Schwab 1000 Index ETFSCHKETF
13F holders, Q2 2025 (June 30)217holders +21
30new positions
13sold out
2famous investors
$29.82avg. 13F price*
At the end of Q2 2025, 217 institutions reported holding Schwab 1000 Index ETF (SCHK) in their 13F filings, up 21 from Q1 2025. 30 opened new positions and 13 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.4B), Legacy Wealth Management, LLC ($198.3M) and Warwick Investment Management, Inc. ($121.9M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $25.8M |
| Exits | 13 | $4.8M |
All 13F filers, Q1 2025 → Q2 2025: 4,020,986 shares bought and 1,235,918 shares sold, net +2,785,068 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 217 holders
| Financial Engines Advisors L.L.C. | 2.77% | Reduce -0.8% | 46,607,159 | $1.4B |
| Legacy Wealth Management, LLC | 12.33% | Reduce -3.5% | 6,650,328 | $198.3M |
| Warwick Investment Management, Inc. | 23.65% | Add +0.1% | 4,087,699 | $121.9M |
| Creative Planning | 0.08% | Add +262.0% | 3,092,202 | $92.2M |
| Armstrong Advisory Group, Inc. | 5.50% | Reduce -7.5% | 2,436,076 | $72.6M |
| Waddell & Associates, LLC | 6.32% | Reduce -0.4% | 1,987,028 | $59.3M |
| Pension & Wealth Management Advisors, Inc. | 9.49% | Add +1.8% | 949,650 | $28.3M |
| Plum Street Advisors, LLC | 9.35% | Reduce -4.7% | 710,335 | $21.2M |
| Focus Partners Wealth | 0.03% | Reduce -1.1% | 480,348 | $14.3M |
| Charles Schwab Investment Management Inc. | 0.00% | New | 422,373 | $12.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +1703.7% | 421,110 | $12.6M |
| Main Street Financial Solutions, LLC | 0.85% | Add +16.1% | 394,821 | $11.8M |
| Lighthouse Wealth Management Inc. | 8.90% | Add +0.3% | 344,735 | $10.3M |
| Blake Schutter Theil Wealth Advisors, LLC | 11.18% | Reduce -7.5% | 330,530 | $9.9M |
| Mariner, LLC | 0.01% | Reduce -0.7% | 307,814 | $9.2M |
| US Bancorp \de | 0.01% | Add +38.1% | 217,159 | $6.5M |
| Signature Estate & Investment Advisors LLC | 0.14% | Add +0.8% | 201,803 | $6.0M |
| Bank of America Corp. | 0.00% | Reduce -0.8% | 191,034 | $5.7M |
| LPL Financial LLC | 0.00% | Add +19.2% | 153,283 | $4.6M |
| Citadel Advisors | 0.00% | New | 150,750 | $4.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +512.9% | 134,480 | $4.1M |
| HBK Sorce Advisory LLC | 0.10% | Reduce -5.9% | 126,274 | $3.8M |
| Donor Advised Charitable Giving, Inc. | 0.07% | No change | 120,288 | $3.6M |
| Parkside Advisors LLC | 0.76% | Reduce -3.3% | 116,215 | $3.5M |
| Cerity Partners LLC | 0.01% | Add +23.8% | 114,639 | $3.4M |
| MAI Capital Management | 0.02% | No change | 110,935 | $3.3M |
| Richardson Capital Management LLC | 1.39% | Add +43.4% | 89,045 | $2.7M |
| Blue Capital, Inc. | 1.82% | — | 86,230 | $2.6M |
| Cornerstone Advisors Asset Management, LLC | 0.48% | Add +13.6% | 84,123 | $2.5M |
| Morgan Stanley | 0.00% | Add +2.3% | 81,186 | $2.4M |
| FMR LLC | 0.00% | Add +4.2% | 79,081 | $2.4M |
| MML Investors Services, LLC | 0.01% | Add +4.3% | 78,759 | $2.3M |
| Captrust Financial Advisors | 0.01% | Reduce -2.1% | 78,522 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +114.0% | 77,671 | $2.3M |
| Guardian Wealth Advisors, LLC / NC | 0.16% | Add +1.5% | 76,840 | $2.3M |
| Aptus Capital Advisors, LLC | 0.02% | Add +1.5% | 76,840 | $2.3M |
| Cetera Investment Advisers | 0.00% | Add +0.9% | 69,793 | $2.1M |
| Bawa N Mallick Trust | 0.86% | No change | 69,780 | $2.1M |
| NorthRock Partners, LLC | 0.05% | Reduce -0.6% | 66,905 | $2.0M |
| Kohmann Bosshard Financial Services, LLC | 0.20% | No change | 61,008 | $1.8M |
| Raymond James Financial Inc. | 0.00% | Add +1.6% | 48,307 | $1.4M |
| Brookwood Investment Group LLC | 0.23% | Reduce -10.8% | 48,138 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -17.4% | 43,531 | $1.3M |
| Fiduciary Financial Group, LLC | 0.21% | Add +0.2% | 39,851 | $1.2M |
