Schwab 1000 Index ETFSCHKETF
13F holders, Q2 2024 (June 30)162holders +8
22new positions
11sold out
1famous investor
$52.36avg. 13F price*
At the end of Q2 2024, 162 institutions reported holding Schwab 1000 Index ETF (SCHK) in their 13F filings, up 8 from Q1 2024. 22 opened new positions and 11 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.3B), Legacy Wealth Management, LLC ($190.8M) and Warwick Investment Management, Inc. ($98.2M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $14.8M |
| Exits | 11 | $8.3M |
All 13F filers, Q1 2024 → Q2 2024: 504,773 shares bought and 798,656 shares sold, net −293,883 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 162 holders
| Financial Engines Advisors L.L.C. | 2.82% | Reduce -0.9% | 24,155,606 | $1.3B |
| Legacy Wealth Management, LLC | 13.81% | Reduce -1.0% | 3,646,598 | $190.8M |
| Warwick Investment Management, Inc. | 22.99% | No change | 1,876,270 | $98.2M |
| Armstrong Advisory Group, Inc. | 5.87% | Add +1.8% | 1,268,750 | $66.4M |
| Waddell & Associates, LLC | 6.54% | Reduce -0.0% | 949,525 | $49.7M |
| Pension & Wealth Management Advisors, Inc. | 19.45% | Add +0.1% | 647,364 | $33.9M |
| Plum Street Advisors, LLC | 11.50% | Reduce -0.1% | 376,890 | $19.7M |
| Focus Partners Wealth | 0.04% | Reduce -5.7% | 246,517 | $12.9M |
| Main Street Financial Solutions, LLC | 0.68% | Add +22.6% | 137,709 | $7.2M |
| Bank of America Corp. | 0.00% | Reduce -13.6% | 115,735 | $6.1M |
| Mariner, LLC | 0.01% | Add +0.1% | 102,489 | $5.4M |
| Signature Estate & Investment Advisors LLC | 0.13% | New | 99,563 | $5.2M |
| Windsor Advisory Group, LLC | 8.09% | New | 77,149 | $4.0M |
| HBK Sorce Advisory LLC | 0.12% | Reduce -0.1% | 67,740 | $3.5M |
| US Bancorp \de | 0.00% | Reduce -2.9% | 65,850 | $3.4M |
| Cassady Schiller Wealth Management, LLC | 1.34% | Add +18.7% | 63,031 | $3.3M |
| Parkside Advisors LLC | 0.81% | No change | 60,064 | $3.2M |
| Donor Advised Charitable Giving, Inc. | 0.07% | No change | 60,144 | $3.1M |
| MAI Capital Management | 0.03% | Reduce -1.4% | 56,078 | $2.9M |
| Creative Planning | 0.00% | Add +14.8% | 48,746 | $2.6M |
| Jane Street Group, LLC | 0.00% | Add +113.7% | 47,759 | $2.5M |
| Cerity Partners LLC | 0.01% | No change | 47,220 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Add +88.7% | 40,385 | $2.1M |
| Morgan Stanley | 0.00% | Add +224.3% | 39,167 | $2.0M |
| MML Investors Services, LLC | 0.01% | Add +3.9% | 37,693 | $2.0M |
| Guardian Wealth Advisors, LLC / NC | 0.23% | Add +9.4% | 37,403 | $2.0M |
| Aptus Capital Advisors, LLC | 0.04% | Add +9.4% | 37,403 | $2.0M |
| Captrust Financial Advisors | 0.01% | Add +2.3% | 36,631 | $1.9M |
| Cornerstone Advisors Asset Management, LLC | 0.54% | No change | 36,554 | $1.9M |
| NorthRock Partners, LLC | 0.07% | No change | 34,565 | $1.8M |
| Renaissance Technologies | 0.00% | Reduce -45.2% | 34,500 | $1.8M |
| LPL Financial LLC | 0.00% | Add +26.8% | 31,404 | $1.6M |
| Richardson Capital Management LLC | 1.25% | Reduce -1.0% | 31,123 | $1.6M |
| Kohmann Bosshard Financial Services, LLC | 0.21% | Add +0.6% | 30,503 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +1.4% | 29,119 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -88.8% | 28,511 | $1.5M |
| Flow Traders U.S. LLC | 0.07% | New | 27,969 | $1.5M |
| FMR LLC | 0.00% | Add +3.1% | 24,287 | $1.3M |
| One Capital Management, LLC | 0.04% | New | 23,961 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.5% | 23,890 | $1.3M |
| Collective Family Office LLC | 0.35% | Reduce -4.8% | 22,692 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +97.5% | 22,600 | $1.2M |
| Red Tortoise LLC | 0.64% | Reduce -0.6% | 22,314 | $1.2M |
| Private Capital Management LLC | 0.23% | Add +11.9% | 21,986 | $1.2M |
| Sherrill & Hutchins Financial Advisory, Inc | 0.89% | No change | 18,800 | $984K |
