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 |
| Stevens Capital Partners | 0.13% | New | 12,231 | $373K |
| Corient Private Wealth LP | 0.00% | Reduce -15.0% | 12,429 | $371K |
| OneDigital Investment Advisors LLC | 0.00% | Add +3.0% | 12,125 | $362K |
| Heartwood Wealth Advisors LLC | 0.04% | New | 11,941 | $356K |
| Envestnet Asset Management Inc. | 0.00% | Add +41.0% | 11,872 | $354K |
| Waverly Advisors, LLC | 0.00% | Reduce -2.9% | 11,431 | $341K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -50.2% | 11,342 | $338K |
| YHB Investment Advisors, Inc. | 0.03% | Add +0.0% | 10,980 | $327K |
| Integrated Wealth Concepts LLC | 0.00% | Add +22.0% | 10,508 | $313K |
| ARS Wealth Advisors Group, LLC | 0.03% | Add +0.3% | 10,009 | $298K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.5% | 9,782 | $292K |
| KCM Investment Advisors LLC | 0.01% | No change | 9,712 | $290K |
| Brucke Financial, Inc. | 0.20% | Add +3.9% | 9,659 | $288K |
| Meridian Wealth Management, LLC | 0.01% | Add +0.1% | 9,628 | $287K |
| RVW Wealth, LLC | 0.02% | New | 9,436 | $281K |
| Bannerman Wealth Management Group, LLC | 0.22% | Reduce -2.6% | 9,427 | $281K |
| Kestra Advisory Services, LLC | 0.00% | No change | 9,342 | $279K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 9,290 | $277K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -11.2% | 9,281 | $277K |
| Red Door Wealth Management, LLC | 0.03% | Add +0.0% | 9,109 | $272K |
| UBS Group AG | 0.00% | Reduce -1.6% | 9,100 | $271K |
| Omega Financial Group, LLC | 0.10% | Add +0.2% | 8,851 | $264K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 8,807 | $263K |
| Accredited Investors Inc. | 0.02% | Add +0.1% | 8,735 | $260K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 8,378 | $250K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +4.4% | 8,290 | $247K |
| Composition Wealth, LLC | 0.00% | Add +0.5% | 8,220 | $245K |
| Vestia Personal Wealth Advisors | 0.16% | Reduce -0.9% | 8,042 | $240K |
| True Vision MN LLC | 0.13% | No change | 8,000 | $239K |
| MCF Advisors LLC | 0.02% | No change | 8,000 | $239K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | New | 7,937 | $237K |
| Ironwood Financial, llc | 0.05% | No change | 8,752 | $236K |
| Royal Bank of Canada | 0.00% | Reduce -14.8% | 7,765 | $231K |
| Manchester Financial Inc. | 0.05% | No change | 7,450 | $222K |
| Venture Visionary Partners LLC | 0.01% | New | 7,303 | $218K |
| Spinnaker Trust | 0.01% | New | 7,244 | $216K |
| Blue Barn Wealth, LLC | 0.10% | New | 7,170 | $214K |
| Adamsbrown Wealth Consultants LLC | 0.06% | New | 7,131 | $213K |
| Element Wealth, LLC | 0.10% | New | 7,024 | $209K |
| Two Sigma Securities, LLC | 0.03% | Reduce -20.5% | 6,870 | $205K |
| Long Island Wealth Management, Inc. | 0.11% | New | 6,800 | $203K |
| Grantvest Financial Group LLC | 0.15% | New | 6,777 | $202K |
| Bank of Montreal | 0.00% | Reduce -0.5% | 6,772 | $202K |
| Blair William & Co. | 0.00% | Reduce -10.1% | 6,124 | $183K |
| Exchange Traded Concepts, LLC | 0.00% | New | 5,269 | $157K |
| Peachtree Investment Partners, LLC | 0.06% | Reduce -49.5% | 5,204 | $155K |
| TD Capital Management LLC | 0.01% | Add +0.3% | 4,927 | $147K |
| Rothschild Investment LLC | 0.01% | No change | 4,880 | $146K |
| Pflug Koory, LLC | 0.07% | No change | 4,836 | $144K |
| Medallion Wealth Advisors, LLC | 0.05% | Add +48.4% | 4,525 | $135K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 4,442 | $132K |
| Qube Research & Technologies Ltd | 0.00% | Add +59.6% | 4,305 | $128K |
| Russell Investments Group, Ltd. | 0.00% | Add +5.7% | 4,200 | $125K |
| Simplex Trading, LLC | 0.00% | New | 4,140 | $123K |
| AE Wealth Management LLC | 0.00% | Add +753.3% | 4,096 | $122K |
| Arax Advisory Partners | 0.01% | Reduce -5.2% | 3,969 | $118K |
| Harbour Investments, Inc. | 0.00% | Add +3.4% | 3,921 | $117K |