| Renaissance Technologies | 0.00% | Add +6.8% | 39,400 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -21.0% | 37,410 | $1.1M |
| Everhart Financial Group, Inc. | 0.13% | Add +22.4% | 37,412 | $1.1M |
| Sherrill & Hutchins Financial Advisory, Inc | 0.85% | No change | 36,684 | $1.1M |
| Diversified Trust Co. | 0.02% | New | 36,084 | $1.1M |
| SouthState Bank Corp | 0.05% | Reduce -18.9% | 35,212 | $1.1M |
| Red Tortoise LLC | 0.51% | Add +0.1% | 34,963 | $1.0M |
| Merit Financial Group, LLC | 0.01% | Reduce -15.4% | 33,995 | $1.0M |
| Clearstead Advisors, LLC | 0.01% | Add +7.1% | 33,313 | $993K |
| Evanson Asset Management, LLC | 0.06% | Add +0.0% | 31,431 | $937K |
| Two Sigma Investments, LP | 0.00% | New | 31,200 | $930K |
| McAdam, LLC | 0.05% | Add +140.6% | 31,079 | $927K |
| Elevation Wealth Partners, LLC | 0.36% | Add +361.5% | 30,757 | $917K |
| Opulen Financial Group LLC | 0.74% | Add +43.3% | 30,302 | $904K |
| Sanctuary Advisors, LLC | 0.01% | New | 30,138 | $899K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -1.6% | 29,623 | $883K |
| Gemmer Asset Management LLC | 0.08% | Add +58.6% | 28,934 | $863K |
| Visionary Wealth Advisors | 0.04% | Reduce -1.1% | 28,084 | $837K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 27,625 | $824K |
| Avant Capital LLC | 0.62% | Reduce -4.0% | 26,950 | $804K |
| SigFig Wealth Management, LLC | 0.03% | Add +41.2% | 26,167 | $776K |
| Brown Advisory Inc. | 0.00% | No change | 26,000 | $775K |
| Blue Sky Capital Consultants Group, Inc. | 0.39% | Reduce -1.6% | 25,739 | $768K |
| HighTower Advisors, LLC | 0.00% | Add +10.1% | 25,667 | $765K |
| Stifel Financial Corp. | 0.00% | Add +239.1% | 25,394 | $757K |
| Old National Bancorp | 0.01% | No change | 23,064 | $688K |
| Ancora Advisors LLC | 0.01% | No change | 22,916 | $683K |
| Collective Family Office LLC | 0.17% | Reduce -17.7% | 22,650 | $675K |
| Equitable Holdings, Inc. | 0.01% | New | 20,932 | $624K |
| Crewe Advisors LLC | 0.09% | Add +0.1% | 20,153 | $601K |
| Comerica Bank | 0.00% | Add +4.3% | 19,866 | $592K |
| SMI Advisory Services, LLC | 0.11% | Add +0.0% | 19,633 | $592K |
| Osaic Holdings, Inc. | 0.00% | Add +51.7% | 19,575 | $584K |
| SOL Capital Management CO | 0.06% | No change | 19,000 | $567K |
| GAMMA Investing LLC | 0.03% | No change | 18,364 | $548K |
| Vise Technologies, Inc. | 0.02% | — | 18,068 | $539K |
| D L Carlson Investment Group Inc. | 0.10% | Add +0.3% | 17,850 | $532K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -4.3% | 17,175 | $512K |
| JPMorgan Chase & Co. | 0.00% | Add +50.8% | 17,110 | $510K |
| Kaizen Financial Strategies | 0.25% | No change | 16,562 | $494K |
| Pinion Investment Advisors, LLC | 0.17% | Reduce -49.9% | 16,410 | $489K |
| Alamar Capital Management, LLC | 0.26% | Add +0.2% | 16,003 | $477K |
| Associated Banc-Corp | 0.01% | No change | 15,838 | $472K |
| Headinvest, LLC | 0.10% | No change | 15,794 | $471K |
| Mercer Global Advisors Inc. | 0.00% | New | 15,751 | $470K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +3.3% | 15,563 | $464K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -0.0% | 15,063 | $461K |
| Welch Group, LLC | 0.02% | No change | 14,380 | $429K |
| Allworth Financial LP | 0.00% | Reduce -0.5% | 14,004 | $418K |
| HB Wealth Management, LLC | 0.00% | Reduce -1.5% | 13,800 | $412K |
| Blue Bell Private Wealth Management, LLC | 0.07% | Reduce -1.4% | 13,752 | $410K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 13,618 | $406K |
| Brighton Jones LLC | 0.01% | New | 13,617 | $406K |
| Verity & Verity, LLC | 0.03% | No change | 13,496 | $402K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -0.4% | 13,445 | $401K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -82.7% | 13,183 | $393K |
"% of holder's portfolio" is SCHK's weight in each manager's 13F, not the share of Schwab 1000 Index ETF the manager owns.