Schwab 1000 Index ETFSCHKETF
13F holders, Q2 2026 (June 30)268holders +28
46new positions
14sold out
2famous investors
$36.04avg. 13F price*
At the end of Q2 2026, 268 institutions reported holding Schwab 1000 Index ETF (SCHK) in their 13F filings, up 28 from Q1 2026. 46 opened new positions and 14 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.5B), Armstrong Advisory Group, Inc. ($235.1M) and Legacy Wealth Management, LLC ($210.9M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Schwab 1000 Index ETF
- CUSIP
- 808524722
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $15.3M |
| Exits | 14 | $7.0M |
All 13F filers, Q1 2026 → Q2 2026: 6,673,055 shares bought and 2,597,407 shares sold, net +4,075,648 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 268 holders
| Financial Engines Advisors L.L.C. | 2.68% | Reduce -3.9% | 41,923,365 | $1.5B |
| Armstrong Advisory Group, Inc. | 14.31% | Add +163.1% | 6,518,923 | $235.1M |
| Legacy Wealth Management, LLC | 11.03% | Reduce -2.5% | 5,848,312 | $210.9M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +40.2% | 4,837,047 | $174.4M |
| Creative Planning | 0.08% | Reduce -1.2% | 3,852,974 | $138.9M |
| Warwick Investment Management, Inc. | 14.51% | Add +0.1% | 3,585,472 | $129.3M |
| Waddell & Associates, LLC | 3.83% | Add +0.2% | 2,144,798 | $77.3M |
| Pension & Wealth Management Advisors, Inc. | 12.73% | Reduce -2.8% | 1,308,887 | $47.2M |
| Plum Street Advisors, LLC | 7.73% | Reduce -6.9% | 670,890 | $24.2M |
| Focus Partners Wealth | 0.02% | Add +20.2% | 573,808 | $20.7M |
| FreeGulliver LLC | 6.14% | Add +229.3% | 483,033 | $17.4M |
| Main Street Financial Solutions, LLC | 1.08% | Add +3.8% | 466,270 | $16.8M |
| Mariner, LLC | 0.02% | Add +0.2% | 450,207 | $16.2M |
| Lighthouse Wealth Management Inc. | 8.46% | Reduce -3.5% | 378,027 | $13.6M |
| Cornerstone Advisors Asset Management, LLC | 1.22% | Add +0.1% | 258,451 | $9.3M |
| LPL Financial LLC | 0.00% | Add +0.5% | 247,609 | $8.9M |
| Blake Schutter Theil Wealth Advisors, LLC | 4.64% | No change | 190,089 | $6.9M |
| Cerity Partners LLC | 0.01% | Add +58.7% | 185,500 | $6.7M |
| NorthRock Partners, LLC | 0.09% | Reduce -2.4% | 171,106 | $6.2M |
| Bank of America Corp. | 0.00% | Reduce -8.6% | 158,842 | $5.7M |
| HBK Sorce Advisory LLC | 0.09% | No change | 124,797 | $4.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -6.1% | 116,778 | $4.3M |
| Principia Wealth Advisory, LLC | 2.10% | Add +1091.9% | 116,446 | $4.2M |
| Donor Advised Charitable Giving, Inc. | 0.09% | Reduce -1.4% | 115,563 | $4.2M |
| MAI Capital Management | 0.01% | Add +0.0% | 109,552 | $4.0M |
| US Bancorp \de | 0.00% | Reduce -0.9% | 105,150 | $3.8M |
| Visionary Wealth Advisors | 0.15% | Add +41.6% | 102,670 | $3.7M |
| Wescott Financial Advisory Group, LLC | 0.26% | Add +3.1% | 93,807 | $3.4M |
| Signature Estate & Investment Advisors LLC | 0.06% | Reduce -57.0% | 93,749 | $3.4M |
| Captrust Financial Advisors | 0.00% | Add +10.9% | 88,333 | $3.2M |
| Morgan Stanley | 0.00% | Reduce -0.6% | 87,022 | $3.1M |
| FMR LLC | 0.00% | Reduce -0.9% | 85,404 | $3.1M |
| Orser Capital Management, LLC | 1.50% | Add +2.4% | 83,747 | $3.0M |
| Fiduciary Financial Group, LLC | 0.34% | Add +100.2% | 82,447 | $3.0M |
| Cetera Investment Advisers | 0.00% | Add +4.5% | 81,847 | $3.0M |
| Crusonia Wealth Advisors LLC | 0.46% | Reduce -0.7% | 77,899 | $2.8M |
| Bawa N Mallick Trust | 0.90% | Add +10.9% | 77,416 | $2.8M |
| Guardian Wealth Advisors, LLC / NC | 0.16% | Add +0.7% | 77,113 | $2.8M |
| Aptus Capital Advisors, LLC | 0.02% | Add +0.7% | 77,113 | $2.8M |
| MML Investors Services, LLC | 0.01% | Add +3.3% | 69,794 | $2.5M |
| Kohmann Bosshard Financial Services, LLC | 0.19% | No change | 61,008 | $2.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.3% | 58,554 | $2.1M |
| WESPAC Advisors, LLC | 1.00% | New | 57,078 | $2.1M |
| BlackRock, Inc. | 0.00% | Add +70.1% | 54,381 | $2.0M |
