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Schwab 1000 Index ETF (SCHK) Institutional Ownership

Schwab 1000 Index ETF logo
$27.50
-0.06 (-0.22%)
(As of 11/4/2024 ET)
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Institutional Ownership Changes (13F Filings) for Schwab 1000 Index ETF (NYSEARCA:SCHK)

Number of
Institutional Buyers
(last 12 months)
64
Total
Institutional Inflows
(last 12 months)
$62.87M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$130.76M
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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
11/1/2024Leavell Investment Management Inc.6,970$385K0.0%-29.1%0.010%
10/31/2024 Blake Schutter Theil Wealth Advisors LLC310,617$17.17M12.3%N/A0.457%
10/31/2024 Spinnaker Trust3,622$200K0.0%N/A0.005%
10/29/2024 Chicago Partners Investment Group LLC15,041$832K0.0%+99.9%0.022%
10/28/2024 US Bancorp DE63,175$3.49M0.0%-4.1%0.093%
10/25/2024 Legacy Wealth Management Inc3,592,809$198.65M12.9%-1.5%5.284%
10/24/2024 Manchester Financial Inc.3,725$206K0.0%N/A0.005%
10/24/2024 Wealth Enhancement Advisory Services LLC9,562$529K0.0%+6.8%0.014%
10/23/2024 YHB 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%
10/11/2024 Creative 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%
10/8/2024 Mather 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%
8/16/2024 Creative 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%
7/24/2024 McAdam LLC9,548$500K0.0%-2.0%0.014%
7/22/2024 Focus 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%
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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%
7/12/2024 Legacy Wealth Management Inc3,646,598$190.83M13.8%-1.0%5.363%
7/12/2024 Hexagon 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%
7/9/2024 Kingswood Wealth Advisors LLC14,018$734K0.1%N/A0.021%
7/9/2024 Mather 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%
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%
5/8/2024 US 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%
4/18/2024 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%
4/17/2024Richardson 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%
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%
2/9/2024 US 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%
1/24/2024Stratos Wealth Advisors LLC10,134$467K0.0%+11.3%0.015%
1/24/2024Prime Capital Investment Advisors LLC8,608$396K0.0%-14.6%0.013%
1/24/2024 Allworth 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%
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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%
1/23/2024Private 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%
1/16/2024Raymond James Financial Services Advisors Inc.8,697$401K0.0%-4.8%0.013%
1/16/2024Raymond James & Associates9,959$459K0.0%+53.9%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, 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 ($198.65M), Armstrong Advisory Group Inc. ($70.22M), Waddell & Associates LLC ($49.69M), Warwick Investment Management Inc. ($38.11M), Blake Schutter Theil Wealth Advisors LLC ($17.17M), and Colony Group LLC ($10.99M).Learn more on SCHK's institutional investors.

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

Of the 92 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. ($1.48M), Armstrong Advisory Group Inc. ($1.25M), Warwick Investment Management Inc. ($827.36K), Legacy Wealth Management Inc ($328.45K), 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 5,385,846 shares in the last 24 months. This purchase volume represents approximately $117.38M in transactions.

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

Of the 47 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 ($5.78M), HBK Sorce Advisory LLC ($83.34K), Red Door Wealth Management LLC ($67.24K), Kaizen Financial Strategies ($56.45K), Prime Capital Investment Advisors LLC ($42.22K), 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 6,261,644 shares in the last 24 months. This volume of shares sold represents approximately $151.71M in transactions.


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This page (NYSEARCA:SCHK) was last updated on 11/5/2024 by MarketBeat.com Staff
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