| Royal Bank of Canada | 0.00% | Add +0.1% | 18,002 | $942K |
| Evanson Asset Management, LLC | 0.06% | Add +4.3% | 15,688 | $821K |
| Visionary Wealth Advisors | 0.05% | Reduce -1.6% | 15,368 | $804K |
| Everhart Financial Group, Inc. | 0.21% | No change | 15,284 | $800K |
| Kingswood Wealth Advisors, LLC | 0.07% | New | 14,018 | $734K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +31.7% | 13,237 | $693K |
| Ancora Advisors LLC | 0.02% | No change | 13,183 | $690K |
| Kaizen Financial Strategies | 0.41% | Add +0.1% | 12,620 | $660K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -85.5% | 12,336 | $646K |
| Atria Wealth Solutions, Inc. | 0.01% | No change | 12,241 | $643K |
| Johnson Investment Counsel Inc. | 0.01% | Add +6.8% | 12,141 | $635K |
| Raymond James & Associates | 0.00% | Reduce -4.9% | 11,323 | $593K |
| SMI Advisory Services, LLC | 0.14% | Add +1.2% | 10,585 | $564K |
| Crewe Advisors LLC | 0.06% | No change | 10,019 | $524K |
| Leavell Investment Management, Inc. | 0.03% | Reduce -1.2% | 9,825 | $516K |
| Red Door Wealth Management, LLC | 0.09% | Reduce -0.8% | 9,668 | $506K |
| McAdam, LLC | 0.03% | Reduce -2.0% | 9,548 | $500K |
| SOL Capital Management CO | 0.06% | No change | 9,500 | $497K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -5.7% | 9,449 | $495K |
| GAMMA Investing LLC | 0.07% | New | 9,182 | $480K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.4% | 8,951 | $468K |
| Pinion Investment Advisors, LLC | 0.21% | No change | 8,008 | $419K |
| Alamar Capital Management, LLC | 0.25% | — | 7,926 | $416K |
| Wells Fargo & Company | 0.00% | Reduce -11.9% | 7,950 | $416K |
| Associated Banc-Corp | 0.01% | No change | 7,919 | $414K |
| Chicago Partners Investment Group LLC | 0.02% | Add +1.7% | 7,524 | $393K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -16.1% | 7,512 | $393K |
| Vise Technologies, Inc. | 0.07% | Add +8.2% | 7,254 | $380K |
| Welch Group, LLC | 0.02% | No change | 7,190 | $376K |
| HB Wealth Management, LLC | 0.00% | No change | 7,005 | $367K |
| Blue Bell Private Wealth Management, LLC | 0.08% | Reduce -1.4% | 6,998 | $366K |
| Comerica Bank | 0.00% | Add +72.0% | 6,969 | $365K |
| Verity & Verity, LLC | 0.04% | No change | 6,950 | $364K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 6,809 | $356K |
| Focus Financial Network, Inc. | 0.02% | Add +22.0% | 6,631 | $356K |
| Omega Financial Group, LLC | 0.14% | Reduce -0.5% | 6,780 | $355K |
| Osaic Holdings, Inc. | 0.00% | Add +3.5% | 6,708 | $351K |
| Alpha Cubed Investments, LLC | 0.02% | New | 6,661 | $349K |
| Corient Private Wealth LP | 0.00% | Reduce -0.0% | 5,964 | $312K |
| Allworth Financial LP | 0.00% | Add +4.4% | 5,888 | $311K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 5,885 | $308K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.5% | 5,437 | $284K |
| Clearstead Advisors, LLC | 0.00% | Add +6.4% | 5,329 | $279K |
| JPMorgan Chase & Co. | 0.00% | Add +3.0% | 5,296 | $277K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -13.9% | 5,291 | $277K |
| Peachtree Investment Partners, LLC | 0.11% | Reduce -1.4% | 5,190 | $272K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +4.7% | 5,073 | $265K |
| KCM Investment Advisors LLC | 0.01% | No change | 4,856 | $254K |
| ARS Wealth Advisors Group, LLC | 0.03% | New | 4,610 | $241K |
| Cardiff Park Advisors, LLC | 0.02% | No change | 4,442 | $232K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -13.2% | 4,146 | $221K |
| Thomasville National Bank | 0.02% | No change | 4,220 | $221K |
| Vestia Personal Wealth Advisors | 0.23% | — | 4,198 | $220K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 4,189 | $219K |
| HighTower Advisors, LLC | 0.00% | New | 4,102 | $213K |
"% of holder's portfolio" is SCHK's weight in each manager's 13F, not the share of Schwab 1000 Index ETF the manager owns.