| Renaissance Technologies | 0.00% | New | 49,000 | $1.8M |
| Sherrill & Hutchins Financial Advisory, Inc | 0.80% | Add +0.0% | 46,325 | $1.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +0.5% | 43,505 | $1.6M |
| Gemmer Asset Management LLC | 0.10% | Add +3.0% | 41,222 | $1.5M |
| Richardson Capital Management LLC | 0.61% | Reduce -1.0% | 39,620 | $1.4M |
| Diversified Trust Co. | 0.02% | No change | 39,576 | $1.4M |
| Everhart Financial Group, Inc. | 0.09% | Add +0.4% | 39,519 | $1.4M |
| Lido Advisors, LLC | 0.01% | Reduce -9.9% | 38,554 | $1.4M |
| Wolfstich Capital, LLC | 1.07% | Reduce -20.3% | 86,462 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +6.0% | 38,470 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +13.0% | 37,873 | $1.4M |
| Curry Webb Wealth Management LLC | 0.57% | Reduce -13.9% | 37,863 | $1.4M |
| Blue Sky Capital Consultants Group, Inc. | 0.57% | Reduce -69.9% | 37,069 | $1.3M |
| Catalyst Investment Management LLC | 1.21% | Add +2.3% | 36,986 | $1.3M |
| SigFig Wealth Management, LLC | 0.03% | Reduce -7.9% | 35,494 | $1.3M |
| Clearstead Advisors, LLC | 0.01% | Reduce -0.4% | 35,009 | $1.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.2% | 34,973 | $1.3M |
| Opulen Financial Group LLC | 0.79% | Add +6.2% | 34,672 | $1.3M |
| BIP Wealth, LLC | 0.03% | New | 33,221 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +0.0% | 30,670 | $1.1M |
| Avant Capital LLC | 0.68% | Reduce -0.4% | 30,085 | $1.1M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -0.9% | 29,021 | $1.0M |
| Corient Private Wealth LP | 0.00% | Reduce -33.7% | 28,252 | $1.0M |
| Elevation Wealth Partners, LLC | 0.30% | Reduce -7.1% | 28,107 | $1.0M |
| Farther Finance Advisors, LLC | 0.01% | Add +4.4% | 27,884 | $1.0M |
| Arax Advisory Partners | 0.01% | Add +99.4% | 27,038 | $975K |
| Rwa Wealth Partners, LLC | 0.01% | New | 26,739 | $964K |
| One Capital Management, LLC | 0.03% | No change | 30,673 | $961K |
| Veracity Capital LLC | 0.25% | New | 26,143 | $943K |
| Brown Advisory Inc. | 0.00% | No change | 26,000 | $938K |
| Goldman Sachs Group Inc. | 0.00% | Add +59.6% | 25,936 | $935K |
| Merit Financial Group, LLC | 0.01% | Reduce -2.9% | 25,270 | $911K |
| Quantinno Capital Management LP | 0.00% | Add +4.3% | 25,124 | $906K |
| AQR Capital Management | 0.00% | Add +9.7% | 24,509 | $884K |
| R2 Capital Strategies, LLC | 0.40% | — | 24,261 | $875K |
| Collective Family Office LLC | 0.18% | Reduce -15.4% | 24,176 | $872K |
| Cambient Family Office, LLC | 0.11% | Reduce -0.0% | 23,959 | $864K |
| Kaizen Financial Strategies | 0.34% | Add +6.4% | 23,760 | $856K |
| Prime Capital Investment Advisors, LLC | 0.01% | No change | 23,348 | $842K |
| Old National Bancorp | 0.02% | No change | 23,064 | $832K |
| Ancora Advisors LLC | 0.02% | No change | 22,916 | $826K |
| Osaic Holdings, Inc. | 0.00% | Add +3.5% | 22,458 | $810K |
| Vise Technologies, Inc. | 0.01% | Add +30.6% | 20,692 | $746K |
| Operose Advisors LLC | 0.14% | New | 20,553 | $741K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.4% | 20,320 | $733K |
| Heartwood Wealth Advisors LLC | 0.06% | Add +27.2% | 19,817 | $715K |
| Lafayette Investments, Inc. | 0.13% | Add +0.3% | 19,512 | $704K |
| SMI Advisory Services, LLC | 0.11% | Reduce -2.3% | 18,709 | $679K |
| Equitable Holdings, Inc. | 0.00% | Reduce -3.8% | 18,598 | $671K |
| Fifth Third Bancorp | 0.00% | Reduce -3.7% | 18,410 | $664K |
| Crewe Advisors LLC | 0.05% | Add +3.3% | 18,403 | $664K |
| GAMMA Investing LLC | 0.02% | No change | 18,364 | $662K |
| McAdam, LLC | 0.03% | Reduce -39.1% | 18,227 | $657K |
| JPMorgan Chase & Co. | 0.00% | Reduce -64.1% | 18,272 | $654K |
| D L Carlson Investment Group Inc. | 0.10% | Add +0.3% | 18,008 | $649K |
| Flow Traders U.S. LLC | 0.03% | New | 17,226 | $621K |
"% of holder's portfolio" is SCHK's weight in each manager's 13F, not the share of Schwab 1000 Index ETF the manager owns.