SCHWAB 1000 INDEX ETF SCHK
$35.97
-0.1% 52w: $30.31 – $36.49
Latest 13F among current holders filed 7 days ago (Aug 26, 2026)
Price — last 12 months
research preview data30.3133.4036.49
Aug 18, 2025 Jul 2, 2026
Institutional holders
242
+5 QoQ
13F value
$2.34B
-3.0% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
calls only
$269K calls / — puts
Institutional value by quarter
Number of holders
Who owns SCHK?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | Wealth advisor | 43.6M | $1.37B | 2.8% | -0.2% |
| Legacy Wealth Management, LLC | Wealth advisor | 6.0M | $188.0M | 11.0% | -1.9% |
| Creative Planning | Wealth advisor | 3.9M | $122.2M | 0.1% | +24.4% |
| Warwick Investment Management, Inc. | Wealth advisor | 3.6M | $112.2M | 16.3% | +2.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 3.5M | $108.1M | — | -0.8% |
| ARMSTRONG ADVISORY GROUP, INC | Wealth advisor | 2.5M | $77.6M | 5.2% | -1.9% |
| WADDELL & ASSOCIATES, LLC | Wealth advisor | 2.1M | $67.1M | 3.8% | +3.4% |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | — | 1.3M | $42.2M | 12.5% | +4.3% |
| Plum Street Advisors, LLC | Wealth advisor | 720.9K | $22.6M | 7.8% | +3.6% |
| Focus Partners Wealth | Wealth advisor | 477.5K | $15.0M | 0.0% | 0.0% |
| Main Street Financial Solutions, LLC | Wealth advisor | 449.4K | $14.1M | 1.0% | +8.6% |
| Mariner, LLC | Diversified mechanical | 449.2K | $14.1M | 0.0% | +43.2% |
| Lighthouse Wealth Management Inc. | Wealth advisor | 391.7K | $12.3M | — | +4.3% |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | Wealth advisor | 258.2K | $8.1M | 1.2% | +32.9% |
| LPL Financial LLC | Bank broker | 246.3K | $7.7M | 0.0% | +4.3% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | Wealth advisor | 217.8K | $6.8M | 0.1% | +6.0% |
| Blake Schutter Theil Wealth Advisors, LLC | Wealth advisor | 190.1K | $6.0M | — | -24.0% |
| NorthRock Partners, LLC | Wealth advisor | 175.3K | $5.5M | 0.1% | -2.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 173.7K | $5.4M | 0.0% | -2.5% |
| FreeGulliver LLC | Wealth advisor | 146.7K | $4.6M | 1.9% | +90.4% |
| HBK Sorce Advisory LLC | Wealth advisor | 124.8K | $4.4M | 0.1% | Held |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 135.9K | $4.3M | 0.0% | +235.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 124.3K | $3.9M | — | -15.0% |
| Blue Sky Capital Consultants Group, Inc. | Other | 123.1K | $3.9M | 1.8% | +334.6% |
| Donor Advised Charitable Giving, Inc. ★3 | Fundamental concentrated | 117.2K | $3.7M | — | Held |
| Cerity Partners LLC | Diversified mechanical | 116.9K | $3.7M | 0.0% | -1.2% |
| MAI Capital Management | Wealth advisor | 109.5K | $3.4M | 0.0% | +0.3% |
| US BANCORP \DE\ | Wealth advisor | 106.1K | $3.3M | 0.0% | -2.6% |
| Wescott Financial Advisory Group, LLC | Wealth advisor | 91.0K | $2.9M | 0.2% | +0.4% |
| MORGAN STANLEY | Bank broker | 87.5K | $2.7M | 0.0% | +2.2% |
| FMR LLC | Long only active | 86.2K | $2.7M | 0.0% | +5.2% |
| ORSER CAPITAL MANAGEMENT, LLC | Other | 81.8K | $2.6M | — | -1.7% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 79.7K | $2.5M | 0.0% | +1.2% |
| Crusonia Wealth Advisors LLC | Wealth advisor | 78.5K | $2.5M | 0.5% | Held |
| Cetera Investment Advisers | Wealth advisor | 78.3K | $2.5M | 0.0% | +1.9% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | Wealth advisor | 76.6K | $2.4M | 0.2% | -4.1% |
| Aptus Capital Advisors, LLC | Wealth advisor | 76.6K | $2.4M | 0.0% | -4.1% |
| Visionary Wealth Advisors | Wealth advisor | 72.5K | $2.3M | 0.1% | +129.5% |
| Bawa N Mallick Trust | Wealth advisor | 69.8K | $2.2M | 0.9% | Held |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 67.6K | $2.1M | 0.0% | -3.6% |
| Kohmann Bosshard Financial Services, LLC | Wealth advisor | 61.0K | $1.9M | 0.2% | 0.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 54.1K | $1.7M | 0.0% | +31.3% |
| JPMORGAN CHASE & CO | Bank broker | 51.0K | $1.6M | 0.0% | +222.0% |
| Wolfstich Capital, LLC | Wealth advisor | 108.5K | $1.5M | — | Held |
| Sherrill & Hutchins Financial Advisory, Inc | Wealth advisor | 46.3K | $1.5M | — | +0.3% |
| Curry Webb Wealth Management LLC | Wealth advisor | 44.0K | $1.4M | 0.7% | -5.9% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Wealth advisor | 43.3K | $1.4M | 0.0% | +533.6% |
| Lido Advisors, LLC | Wealth advisor | 42.8K | $1.3M | 0.0% | -60.6% |
| Corient Private Wealth LLC | Diversified mechanical | 42.6K | $1.3M | 0.0% | +22.1% |
| FIDUCIARY FINANCIAL GROUP, LLC | Wealth advisor | 41.2K | $1.3M | 0.2% | +3.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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Top funds holding SCHK