Schwab 1000 Index ETFSCHKETF
13F holders, Q3 2025 (September 30)225holders +8
23new positions
13sold out
1famous investor
$32.12avg. 13F price*
At the end of Q3 2025, 225 institutions reported holding Schwab 1000 Index ETF (SCHK) in their 13F filings, up 8 from Q2 2025. 23 opened new positions and 13 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.4B), Legacy Wealth Management, LLC ($204.3M) and Warwick Investment Management, Inc. ($112.4M). 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $16.1M |
| Exits | 13 | $9.5M |
All 13F filers, Q2 2025 → Q3 2025: 2,441,838 shares bought and 3,696,044 shares sold, net −1,254,206 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 225 holders
| Financial Engines Advisors L.L.C. | 2.74% | Reduce -4.2% | 44,629,004 | $1.4B |
| Legacy Wealth Management, LLC | 12.03% | Reduce -4.3% | 6,361,635 | $204.3M |
| Warwick Investment Management, Inc. | 19.51% | Reduce -14.4% | 3,499,310 | $112.4M |
| Creative Planning | 0.08% | Add +1.3% | 3,133,039 | $100.6M |
| Armstrong Advisory Group, Inc. | 5.50% | Reduce -0.3% | 2,429,812 | $78.0M |
| Waddell & Associates, LLC | 5.60% | Add +3.2% | 2,050,350 | $65.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +276.0% | 1,588,114 | $51.0M |
| Pension & Wealth Management Advisors, Inc. | 12.11% | Add +26.0% | 1,196,453 | $38.4M |
| Plum Street Advisors, LLC | 8.46% | Reduce -4.0% | 682,089 | $21.9M |
| Focus Partners Wealth | 0.02% | Reduce -0.5% | 477,929 | $15.4M |
| Main Street Financial Solutions, LLC | 0.85% | Add +4.2% | 411,347 | $13.2M |
| Lighthouse Wealth Management Inc. | 9.36% | Add +4.2% | 359,078 | $11.5M |
| Mariner, LLC | 0.01% | Add +2.2% | 314,680 | $10.1M |
| Bank of America Corp. | 0.00% | Add +56.6% | 299,094 | $9.6M |
| Blake Schutter Theil Wealth Advisors, LLC | 8.59% | Reduce -18.1% | 270,524 | $8.7M |
| LPL Financial LLC | 0.00% | Add +37.3% | 210,418 | $6.8M |
| Signature Estate & Investment Advisors LLC | 0.14% | Add +3.1% | 208,123 | $6.7M |
| US Bancorp \de | 0.01% | Reduce -9.8% | 195,937 | $6.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +8.9% | 146,452 | $4.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -67.1% | 138,364 | $4.4M |
| HBK Sorce Advisory LLC | 0.10% | Add +0.2% | 126,511 | $4.1M |
| Donor Advised Charitable Giving, Inc. | 0.08% | No change | 120,288 | $3.9M |
| Cerity Partners LLC | 0.01% | Reduce -0.8% | 113,746 | $3.7M |
| Renaissance Technologies | 0.00% | Add +183.3% | 111,600 | $3.6M |
| MAI Capital Management | 0.02% | No change | 110,935 | $3.6M |
| Lido Advisors, LLC | 0.01% | New | 104,596 | $3.4M |
| GTS Securities LLC | 0.12% | New | 97,509 | $3.1M |
| Cornerstone Advisors Asset Management, LLC | 0.47% | Add +0.3% | 84,364 | $2.7M |
| Orser Capital Management, LLC | 1.41% | New | 83,297 | $2.7M |
| FMR LLC | 0.00% | Add +3.6% | 81,899 | $2.6M |
| Morgan Stanley | 0.00% | Reduce -0.2% | 81,041 | $2.6M |
| Captrust Financial Advisors | 0.01% | Reduce -1.3% | 77,505 | $2.5M |
| Guardian Wealth Advisors, LLC / NC | 0.16% | Reduce -2.2% | 75,125 | $2.4M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -2.2% | 75,125 | $2.4M |
| Cetera Investment Advisers | 0.00% | Add +6.0% | 73,989 | $2.4M |
| Richardson Capital Management LLC | 1.11% | Reduce -18.3% | 72,794 | $2.3M |
| MML Investors Services, LLC | 0.01% | Reduce -10.2% | 70,723 | $2.3M |
| Bawa N Mallick Trust | 0.85% | No change | 69,780 | $2.2M |
| NorthRock Partners, LLC | 0.04% | No change | 66,905 | $2.1M |
| RFG Advisory, LLC | 0.04% | New | 62,011 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -21.0% | 61,337 | $2.0M |
| Kohmann Bosshard Financial Services, LLC | 0.20% | No change | 61,008 | $2.0M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Add +108.8% | 57,668 | $1.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.2% | 46,283 | $1.5M |
