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Schwab 1000 Index ETF (SCHK) Institutional Ownership

Schwab 1000 Index ETF logo
$31.16 +0.50 (+1.63%)
Closing price 08/22/2025 04:10 PM Eastern
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$31.16 +0.00 (+0.02%)
As of 08/22/2025 05:03 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)
163
Total
Institutional Inflows
(last 12 months)
$1.00B
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$60.06M
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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
8/15/2025 Corient Private Wealth LLC24,858$741K0.0%+70.0%0.017%
8/15/2025 Captrust Financial Advisors78,522$2.34M0.0%-2.1%0.054%
8/15/2025 MML Investors Services LLC78,759$2.35M0.0%+4.3%0.054%
8/15/2025 Blue Capital Inc.86,230$2.57M1.8%N/A0.060%
8/15/2025 Bank of America Corp DE191,034$5.70M0.0%-0.7%0.132%
8/14/2025 Raymond James Financial Inc.48,307$1.44M0.0%+1.6%0.033%
8/14/2025 Main Street Financial Solutions LLC394,821$11.77M0.9%+16.1%0.273%
8/14/2025 Qube Research & Technologies Ltd4,305$128K0.0%+59.6%0.003%
8/14/2025 Cerity Partners LLC114,639$3.42M0.0%+23.8%0.079%
8/13/2025 Beacon Pointe Advisors LLC15,563$464K0.0%+3.3%0.011%
8/13/2025 Northwestern Mutual Wealth Management Co.43,531$1.30M0.0%-17.4%0.030%
8/13/2025 Stevens Capital Partners12,231$373K0.1%N/A0.008%
8/12/2025 AlphaCore Capital LLC3,696$110K0.0%+15.6%0.003%
8/12/2025 JPMorgan Chase & Co.17,110$510K0.0%+50.8%0.012%
8/8/2025 Cetera Investment Advisers69,793$2.08M0.0%+0.9%0.048%
8/8/2025 Creative Planning3,092,202$92.21M0.1%+262.0%2.136%
8/7/2025 Vise Technologies Inc.18,068$539K0.0%N/A0.012%
8/6/2025 AE Wealth Management LLC4,096$122K0.0%+753.3%0.003%
8/6/2025 SouthState Corp35,212$1.05M0.0%-18.9%0.024%
8/6/2025 Atlantic Union Bankshares Corp2,847$85K0.0%N/A0.002%
8/5/2025 Blue Barn Wealth LLC7,170$214K0.1%N/A0.005%
8/5/2025 Simplex Trading LLC4,140$123K0.0%N/A0.003%
8/4/2025 Spinnaker Trust7,244$216K0.0%N/A0.005%
8/4/2025 HBK Sorce Advisory LLC126,274$3.77M0.1%-5.9%0.087%
8/1/2025 Y Intercept Hong Kong Ltd27,625$824K0.0%N/A0.019%
8/1/2025 Brookwood Investment Group LLC48,138$1.44M0.2%-10.8%0.033%
8/1/2025 Envestnet Asset Management Inc.11,872$354K0.0%+41.0%0.008%
7/31/2025 Blake Schutter Theil Wealth Advisors LLC330,530$9.86M11.2%-7.4%0.228%
7/31/2025 Brighton Jones LLC13,617$406K0.0%N/A0.009%
7/31/2025 Focus Partners Advisor Solutions LLC8,807$263K0.0%N/A0.006%
7/31/2025 Blue Sky Capital Consultants Group Inc.25,739$768K0.4%-1.6%0.018%
7/29/2025 Forvis Mazars Wealth Advisors LLC7,937$237K0.0%N/A0.005%
7/29/2025 Signature Estate & Investment Advisors LLC201,803$6.02M0.1%+0.8%0.139%
7/29/2025 Stratos Wealth Advisors LLC17,175$512K0.0%-4.3%0.012%
7/25/2025 NorthRock Partners LLC66,905$2.00M0.1%-0.6%0.046%
7/25/2025 Sequoia Financial Advisors LLC8,290$247K0.0%+4.4%0.006%
7/25/2025 Johnson Investment Counsel Inc.29,623$883K0.0%-1.6%0.020%
7/24/2025 Brucke Financial Inc.9,659$288K0.2%+3.9%0.007%
