Schwab 1000 Index ETFSCHKETF
13F holders, Q1 2025 (March 31)196holders +7
30new positions
19sold out
2famous investors
$26.97avg. 13F price*
At the end of Q1 2025, 196 institutions reported holding Schwab 1000 Index ETF (SCHK) in their 13F filings, up 7 from Q4 2024. 30 opened new positions and 19 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.3B), Legacy Wealth Management, LLC ($185.6M) and Warwick Investment Management, Inc. ($109.9M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Schwab 1000 Index ETF
- CUSIP
- 808524722
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $12.3M |
| Exits | 19 | $15.3M |
All 13F filers, Q4 2024 → Q1 2025: 1,603,950 shares bought and 2,469,263 shares sold, net −865,313 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 196 holders
| Financial Engines Advisors L.L.C. | 2.71% | Reduce -1.6% | 46,971,859 | $1.3B |
| Legacy Wealth Management, LLC | 12.37% | Reduce -1.1% | 6,893,528 | $185.6M |
| Warwick Investment Management, Inc. | 22.83% | Reduce -7.0% | 4,082,418 | $109.9M |
| Armstrong Advisory Group, Inc. | 5.95% | No change | 2,633,266 | $74.5M |
| Waddell & Associates, LLC | 6.52% | Add +2.9% | 1,994,283 | $53.7M |
| Pension & Wealth Management Advisors, Inc. | 9.34% | Reduce -27.3% | 933,018 | $25.1M |
| Creative Planning | 0.02% | Add +657.7% | 854,195 | $23.0M |
| Plum Street Advisors, LLC | 9.67% | Add +2.1% | 745,637 | $20.1M |
| Focus Partners Wealth | 0.03% | Reduce -3.3% | 485,542 | $13.1M |
| Blake Schutter Theil Wealth Advisors, LLC | 10.92% | Reduce -42.5% | 357,125 | $9.6M |
| Lighthouse Wealth Management Inc. | 8.48% | Add +1.9% | 343,601 | $9.2M |
| Main Street Financial Solutions, LLC | 0.80% | Add +12.1% | 340,144 | $9.2M |
| Mariner, LLC | 0.01% | Add +27.7% | 310,113 | $8.3M |
| Signature Estate & Investment Advisors LLC | 0.14% | Add +0.5% | 200,177 | $5.4M |
| Bank of America Corp. | 0.00% | Reduce -6.2% | 192,474 | $5.2M |
| US Bancorp \de | 0.01% | Add +27.7% | 157,228 | $4.2M |
| HBK Sorce Advisory LLC | 0.11% | No change | 134,140 | $3.6M |
| LPL Financial LLC | 0.00% | Add +25.0% | 128,554 | $3.5M |
| Donor Advised Charitable Giving, Inc. | 0.09% | No change | 120,288 | $3.2M |
| Parkside Advisors LLC | 0.78% | No change | 120,127 | $3.2M |
| MAI Capital Management | 0.02% | No change | 110,935 | $3.0M |
| Cerity Partners LLC | 0.01% | Reduce -1.6% | 92,625 | $2.5M |
| Captrust Financial Advisors | 0.01% | Add +0.0% | 80,228 | $2.2M |
| Jane Street Group, LLC | 0.00% | New | 80,110 | $2.2M |
| Morgan Stanley | 0.00% | Add +0.9% | 79,365 | $2.1M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +325.9% | 76,082 | $2.0M |
| FMR LLC | 0.00% | Add +0.9% | 75,927 | $2.0M |
| Guardian Wealth Advisors, LLC / NC | 0.16% | Reduce -4.0% | 75,700 | $2.0M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -4.0% | 75,700 | $2.0M |
| MML Investors Services, LLC | 0.01% | Add +1.7% | 75,507 | $2.0M |
| Cornerstone Advisors Asset Management, LLC | 0.41% | Add +0.3% | 74,028 | $2.0M |
| Bawa N Mallick Trust | 0.89% | No change | 69,780 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +13.5% | 69,194 | $1.9M |
| NorthRock Partners, LLC | 0.06% | Reduce -1.8% | 67,305 | $1.8M |
| Richardson Capital Management LLC | 1.04% | Reduce -0.1% | 62,094 | $1.7M |
| Kohmann Bosshard Financial Services, LLC | 0.19% | No change | 61,008 | $1.6M |
| Brookwood Investment Group LLC | 0.25% | — | 53,969 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.8% | 52,714 | $1.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.7% | 47,561 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.4% | 47,377 | $1.3M |
| SouthState Bank Corp | 0.05% | New | 43,405 | $1.2M |
| Merit Financial Group, LLC | 0.02% | New | 40,187 | $1.1M |
| Fiduciary Financial Group, LLC | 0.22% | Add +180.0% | 39,766 | $1.0M |
| Renaissance Technologies | 0.00% | Reduce -60.0% | 36,900 | $993K |