| Sherrill & Hutchins Financial Advisory, Inc | 1.07% | Add +25.5% | 46,033 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.5% | 43,738 | $1.4M |
| Brookwood Investment Group LLC | 0.18% | Reduce -10.6% | 43,014 | $1.4M |
| Fiduciary Financial Group, LLC | 0.20% | Add +0.2% | 39,919 | $1.3M |
| Diversified Trust Co. | 0.03% | Add +9.7% | 39,576 | $1.3M |
| Everhart Financial Group, Inc. | 0.12% | Add +0.5% | 37,593 | $1.2M |
| Red Tortoise LLC | 0.49% | Add +0.1% | 34,994 | $1.1M |
| Merit Financial Group, LLC | 0.01% | Reduce -0.1% | 33,943 | $1.1M |
| Clearstead Advisors, LLC | 0.02% | Add +1.7% | 33,877 | $1.1M |
| Claro Advisors Inc. | 0.16% | New | 33,795 | $1.1M |
| Evanson Asset Management, LLC | 0.06% | Add +0.0% | 31,442 | $1.0M |
| McAdam, LLC | 0.05% | Reduce -0.0% | 31,068 | $998K |
| Gemmer Asset Management LLC | 0.08% | Add +6.4% | 30,792 | $989K |
| Opulen Financial Group LLC | 0.74% | Add +0.3% | 30,386 | $976K |
| Elevation Wealth Partners, LLC | 0.35% | Reduce -1.6% | 30,262 | $972K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -19.3% | 30,184 | $970K |
| Sanctuary Advisors, LLC | 0.01% | Add +0.0% | 30,149 | $968K |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.1% | 29,668 | $953K |
| Avant Capital LLC | 0.66% | Add +8.8% | 29,331 | $942K |
| HighTower Advisors, LLC | 0.00% | Add +12.9% | 28,980 | $931K |
| Stifel Financial Corp. | 0.00% | Add +13.5% | 28,816 | $926K |
| Visionary Wealth Advisors | 0.04% | Reduce -2.0% | 27,514 | $884K |
| SigFig Wealth Management, LLC | 0.03% | Add +0.4% | 26,278 | $841K |
| Brown Advisory Inc. | 0.00% | No change | 26,000 | $835K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +88.3% | 24,823 | $797K |
| Jane Street Group, LLC | 0.00% | New | 24,029 | $772K |
| Old National Bancorp | 0.01% | No change | 23,064 | $741K |
| Ancora Advisors LLC | 0.01% | No change | 22,916 | $736K |
| Allworth Financial LP | 0.00% | Add +59.3% | 22,314 | $717K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +146940.0% | 22,056 | $708K |
| Collective Family Office LLC | 0.17% | Reduce -4.5% | 21,621 | $694K |
| Equitable Holdings, Inc. | 0.01% | Add +3.0% | 21,567 | $693K |
| Kaizen Financial Strategies | 0.31% | Add +26.8% | 21,003 | $678K |
| Crewe Advisors LLC | 0.06% | Add +1.7% | 20,503 | $659K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +28.6% | 20,011 | $643K |
| SMI Advisory Services, LLC | 0.12% | Reduce -0.2% | 19,585 | $632K |
| River Wealth Advisors LLC | 0.07% | New | 19,515 | $627K |
| Osaic Holdings, Inc. | 0.00% | Add +0.7% | 19,713 | $624K |
| Comerica Bank | 0.00% | Reduce -2.9% | 19,292 | $620K |
| GAMMA Investing LLC | 0.03% | No change | 18,364 | $590K |
| Blue Sky Capital Consultants Group, Inc. | 0.26% | Reduce -28.9% | 18,312 | $588K |
| D L Carlson Investment Group Inc. | 0.10% | Add +0.3% | 17,907 | $575K |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.1% | 16,917 | $543K |
| Pinion Investment Advisors, LLC | 0.15% | Add +0.3% | 16,457 | $537K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -5.3% | 16,272 | $523K |
| Alamar Capital Management, LLC | 0.27% | Add +0.2% | 16,031 | $515K |
| Vise Technologies, Inc. | 0.02% | Reduce -11.9% | 15,915 | $511K |
| Associated Banc-Corp | 0.01% | No change | 15,838 | $509K |
| Headinvest, LLC | 0.10% | No change | 15,794 | $507K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.1% | 15,076 | $499K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.3% | 14,908 | $479K |
| BlackRock, Inc. | 0.00% | New | 14,825 | $476K |
| Welch Group, LLC | 0.02% | No change | 14,380 | $462K |
| Heartwood Wealth Advisors LLC | 0.04% | Add +19.3% | 14,247 | $458K |
| HB Wealth Management, LLC | 0.00% | Add +1.5% | 14,010 | $450K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 13,618 | $437K |
"% of holder's portfolio" is SCHK's weight in each manager's 13F, not the share of Schwab 1000 Index ETF the manager owns.