7/24/2025 Pinion Investment Advisors LLC16,410$489K0.2%-49.9%0.011%
7/24/2025 Blair William & Co. IL6,124$183K0.0%-10.1%0.004%
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7/24/2025 US Bancorp DE217,159$6.48M0.0%+38.1%0.150%
7/23/2025 Richardson Capital Management LLC89,045$2.66M1.4%+43.4%0.062%
7/23/2025 Opulen Financial Group LLC30,302$904K0.7%+43.3%0.021%
7/23/2025 Prime Capital Investment Advisors LLC13,183$393K0.0%-82.7%0.009%
7/22/2025 Gemmer Asset Management LLC28,934$863K0.1%+58.6%0.020%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management9,281$277K0.0%-11.2%0.006%
7/18/2025 SigFig Wealth Management LLC26,167$776K0.0%+41.2%0.018%
7/17/2025 Legacy Wealth Management Inc6,650,328$198.31M12.3%-3.5%4.594%
7/17/2025 Sound Income Strategies LLC1,498$45K0.0%+49.2%0.001%
7/15/2025 McAdam LLC31,079$927K0.1%+140.6%0.021%
7/15/2025 RVW Wealth LLC9,436$281K0.0%N/A0.007%
7/14/2025 Armstrong Advisory Group Inc.2,436,076$72.64M5.5%-7.5%1.684%
7/14/2025 Lighthouse Wealth Management Inc.344,735$10.28M8.9%+0.3%0.238%
7/11/2025 Farther Finance Advisors LLC11,342$338K0.0%-50.2%0.008%
7/11/2025 Diversified Trust Co36,084$1.08M0.0%N/A0.025%
7/11/2025 Kingstone Capital Partners Texas LLC105,096$3.13M0.0%N/A0.073%
7/10/2025 Wealth Enhancement Advisory Services LLC134,480$4.06M0.0%+512.9%0.093%
7/9/2025 Parkside Advisors LLC116,215$3.47M0.8%-3.3%0.080%
7/8/2025 Elevation Wealth Partners LLC30,757$917K0.4%+361.5%0.021%
7/8/2025 Adamsbrown Wealth Consultants LLC7,131$213K0.1%N/A0.005%
7/8/2025 Heartwood Wealth Advisors LLC11,941$356K0.0%N/A0.008%
7/3/2025 Collective Family Office LLC22,650$675K0.2%-17.7%0.016%
6/27/2025 Goldman Sachs Group Inc.23,347$629K0.0%N/A0.016%
5/29/2025 Plum Street Advisors LLC745,637$20.07M9.7%+2.1%0.513%
5/21/2025 McAdam LLC12,917$348K0.0%-27.8%0.009%
5/20/2025 Focus Partners Wealth485,542$13.07M0.0%-3.3%0.334%
5/19/2025 Jane Street Group LLC80,110$2.16M0.0%N/A0.055%
5/16/2025 Signature Estate & Investment Advisors LLC200,177$5.39M0.1%+0.5%0.138%
5/16/2025 Goldman Sachs Group Inc.23,347$629K0.0%N/A0.016%
5/16/2025 Integrated Wealth Concepts LLC8,612$232K0.0%N/A0.006%
5/15/2025 Royal Bank of Canada9,116$245K0.0%+20.6%0.006%
5/14/2025 Warwick Investment Management Inc.4,082,418$109.90M22.8%-7.0%2.809%
5/14/2025 Northwestern Mutual Wealth Management Co.52,714$1.42M0.0%+10.8%0.036%
5/13/2025 Aptus Capital Advisors LLC75,700$2.04M0.0%-4.0%0.052%
5/13/2025 Russell Investments Group Ltd.3,972$107K0.0%N/A0.003%
5/13/2025 HighTower Advisors LLC23,310$628K0.0%+122.1%0.016%
5/12/2025 Financial Engines Advisors L.L.C.46,971,859$1.26B2.7%-1.6%32.316%
5/12/2025 Meridian Wealth Management LLC9,620$259K0.0%-5.6%0.007%
5/12/2025 SouthState Corp43,405$1.17M0.1%N/A0.030%
5/12/2025 National Bank of Canada FI2,572$69K0.0%N/A0.002%
5/12/2025 AlphaCore Capital LLC3,196$86K0.0%N/A0.002%
5/9/2025 Costello Asset Management INC1,577$42K0.0%+120.3%0.001%
5/9/2025 Blair William & Co. IL6,812$183K0.0%+26.7%0.005%
5/9/2025 Blue Sky Capital Consultants Group Inc.26,147$704K0.5%-59.6%0.018%
