Schwab 1000 Index ETFSCHKETF
13F holders, Q3 2024 (September 30)171holders +9
23new positions
14sold out
1famous investor
$49.24avg. 13F price*
At the end of Q3 2024, 171 institutions reported holding Schwab 1000 Index ETF (SCHK) in their 13F filings, up 9 from Q2 2024. 23 opened new positions and 14 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.3B), Legacy Wealth Management, LLC ($198.6M) and Warwick Investment Management, Inc. ($116.0M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $4.1M |
| Exits | 14 | $7.4M |
All 13F filers, Q2 2024 → Q3 2024: 4,865,909 shares bought and 460,813 shares sold, net +4,405,096 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 171 holders
| Financial Engines Advisors L.L.C. | 2.80% | Add +18.4% | 28,600,697 | $1.3B |
| Legacy Wealth Management, LLC | 12.87% | Reduce -1.5% | 3,592,809 | $198.6M |
| Warwick Investment Management, Inc. | 27.49% | Add +11.8% | 2,097,785 | $116.0M |
| Armstrong Advisory Group, Inc. | 5.82% | Add +0.1% | 1,270,066 | $70.2M |
| Waddell & Associates, LLC | 6.48% | Add +1.4% | 962,726 | $53.2M |
| Pension & Wealth Management Advisors, Inc. | 15.14% | Reduce -17.5% | 533,815 | $29.5M |
| Plum Street Advisors, LLC | 10.56% | Add +0.1% | 377,328 | $20.9M |
| Blake Schutter Theil Wealth Advisors, LLC | 12.34% | — | 310,617 | $17.2M |
| Focus Partners Wealth | 0.04% | Add +2.2% | 252,041 | $13.9M |
| Main Street Financial Solutions, LLC | 0.74% | Add +5.8% | 145,742 | $8.1M |
| Bank of America Corp. | 0.00% | Reduce -4.0% | 111,085 | $6.1M |
| Mariner, LLC | 0.01% | Add +0.8% | 103,325 | $5.7M |
| Signature Estate & Investment Advisors LLC | 0.13% | Add +0.2% | 99,722 | $5.5M |
| HBK Sorce Advisory LLC | 0.11% | Reduce -0.1% | 67,709 | $3.7M |
| Cassady Schiller Wealth Management, LLC | 1.30% | Add +2.2% | 64,398 | $3.6M |
| US Bancorp \de | 0.00% | Reduce -4.1% | 63,175 | $3.5M |
| Donor Advised Charitable Giving, Inc. | 0.08% | No change | 60,144 | $3.3M |
| Parkside Advisors LLC | 0.79% | No change | 60,064 | $3.3M |
| MAI Capital Management | 0.03% | Reduce -1.2% | 55,390 | $3.1M |
| Susquehanna International Group, LLP | 0.01% | Add +34.3% | 54,247 | $3.0M |
| Creative Planning | 0.00% | Add +5.5% | 51,423 | $2.8M |
| LPL Financial LLC | 0.00% | Add +55.8% | 48,927 | $2.7M |
| Cerity Partners LLC | 0.01% | Reduce -0.4% | 47,014 | $2.6M |
| Morgan Stanley | 0.00% | Add +1.8% | 39,879 | $2.2M |
| FMR LLC | 0.00% | Add +54.7% | 37,563 | $2.1M |
| Guardian Wealth Advisors, LLC / NC | 0.22% | Reduce -1.4% | 36,891 | $2.0M |
| Cornerstone Advisors Asset Management, LLC | 0.45% | Add +0.6% | 36,781 | $2.0M |
| MML Investors Services, LLC | 0.01% | Reduce -3.3% | 36,454 | $2.0M |
| Captrust Financial Advisors | 0.01% | Reduce -2.0% | 35,887 | $2.0M |
| NorthRock Partners, LLC | 0.06% | Reduce -0.6% | 34,360 | $1.9M |
| Windsor Advisory Group, LLC | 1.99% | Reduce -58.6% | 31,936 | $1.8M |
| Richardson Capital Management LLC | 1.21% | Add +0.5% | 31,271 | $1.7M |
| Kohmann Bosshard Financial Services, LLC | 0.21% | Add +0.0% | 30,504 | $1.7M |
| Cetera Investment Advisers | 0.00% | Add +4.7% | 30,486 | $1.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.0% | 24,370 | $1.3M |
| Renaissance Technologies | 0.00% | Reduce -33.0% | 23,100 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.3% | 22,664 | $1.3M |
| Private Capital Management LLC | 0.23% | Add +2.4% | 22,511 | $1.2M |
| Red Tortoise LLC | 0.62% | Add +0.4% | 22,402 | $1.2M |
| Sherrill & Hutchins Financial Advisory, Inc | 0.90% | No change | 18,800 | $1.0M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -1.4% | 36,891 | $1.0M |
| Collective Family Office LLC | 0.24% | Reduce -28.1% | 16,312 | $902K |
| Evanson Asset Management, LLC | 0.06% | Add +0.1% | 15,699 | $868K |
| Everhart Financial Group, Inc. | 0.19% | No change | 15,284 | $845K |
| Visionary Wealth Advisors | 0.05% | Reduce -2.6% | 14,963 | $827K |
