Schwab 1000 Index ETFSCHKETF
13F holders, Q1 2024 (March 31)154holders
4famous investors
$50.56avg. 13F price*
At the end of Q1 2024, 154 institutions reported holding Schwab 1000 Index ETF (SCHK) in their 13F filings. The largest holders were Financial Engines Advisors L.L.C. ($1.2B), Legacy Wealth Management, LLC ($186.6M) and Warwick Investment Management, Inc. ($95.1M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Schwab 1000 Index ETF
- CUSIP
- 808524722
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $25.1M |
| Exits | 11 | $2.1M |
Ownership 154 holders
| Financial Engines Advisors L.L.C. | 2.78% | Reduce -3.1% | 24,367,024 | $1.2B |
| Legacy Wealth Management, LLC | 13.76% | Reduce -57.2% | 3,683,412 | $186.6M |
| Warwick Investment Management, Inc. | 22.79% | Add +126.8% | 1,876,270 | $95.1M |
| Armstrong Advisory Group, Inc. | 5.57% | No change | 1,246,826 | $57.4M |
| Waddell & Associates, LLC | 6.51% | Reduce -2.6% | 949,876 | $48.1M |
| Pension & Wealth Management Advisors, Inc. | 21.56% | Add +55.9% | 646,726 | $32.8M |
| Plum Street Advisors, LLC | 10.56% | Reduce -2.3% | 377,328 | $20.9M |
| Focus Partners Wealth | 0.11% | Reduce -3.1% | 261,509 | $13.3M |
| Goldman Sachs Group Inc. | 0.00% | New | 254,980 | $12.9M |
| Bank of America Corp. | 0.00% | Reduce -48.4% | 133,934 | $6.8M |
| Main Street Financial Solutions, LLC | 0.61% | New | 112,351 | $5.7M |
| Mariner, LLC | 0.01% | Reduce 0.0% | 102,401 | $5.2M |
| Cedar Brook Financial Partners, LLC | 0.97% | Add +1.7% | 96,958 | $4.9M |
| Prime Capital Investment Advisors, LLC | 0.06% | Add +889.4% | 85,166 | $4.3M |
| HBK Sorce Advisory LLC | 0.12% | No change | 67,797 | $3.4M |
| US Bancorp \de | 0.00% | Add +0.5% | 67,780 | $3.4M |
| Renaissance Technologies | 0.01% | Add +145.1% | 63,000 | $3.2M |
| Donor Advised Charitable Giving, Inc. | 0.09% | No change | 60,144 | $3.0M |
| Parkside Advisors LLC | 0.78% | Reduce -6.6% | 60,064 | $3.0M |
| MAI Capital Management | 0.03% | New | 56,855 | $2.9M |
| Cassady Schiller Wealth Management, LLC | 1.20% | Add +16.9% | 53,117 | $2.7M |
| Cerity Partners LLC | 0.01% | Reduce -1.5% | 47,220 | $2.4M |
| Creative Planning | 0.00% | Add +18.3% | 42,445 | $2.2M |
| Citadel Advisors | 0.00% | Add +19.0% | 38,773 | $2.0M |
| Cornerstone Advisors Asset Management, LLC | 0.65% | No change | 36,554 | $1.9M |
| MML Investors Services, LLC | 0.01% | Add +1.0% | 36,292 | $1.8M |
| Captrust Financial Advisors | 0.01% | Add +578.3% | 35,825 | $1.8M |
| NorthRock Partners, LLC | 0.07% | Reduce -1.8% | 34,565 | $1.8M |
| Guardian Wealth Advisors, LLC / NC | 0.21% | Add +30.8% | 34,200 | $1.7M |
| Aptus Capital Advisors, LLC | 0.04% | Add +30.8% | 34,200 | $1.7M |
| Richardson Capital Management LLC | 1.30% | Add +1049.4% | 31,436 | $1.6M |
| Kohmann Bosshard Financial Services, LLC | 0.21% | No change | 30,315 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +86.7% | 28,725 | $1.5M |
| LPL Financial LLC | 0.00% | Add +10.8% | 24,772 | $1.3M |
| Collective Family Office LLC | 0.39% | Add +0.0% | 23,832 | $1.2M |
| FMR LLC | 0.00% | Add +2206.3% | 23,547 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.5% | 22,635 | $1.1M |
| Red Tortoise LLC | 0.64% | Add +0.4% | 22,444 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +74.8% | 22,347 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +13.5% | 21,404 | $1.1M |
| Private Capital Management LLC | 0.22% | Add +6.4% | 19,654 | $996K |
| Sherrill & Hutchins Financial Advisory, Inc | 0.87% | No change | 18,800 | $953K |
| Royal Bank of Canada | 0.00% | Add +2.5% | 17,979 | $911K |
| Visionary Wealth Advisors | 0.05% | Add +4.0% | 15,616 | $791K |
| Everhart Financial Group, Inc. | 0.23% | Reduce -0.9% | 15,284 | $774K |