| Sherrill & Hutchins Financial Advisory, Inc | 0.84% | No change | 36,684 | $988K |
| Susquehanna International Group, LLP | 0.00% | New | 36,302 | $977K |
| Red Tortoise LLC | 0.49% | Add +0.1% | 34,934 | $940K |
| Pinion Investment Advisors, LLC | 0.19% | Add +100.6% | 32,726 | $881K |
| Evanson Asset Management, LLC | 0.06% | Reduce -0.5% | 31,421 | $846K |
| Clearstead Advisors, LLC | 0.01% | Add +16.6% | 31,095 | $837K |
| Everhart Financial Group, Inc. | 0.11% | No change | 30,568 | $823K |
| Johnson Investment Counsel Inc. | 0.01% | Add +17.0% | 30,090 | $810K |
| Visionary Wealth Advisors | 0.05% | Reduce -2.0% | 28,395 | $764K |
| Avant Capital LLC | 0.63% | Add +1.0% | 28,070 | $756K |
| Collective Family Office LLC | 0.20% | Reduce -15.7% | 27,510 | $741K |
| Blue Sky Capital Consultants Group, Inc. | 0.46% | Reduce -59.6% | 26,147 | $704K |
| Brown Advisory Inc. | 0.00% | No change | 26,000 | $700K |
| Destination Wealth Management | 0.02% | New | 24,065 | $648K |
| Goldman Sachs Group Inc. | 0.00% | New | 23,347 | $629K |
| HighTower Advisors, LLC | 0.00% | Add +122.1% | 23,310 | $628K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -1.2% | 23,236 | $626K |
| Old National Bancorp | 0.02% | No change | 23,064 | $621K |
| Ancora Advisors LLC | 0.01% | No change | 22,916 | $617K |
| Farther Finance Advisors, LLC | 0.02% | New | 22,755 | $615K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.8% | 21,941 | $591K |
| Opulen Financial Group LLC | 0.52% | New | 21,145 | $569K |
| Crewe Advisors LLC | 0.08% | Add +0.1% | 20,131 | $542K |
| Comerica Bank | 0.00% | Reduce -0.7% | 19,041 | $513K |
| SOL Capital Management CO | 0.06% | No change | 19,000 | $511K |
| SigFig Wealth Management, LLC | 0.02% | New | 18,526 | $496K |
| GAMMA Investing LLC | 0.04% | No change | 18,364 | $494K |
| Gemmer Asset Management LLC | 0.05% | New | 18,248 | $491K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -0.7% | 17,949 | $483K |
| D L Carlson Investment Group Inc. | 0.09% | Add +0.3% | 17,799 | $479K |
| SMI Advisory Services, LLC | 0.11% | Reduce -2.1% | 19,631 | $477K |
| Kaizen Financial Strategies | 0.26% | Reduce -26.0% | 16,562 | $446K |
| Alamar Capital Management, LLC | 0.26% | Add +0.2% | 15,974 | $430K |
| Associated Banc-Corp | 0.01% | No change | 15,838 | $426K |
| Headinvest, LLC | 0.08% | New | 15,794 | $425K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.1% | 15,069 | $408K |
| Engineers Gate Manager LP | 0.01% | New | 15,140 | $408K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.1% | 15,068 | $406K |
| Corient Private Wealth LP | 0.00% | Add +19.1% | 14,622 | $394K |
| Welch Group, LLC | 0.02% | No change | 14,380 | $385K |
| HB Wealth Management, LLC | 0.00% | No change | 14,010 | $377K |
| Blue Bell Private Wealth Management, LLC | 0.07% | No change | 13,954 | $376K |
| Allworth Financial LP | 0.00% | Add +6.0% | 14,069 | $371K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 13,618 | $367K |
| Verity & Verity, LLC | 0.03% | No change | 13,496 | $363K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -1.8% | 13,495 | $363K |
| RFG Advisory, LLC | 0.01% | New | 13,086 | $352K |
| McAdam, LLC | 0.02% | Reduce -27.8% | 12,917 | $348K |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.6% | 12,907 | $347K |
| Waverly Advisors, LLC | 0.00% | New | 11,775 | $317K |
| OneDigital Investment Advisors LLC | 0.00% | Add +3.5% | 11,767 | $317K |
| JPMorgan Chase & Co. | 0.00% | Add +0.8% | 11,344 | $305K |
| YHB Investment Advisors, Inc. | 0.02% | Reduce -24.9% | 10,978 | $296K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 10,447 | $281K |
| Peachtree Investment Partners, LLC | 0.11% | Add +0.3% | 10,315 | $278K |
| ARS Wealth Advisors Group, LLC | 0.04% | Add +0.3% | 9,980 | $269K |
"% of holder's portfolio" is SCHK's weight in each manager's 13F, not the share of Schwab 1000 Index ETF the manager owns.