| Ancora Advisors LLC | 0.02% | No change | 13,183 | $729K |
| Brown Advisory Inc. | 0.00% | New | 13,000 | $719K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -2.9% | 12,852 | $711K |
| Kaizen Financial Strategies | 0.41% | Add +1.3% | 12,785 | $707K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -1.2% | 11,995 | $663K |
| Corient Private Wealth LP | 0.00% | Add +98.2% | 11,823 | $654K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -4.0% | 11,755 | $650K |
| Raymond James & Associates | 0.00% | Add +2.0% | 11,553 | $639K |
| Old National Bancorp | 0.01% | New | 11,532 | $638K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -8.0% | 11,349 | $628K |
| Clearstead Advisors, LLC | 0.01% | Add +106.1% | 10,983 | $607K |
| SMI Advisory Services, LLC | 0.13% | Reduce -3.1% | 10,252 | $566K |
| Crewe Advisors LLC | 0.06% | Add +0.2% | 10,042 | $555K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +2.8% | 9,712 | $537K |
| Red Door Wealth Management, LLC | 0.09% | Reduce -0.7% | 9,596 | $531K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.8% | 9,562 | $529K |
| SOL Capital Management CO | 0.06% | No change | 9,500 | $525K |
| McAdam, LLC | 0.03% | Reduce -2.8% | 9,280 | $513K |
| GAMMA Investing LLC | 0.05% | No change | 9,182 | $508K |
| D L Carlson Investment Group Inc. | 0.09% | New | 8,821 | $488K |
| Comerica Bank | 0.00% | Add +25.0% | 8,714 | $482K |
| Vise Technologies, Inc. | 0.06% | Add +19.0% | 8,634 | $477K |
| Wells Fargo & Company | 0.00% | Add +7.0% | 8,505 | $470K |
| Pinion Investment Advisors, LLC | 0.19% | Add +1.5% | 8,131 | $450K |
| Alamar Capital Management, LLC | 0.24% | Add +0.4% | 7,956 | $440K |
| Associated Banc-Corp | 0.01% | No change | 7,919 | $438K |
| Chicago Partners Investment Group LLC | 0.01% | Add +99.9% | 15,041 | $419K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.1% | 7,522 | $416K |
| Welch Group, LLC | 0.02% | No change | 7,190 | $398K |
| HB Wealth Management, LLC | 0.00% | No change | 7,005 | $387K |
| Blue Bell Private Wealth Management, LLC | 0.07% | Reduce -0.0% | 6,997 | $387K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -29.1% | 6,970 | $385K |
| Verity & Verity, LLC | 0.04% | No change | 6,950 | $384K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 6,809 | $376K |
| Focus Financial Network, Inc. | 0.02% | Add +2.7% | 6,808 | $376K |
| Osaic Holdings, Inc. | 0.00% | Add +0.0% | 6,710 | $371K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.0% | 5,886 | $325K |
| Allworth Financial LP | 0.00% | Reduce -2.2% | 5,759 | $318K |
| JPMorgan Chase & Co. | 0.00% | Add +7.5% | 5,692 | $315K |
| HighTower Advisors, LLC | 0.00% | Add +36.9% | 5,614 | $311K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -60.0% | 5,600 | $310K |
| Omega Financial Group, LLC | 0.12% | Reduce -18.8% | 5,503 | $304K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.9% | 5,338 | $295K |
| ARS Wealth Advisors Group, LLC | 0.04% | Add +13.6% | 5,239 | $290K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +3.0% | 5,224 | $289K |
| Peachtree Investment Partners, LLC | 0.11% | Add +0.6% | 5,221 | $289K |
| Meridian Wealth Management, LLC | 0.01% | New | 5,215 | $288K |
| Mercer Global Advisors Inc. | 0.00% | Add +93.4% | 10,516 | $288K |
| Charles Schwab Investment Management Inc. | 0.00% | New | 5,130 | $284K |
| YHB Investment Advisors, Inc. | 0.02% | New | 4,919 | $272K |
| KCM Investment Advisors LLC | 0.01% | No change | 4,856 | $268K |
| Cardiff Park Advisors, LLC | 0.02% | No change | 4,442 | $246K |
| Accredited Investors Inc. | 0.01% | New | 4,361 | $241K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 4,189 | $232K |
| Vestia Personal Wealth Advisors | 0.22% | Reduce -0.9% | 4,161 | $230K |
"% of holder's portfolio" is SCHK's weight in each manager's 13F, not the share of Schwab 1000 Index ETF the manager owns.