5/8/2025 US Bancorp DE157,228$4.23M0.0%+27.7%0.108%
5/8/2025 Harbour Investments Inc.3,793$102K0.0%+145.5%0.003%
5/8/2025 NorthRock Partners LLC67,305$1.81M0.1%-1.8%0.046%
5/8/2025 Brucke Financial Inc.9,293$248K0.2%+17.1%0.006%
5/7/2025 LPL Financial LLC128,554$3.46M0.0%+25.0%0.088%
5/7/2025 Waddell & Associates LLC1,994,283$53.69M6.5%+2.8%1.372%
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5/6/2025 Cetera Investment Advisers69,194$1.86M0.0%+13.5%0.048%
5/6/2025 Brookwood Investment Group LLC53,969$1.45M0.2%N/A0.037%
5/2/2025 Opulen Financial Group LLC21,145$569K0.5%N/A0.015%
5/2/2025 Blake Schutter Theil Wealth Advisors LLC357,125$9.61M10.9%-42.5%0.246%
5/1/2025 Key Financial Inc2,197$59K0.0%-41.7%0.002%
4/30/2025 Cerity Partners LLC92,625$2.49M0.0%-1.6%0.064%
4/30/2025 Allworth Financial LP14,069$371K0.0%+5.9%0.010%
4/29/2025 OneDigital Investment Advisors LLC11,767$317K0.0%+3.5%0.008%
4/28/2025 Arlington Trust Co LLC3,100$83K0.0%N/A0.002%
4/28/2025Pinnacle Financial Partners Inc2,000$57K0.0%+100.0%0.001%
(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, 188 institutional investors and hedge funds held shares of Schwab 1000 Index ETF. The most heavily invested institutionals were Financial Engines Advisors L.L.C. ($1.26B), Legacy Wealth Management Inc ($198.31M), Warwick Investment Management Inc. ($109.90M), Creative Planning ($92.21M), Armstrong Advisory Group Inc. ($72.64M), Waddell & Associates LLC ($53.69M), and Plum Street Advisors LLC ($20.07M).Learn more on Schwab 1000 Index ETF's institutional investors.

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

Of the 184 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. ($19.91M), Legacy Wealth Management Inc ($3.38M), Warwick Investment Management Inc. ($3.12M), Creative Planning ($2.25M), Armstrong Advisory Group Inc. ($1.41M), Waddell & Associates LLC ($1.05M), and Blake Schutter Theil Wealth Advisors LLC ($621.23K).

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

Institutional investors have bought a total of 35,235,688 shares in the last 24 months. This purchase volume represents approximately $1.00B in transactions.

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

Of the 40 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. ($744.25K), Legacy Wealth Management Inc ($374.14K), Warwick Investment Management Inc. ($305.53K), Blake Schutter Theil Wealth Advisors LLC ($290.70K), Armstrong Advisory Group Inc. ($197.19K), Prime Capital Investment Advisors LLC ($63.89K), and Blue Sky Capital Consultants Group Inc. ($39.06K).

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

Institutional investors have sold a total of 2,163,975 shares in the last 24 months. This volume of shares sold represents approximately $60.06M in transactions.


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This page (NYSEARCA:SCHK) was last updated on 8/24/2025 by MarketBeat.com Staff
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