Schwab 1000 Index ETFSCHKETF
13F holders, Q4 2024 (December 31)189holders +18
22new positions
14sold out
3famous investors
$28.31avg. 13F price*
At the end of Q4 2024, 189 institutions reported holding Schwab 1000 Index ETF (SCHK) in their 13F filings, up 18 from Q3 2024. 22 opened new positions and 14 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.4B), Legacy Wealth Management, LLC ($197.3M) and Warwick Investment Management, Inc. ($124.2M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Schwab 1000 Index ETF
- CUSIP
- 808524722
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $14.9M |
| Exits | 14 | $5.1M |
All 13F filers, Q3 2024 → Q4 2024: 1,209,273 shares bought and 10,051,147 shares sold, net −8,841,874 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 189 holders
| Financial Engines Advisors L.L.C. | 2.84% | Reduce -16.6% | 47,716,110 | $1.4B |
| Legacy Wealth Management, LLC | 12.67% | Reduce -3.0% | 6,970,674 | $197.3M |
| Warwick Investment Management, Inc. | 25.60% | Add +4.6% | 4,387,948 | $124.2M |
| Armstrong Advisory Group, Inc. | 5.95% | Add +3.7% | 2,633,266 | $74.5M |
| Waddell & Associates, LLC | 5.60% | Add +0.7% | 1,939,058 | $54.9M |
| Pension & Wealth Management Advisors, Inc. | 14.51% | Add +20.2% | 1,282,972 | $36.3M |
| Plum Street Advisors, LLC | 10.20% | Reduce -3.3% | 730,121 | $20.7M |
| Blake Schutter Theil Wealth Advisors, LLC | 18.57% | No change | 621,234 | $17.6M |
| Focus Partners Wealth | 0.04% | Reduce -0.4% | 502,133 | $14.2M |
| Two Sigma Investments, LP | 0.03% | New | 438,200 | $12.4M |
| Lighthouse Wealth Management Inc. | 8.74% | — | 337,288 | $9.5M |
| Main Street Financial Solutions, LLC | 0.85% | Add +4.1% | 303,389 | $8.6M |
| Mariner, LLC | 0.01% | Add +17.5% | 242,893 | $6.9M |
| Bank of America Corp. | 0.00% | Reduce -7.6% | 205,195 | $5.8M |
| Signature Estate & Investment Advisors LLC | 0.14% | Reduce -0.1% | 199,152 | $5.6M |
| Cassady Schiller Wealth Management, LLC | 1.42% | Add +6.0% | 136,558 | $3.9M |
| HBK Sorce Advisory LLC | 0.11% | Reduce -0.9% | 134,140 | $3.8M |
| US Bancorp \de | 0.00% | Reduce -2.5% | 123,142 | $3.5M |
| Donor Advised Charitable Giving, Inc. | 0.08% | No change | 120,288 | $3.4M |
| Parkside Advisors LLC | 0.80% | No change | 120,127 | $3.4M |
| Creative Planning | 0.00% | Add +9.6% | 112,736 | $3.2M |
| MAI Capital Management | 0.02% | Add +0.1% | 110,935 | $3.1M |
| LPL Financial LLC | 0.00% | Add +5.1% | 102,825 | $2.9M |
| Cerity Partners LLC | 0.01% | No change | 94,108 | $2.7M |
| Renaissance Technologies | 0.00% | Add +99.6% | 92,200 | $2.6M |
| Captrust Financial Advisors | 0.01% | Add +11.8% | 80,222 | $2.3M |
| Guardian Wealth Advisors, LLC / NC | 0.18% | Add +6.8% | 78,832 | $2.2M |
| Aptus Capital Advisors, LLC | 0.03% | Add +6.8% | 78,832 | $2.2M |
| Morgan Stanley | 0.00% | Reduce -1.4% | 78,617 | $2.2M |
| FMR LLC | 0.00% | Add +0.2% | 75,261 | $2.1M |
| MML Investors Services, LLC | 0.01% | Add +1.9% | 74,260 | $2.1M |
| Cornerstone Advisors Asset Management, LLC | 0.45% | Add +0.3% | 73,803 | $2.1M |
| Bawa N Mallick Trust | 0.87% | — | 69,780 | $2.0M |
| NorthRock Partners, LLC | 0.06% | Reduce -0.3% | 68,530 | $1.9M |
| Blue Sky Capital Consultants Group, Inc. | 1.10% | — | 64,799 | $1.8M |
| Richardson Capital Management LLC | 1.12% | Reduce -0.6% | 62,174 | $1.8M |
| Kohmann Bosshard Financial Services, LLC | 0.21% | No change | 61,008 | $1.7M |
| Cetera Investment Advisers | 0.00% | No change | 60,966 | $1.7M |
| Raymond James Financial Inc. | 0.00% | — | 49,377 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.4% | 47,555 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.1% | 46,741 | $1.3M |
| Private Capital Management LLC | 0.25% | Reduce -1.4% | 44,380 | $1.3M |
| Sherrill & Hutchins Financial Advisory, Inc | 0.92% | Reduce -2.4% | 36,684 | $1.0M |
| Red Tortoise LLC | 0.52% | Reduce -22.1% | 34,901 | $988K |
