,497$297K0.0%+87.0%0.015%
2/7/2025 Johnson Investment Counsel Inc.25,722$728K0.0%+114.4%0.038%
2/7/2025 Blake Schutter Theil Wealth Advisors LLC621,234$17.59M18.6%+100.0%0.914%
2/7/2025 Blue Bell Private Wealth Management LLC13,954$395K0.1%+99.4%0.021%
2/6/2025 Raymond James Financial Inc.49,377$1.40M0.0%N/A0.073%
2/6/2025 Pinion Investment Advisors LLC16,313$462K0.2%+100.6%0.024%
2/6/2025 Meridian Wealth Management LLC10,192$289K0.0%+95.4%0.015%
2/5/2025 Halbert Hargrove Global Advisors LLC3,510$99K0.0%N/A0.005%
2/5/2025 Kohmann Bosshard Financial Services LLC61,008$1.73M0.2%+100.0%0.090%
2/5/2025 US Bancorp DE123,142$3.49M0.0%+94.9%0.181%
2/5/2025 Fisher Asset Management LLC15,314$434K0.0%N/A0.023%
2/5/2025 TD Capital Management LLC4,898$139K0.0%+93.5%0.007%
2/5/2025 Bouchey Financial Group Ltd8,378$237K0.0%+100.0%0.012%
2/4/2025 Rothschild Investment LLC4,880$138K0.0%+100.0%0.007%
2/4/2025 IFP Advisors Inc3,759$106K0.0%+99.9%0.006%
2/4/2025 Capital Advisors Ltd. LLC1,600$45K0.0%+100.0%0.002%
2/4/2025 Richardson Capital Management LLC62,174$1.76M1.1%+98.8%0.091%
2/3/2025 Element Wealth LLC7,024$199K0.1%+100.0%0.010%
1/31/2025 Cornerstone Advisors Asset Management LLC73,803$2.09M0.5%+100.7%0.109%
1/31/2025 Key Financial Inc3,768$107K0.0%N/A0.006%
1/31/2025 Atria Wealth Solutions Inc.23,523$666K0.0%+100.1%0.035%
1/30/2025 Allworth Financial LP13,279$390K0.0%+130.6%0.020%
1/30/2025 Strategic Financial Concepts LLC47,253$1.34M0.0%N/A0.069%
1/30/2025 Everhart Financial Group Inc.30,568$865K0.2%+100.0%0.045%
1/30/2025 Spinnaker Trust7,244$205K0.0%+100.0%0.011%
1/30/2025 Blue Trust Inc.1,148$32K0.0%+100.0%0.002%
1/30/2025 Manchester Financial Inc.7,450$211K0.0%+100.0%0.011%
1/29/2025 Leavell Investment Management Inc.13,740$389K0.0%+97.1%0.020%
1/29/2025 True Vision MN LLC8,000$226K0.1%+100.0%0.012%
1/29/2025 Elevation Wealth Partners LLC6,664$189K0.1%+100.0%0.010%
1/28/2025 Strategic Financial Concepts LLC47,253$1.34M0.0%N/A0.069%
1/27/2025 GHP Investment Advisors Inc.972$28K0.0%+100.8%0.001%
1/27/2025 Crewe Advisors LLC20,108$569K0.1%+100.2%0.030%
1/27/2025 Vestia Personal Wealth Advisors8,225$233K0.2%+97.7%0.012%
1/27/2025 Stratos Wealth Advisors LLC18,066$511K0.0%+86.0%0.027%
1/27/2025 Mather Group LLC.1,217$34K0.0%+63.4%0.002%
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1/27/2025 Welch Group LLC14,380$409K0.0%+100.0%0.021%
1/24/2025 Red Tortoise LLC34,901$988K0.5%+55.8%0.051%
1/24/2025 Adamsbrown Wealth Consultants LLC7,095$201K0.1%N/A0.010%
1/24/2025 McAdam LLC17,883$506K0.0%+92.7%0.026%
1/24/2025 U.S. Capital Wealth Advisors LLC13,618$386K0.0%+100.0%0.020%
1/23/2025 SOL Capital Management CO19,000$538K0.1%+100.0%0.028%
1/23/2025 OLD National Bancorp IN23,064$653K0.0%+100.0%0.034%
1/22/2025 YHB Investment Advisors Inc.14,610$414K0.0%+197.0%0.021%
1/22/2025 Lighthouse Wealth Management Inc.337,288$9.55M8.7%N/A0.496%
1/22/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management10,447$296K0.0%+100.0%0.015%
(Data available from 1/1/2016 forward)

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SCHK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHK shares?

During the previous two years, 157 institutional investors and hedge funds held shares of Schwab 1000 Index ETF. The most heavily invested institutionals were Financial Engines Advisors L.L.C. ($1.35B), Legacy Wealth Management Inc ($197.34M), Warwick Investment Management Inc. ($124.22M), Armstrong Advisory Group Inc. ($74.55M), Waddell & Associates LLC ($54.90M), Blake Schutter Theil Wealth Advisors LLC ($17.59M), and Focus Partners Wealth ($14.22M).Learn more on SCHK's institutional investors.

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

Of the 152 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: Financial Engines Advisors L.L.C. ($20.60M), Legacy Wealth Management Inc ($3.71M), Warwick Investment Management Inc. ($3.12M), Armstrong Advisory Group Inc. ($2.61M), Waddell & Associates LLC ($998.22K), Blake Schutter Theil Wealth Advisors LLC ($621.23K), and Two Sigma Investments LP ($438.20K).

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

Institutional investors have bought a total of 35,804,442 shares in the last 24 months. This purchase volume represents approximately $981.37M in transactions.

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

Of the 43 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 5,520,912 shares in the last 24 months. This volume of shares sold represents approximately $138.09M in transactions.


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This page (NYSEARCA:SCHK) was last updated on 3/27/2025 by MarketBeat.com Staff
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