| McIlrath & Eck, LLC | 0.01% | No change | 3,738 | $111K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 3,700 | $110K |
| AlphaCore Capital LLC | 0.00% | Add +15.6% | 3,696 | $110K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 3,510 | $105K |
| IFP Advisors, Inc | 0.00% | Reduce -6.7% | 3,509 | $105K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +0.3% | 3,275 | $98K |
| Arlington Trust Co LLC | 0.02% | No change | 3,100 | $92K |
| NewEdge Advisors, LLC | 0.00% | Add +0.0% | 2,949 | $88K |
| Atlantic Union Bankshares Corp | 0.00% | New | 2,847 | $85K |
| National Bank of Canada | 0.00% | No change | 2,572 | $77K |
| Key Financial Inc | 0.01% | No change | 2,197 | $66K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 2,154 | $64K |
| Brown Brothers Harriman & Co. | 0.00% | New | 1,960 | $58K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,600 | $48K |
| Costello Asset Management, INC | 0.02% | Reduce -0.6% | 1,568 | $47K |
| Sound Income Strategies, LLC | 0.00% | Add +49.2% | 1,498 | $45K |
| Breakwater Investment Management | 0.01% | No change | 1,174 | $35K |
| Larson Financial Group LLC | 0.00% | New | 1,000 | $30K |
| Wells Fargo & Company | 0.00% | No change | 909 | $27K |
| Choate Investment Advisors | 0.00% | New | 870 | $26K |
| Crews Bank & Trust | 0.00% | No change | 826 | $25K |
| Mid-American Wealth Advisory Group, Inc. | 0.01% | New | 807 | $24K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -0.1% | 785 | $23K |
| Bernard Wealth Management Corp. | 0.01% | No change | 750 | $22K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 710 | $21K |
| Bogart Wealth, LLC | 0.00% | No change | 624 | $19K |
| Blue Trust, Inc. | 0.00% | No change | 601 | $18K |
| Kilter Group LLC | 0.01% | New | 595 | $18K |
| North Capital, Inc. | 0.01% | Add +0.4% | 564 | $17K |
| Bell Investment Advisors, Inc | 0.00% | Add +0.2% | 516 | $15K |
| Capital Analysts, LLC | 0.00% | Add +0.4% | 507 | $15K |
| Cwm, LLC | 0.00% | Reduce -10.7% | 425 | $13K |
| Assetmark, Inc. | 0.00% | Add +94.4% | 420 | $13K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 412 | $12K |
| VSM Wealth Advisory, LLC | 0.00% | Add +0.3% | 402 | $12K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 400 | $12K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 394 | $12K |
| Howe & Rusling Inc. | 0.00% | Add +0.3% | 337 | $10K |
| Signaturefd, LLC | 0.00% | No change | 301 | $9K |
| Promus Capital, LLC | 0.00% | No change | 216 | $6K |
| Quaker Wealth Management, LLC | 0.00% | — | 210 | $6K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 202 | $6K |
| Geneos Wealth Management Inc. | 0.00% | New | 200 | $6K |
| DB Fitzpatrick & Co, Inc | 0.01% | No change | 191 | $6K |
| Anfield Capital Management, LLC | 0.00% | No change | 134 | $4K |
| Hantz Financial Services, Inc. | 0.00% | No change | 96 | $3K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 80 | $2K |
| Beacon Capital Management, LLC | 0.00% | No change | 52 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 50 | $1K |
| Armor Investment Advisors, LLC | 0.00% | Add +16.2% | 43 | $1K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 40 | $1K |
| Principal Securities, Inc. | 0.00% | No change | 32 | $954 |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 20 | $597 |
| Integrity Financial Corp | 0.00% | Add +900.0% | 20 | $596 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 20 | $596 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.8% | 15 | $447 |
| Robinswood Financial LLC | 0.00% | No change | 2 | $79 |
| Glassman Wealth Services | 0.00% | No change | 2 | $60 |
| Global Retirement Partners, LLC | 0.00% | — | 2 | $60 |
| Investors Research Corp | 0.00% | No change | 1 | $26 |
"% of holder's portfolio" is SCHK's weight in each manager's 13F, not the share of Schwab 1000 Index ETF the manager owns.