| Collective Family Office LLC | 0.25% | No change | 32,624 | $924K |
| Windsor Advisory Group, LLC | 1.05% | Reduce -49.9% | 32,017 | $906K |
| Evanson Asset Management, LLC | 0.06% | Add +0.5% | 31,564 | $894K |
| Everhart Financial Group, Inc. | 0.18% | No change | 30,568 | $865K |
| Visionary Wealth Advisors | 0.05% | Reduce -3.2% | 28,965 | $820K |
| Avant Capital LLC | 0.65% | — | 27,782 | $786K |
| Clearstead Advisors, LLC | 0.01% | Add +21.4% | 26,673 | $755K |
| Brown Advisory Inc. | 0.00% | No change | 26,000 | $736K |
| Johnson Investment Counsel Inc. | 0.01% | Add +7.2% | 25,722 | $728K |
| Atria Wealth Solutions, Inc. | 0.01% | No change | 23,523 | $666K |
| Old National Bancorp | 0.02% | No change | 23,064 | $653K |
| Ancora Advisors LLC | 0.01% | Reduce -13.1% | 22,916 | $649K |
| Kaizen Financial Strategies | 0.36% | Reduce -12.5% | 22,383 | $634K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +8.5% | 20,744 | $587K |
| Crewe Advisors LLC | 0.08% | Add +0.1% | 20,108 | $569K |
| SMI Advisory Services, LLC | 0.13% | Reduce -2.2% | 20,047 | $564K |
| Red Door Wealth Management, LLC | 0.08% | No change | 19,194 | $543K |
| Comerica Bank | 0.00% | Add +10.0% | 19,178 | $543K |
| SOL Capital Management CO | 0.06% | No change | 19,000 | $538K |
| GAMMA Investing LLC | 0.04% | No change | 18,364 | $520K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -7.0% | 18,066 | $511K |
| McAdam, LLC | 0.03% | Reduce -3.6% | 17,883 | $506K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -21.3% | 17,865 | $506K |
| D L Carlson Investment Group Inc. | 0.09% | Add +0.6% | 17,745 | $502K |
| Vise Technologies, Inc. | 0.04% | Reduce -2.5% | 16,834 | $477K |
| Pinion Investment Advisors, LLC | 0.18% | Add +0.3% | 16,313 | $462K |
| Alamar Capital Management, LLC | 0.25% | Add +0.2% | 15,944 | $451K |
| Wells Fargo & Company | 0.00% | Reduce -6.5% | 15,901 | $450K |
| Associated Banc-Corp | 0.01% | No change | 15,838 | $448K |
| Fisher Asset Management | 0.00% | New | 15,314 | $434K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -50.0% | 15,055 | $429K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 15,058 | $426K |
| YHB Investment Advisors, Inc. | 0.03% | Add +48.5% | 14,610 | $414K |
| Welch Group, LLC | 0.02% | No change | 14,380 | $409K |
| Osaic Holdings, Inc. | 0.00% | Add +5.2% | 14,116 | $400K |
| Fiduciary Financial Group, LLC | 0.09% | New | 14,200 | $399K |
| HB Wealth Management, LLC | 0.00% | No change | 14,010 | $397K |
| Blue Bell Private Wealth Management, LLC | 0.08% | Reduce -0.3% | 13,954 | $395K |
| Allworth Financial LP | 0.00% | Add +15.3% | 13,279 | $390K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -1.4% | 13,740 | $389K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 13,618 | $386K |
| Verity & Verity, LLC | 0.03% | Reduce -2.9% | 13,496 | $382K |
| Bank of Hawaii | 0.02% | New | 12,400 | $351K |
| Corient Private Wealth LP | 0.00% | Reduce -48.1% | 12,281 | $348K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -3.4% | 11,367 | $322K |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.2% | 11,251 | $319K |
| HighTower Advisors, LLC | 0.00% | Reduce -6.5% | 10,497 | $297K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 10,447 | $296K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.5% | 10,413 | $295K |
| Peachtree Investment Partners, LLC | 0.11% | Reduce -1.5% | 10,285 | $291K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -2.3% | 10,192 | $289K |
| ARS Wealth Advisors Group, LLC | 0.04% | Reduce -5.0% | 9,949 | $282K |
| KCM Investment Advisors LLC | 0.01% | No change | 9,712 | $275K |
| Bannerman Wealth Management Group, LLC | 0.23% | — | 9,683 | $274K |
| Envestnet Asset Management Inc. | 0.00% | New | 9,610 | $272K |
| UBS Group AG | 0.00% | Add +78.8% | 9,300 | $263K |
"% of holder's portfolio" is SCHK's weight in each manager's 13F, not the share of Schwab 1000 Index ETF the manager owns.