| Evanson Asset Management, LLC | 0.06% | Add +0.0% | 15,037 | $762K |
| Ancora Advisors LLC | 0.02% | No change | 13,183 | $668K |
| Kaizen Financial Strategies | 0.43% | Add +20.4% | 12,605 | $639K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +0.1% | 12,241 | $620K |
| Morgan Stanley | 0.00% | Add +14.5% | 12,077 | $612K |
| Raymond James & Associates | 0.00% | Add +19.6% | 11,910 | $603K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.8% | 11,443 | $580K |
| Johnson Investment Counsel Inc. | 0.01% | Add +7.2% | 11,368 | $576K |
| SMI Advisory Services, LLC | 0.15% | Reduce -13.6% | 10,455 | $525K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +15.6% | 10,049 | $509K |
| Crewe Advisors LLC | 0.06% | Add +0.1% | 10,019 | $508K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -1.2% | 10,015 | $507K |
| Leavell Investment Management, Inc. | 0.03% | Reduce -0.5% | 9,945 | $504K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +5290.6% | 9,757 | $494K |
| Red Door Wealth Management, LLC | 0.10% | Reduce -11.7% | 9,745 | $494K |
| McAdam, LLC | 0.03% | Add +0.6% | 9,745 | $494K |
| SOL Capital Management CO | 0.06% | No change | 9,500 | $481K |
| Wells Fargo & Company | 0.00% | Reduce -25.0% | 9,025 | $457K |
| Beacon Pointe Advisors, LLC | 0.01% | New | 8,955 | $454K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.2% | 8,660 | $439K |
| Pinion Investment Advisors, LLC | 0.21% | Add +0.3% | 8,008 | $406K |
| Associated Banc-Corp | 0.01% | No change | 7,919 | $401K |
| D. E. Shaw & Co. | 0.00% | New | 7,604 | $385K |
| Welch Group, LLC | 0.02% | Reduce -11.7% | 7,190 | $364K |
| Chicago Partners Investment Group LLC | 0.02% | Add +1.3% | 7,399 | $361K |
| Blue Bell Private Wealth Management, LLC | 0.08% | Reduce -1.4% | 7,098 | $360K |
| HB Wealth Management, LLC | 0.00% | No change | 7,005 | $355K |
| Verity & Verity, LLC | 0.04% | New | 6,950 | $352K |
| Omega Financial Group, LLC | 0.14% | Reduce -6.1% | 6,811 | $345K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 6,809 | $345K |
| Vise Technologies, Inc. | 0.07% | Reduce -23.5% | 6,705 | $340K |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.1% | 6,478 | $328K |
| Imprint Wealth LLC | 0.08% | New | 6,334 | $320K |
| Northern Trust Corp. | 0.00% | No change | 6,195 | $314K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +11.7% | 6,147 | $311K |
| Corient Private Wealth LP | 0.00% | Add +0.1% | 5,965 | $302K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.0% | 5,885 | $298K |
| Allworth Financial LP | 0.00% | Add +0.1% | 5,638 | $286K |
| Mercer Global Advisors Inc. | 0.00% | New | 5,412 | $274K |
| Qube Research & Technologies Ltd | 0.00% | Add +44.7% | 5,273 | $267K |
| Peachtree Investment Partners, LLC | 0.11% | Add +0.3% | 5,263 | $267K |
| Focus Financial Network, Inc. | 0.01% | — | 5,437 | $262K |
| JPMorgan Chase & Co. | 0.00% | Add +2.5% | 5,143 | $261K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -28.1% | 5,138 | $260K |
| Clearstead Advisors, LLC | 0.01% | New | 5,009 | $252K |
| KCM Investment Advisors LLC | 0.01% | No change | 4,856 | $246K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -14.7% | 4,844 | $245K |
| Koshinski Asset Management, Inc. | 0.02% | New | 4,774 | $242K |
| Cardiff Park Advisors, LLC | 0.02% | No change | 4,442 | $225K |
| Two Sigma Securities, LLC | 0.01% | New | 4,417 | $224K |
| Fisher Asset Management | 0.00% | New | 4,415 | $224K |
| Mgo One Seven LLC | 0.01% | New | 4,392 | $223K |
| Thomasville National Bank | 0.02% | Reduce -6.2% | 4,220 | $214K |
| Bouchey Financial Group, Ltd. | 0.02% | New | 4,189 | $212K |
| Venture Visionary Partners LLC | 0.01% | New | 4,059 | $206K |
"% of holder's portfolio" is SCHK's weight in each manager's 13F, not the share of Schwab 1000 Index ETF the manager owns.