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 |
| Cornerstone Advisory, LLC | 0.04% | New | 13,594 | $437K |
| Blue Bell Private Wealth Management, LLC | 0.07% | Reduce -1.4% | 13,552 | $435K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -1.5% | 13,245 | $425K |
| Verity & Verity, LLC | 0.03% | Reduce -2.2% | 13,201 | $424K |
| Brighton Jones LLC | 0.01% | Reduce -6.3% | 12,766 | $410K |
| Stevens Capital Partners | 0.12% | Add +4.0% | 12,720 | $409K |
| Waverly Advisors, LLC | 0.00% | Add +11.1% | 12,701 | $408K |
| Corient Private Wealth LP | 0.00% | Add +0.6% | 12,506 | $402K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.1% | 12,132 | $390K |
| Red Door Wealth Management, LLC | 0.04% | Add +27.9% | 11,648 | $374K |
| Farther Finance Advisors, LLC | 0.01% | No change | 11,342 | $364K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.4% | 10,638 | $342K |
| YHB Investment Advisors, Inc. | 0.02% | Reduce -7.9% | 10,112 | $324K |
| Royal Bank of Canada | 0.00% | Add +29.6% | 10,064 | $323K |
| ARS Wealth Advisors Group, LLC | 0.03% | Add +0.3% | 10,037 | $322K |
| Kestra Advisory Services, LLC | 0.00% | Add +4.3% | 9,742 | $313K |
| KCM Investment Advisors LLC | 0.01% | No change | 9,712 | $312K |
| Meridian Wealth Management, LLC | 0.01% | Add +0.3% | 9,654 | $310K |
| Wealthspire Advisors, LLC | 0.00% | New | 9,608 | $309K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 9,461 | $304K |
| RVW Wealth, LLC | 0.02% | No change | 9,436 | $303K |
| Bannerman Wealth Management Group, LLC | 0.22% | No change | 9,427 | $303K |
| Brucke Financial, Inc. | 0.17% | Reduce -5.9% | 9,085 | $298K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 9,290 | $298K |
| UBS Group AG | 0.00% | Add +1.1% | 9,200 | $296K |
| Omega Financial Group, LLC | 0.10% | Add +0.2% | 8,872 | $285K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -9.6% | 8,843 | $284K |
| Ironwood Financial, llc | 0.05% | No change | 8,752 | $281K |
| SouthState Bank Corp | 0.01% | Reduce -75.2% | 8,750 | $281K |
| Accredited Investors Inc. | 0.02% | Add +0.1% | 8,740 | $281K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -19.0% | 8,515 | $273K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 8,378 | $269K |
| Composition Wealth, LLC | 0.00% | Add +0.3% | 8,244 | $265K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -0.8% | 8,228 | $264K |
| True Vision MN LLC | 0.13% | No change | 8,000 | $257K |
| MCF Advisors LLC | 0.02% | No change | 8,000 | $257K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +0.3% | 7,957 | $256K |
| Vestia Personal Wealth Advisors | 0.13% | Reduce -2.3% | 7,860 | $252K |
| Bank of Montreal | 0.00% | Add +10.7% | 7,499 | $241K |
| Manchester Financial Inc. | 0.05% | No change | 7,450 | $239K |
| Quantinno Capital Management LP | 0.00% | New | 7,418 | $238K |
| Venture Visionary Partners LLC | 0.01% | No change | 7,303 | $235K |
| Spinnaker Trust | 0.01% | No change | 7,244 | $233K |
| Prosperity Consulting Group, LLC | 0.01% | New | 7,042 | $226K |
| Two Sigma Securities, LLC | 0.03% | Add +2.1% | 7,014 | $225K |
| Adamsbrown Wealth Consultants LLC | 0.06% | Reduce -1.9% | 6,997 | $225K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Reduce -26.0% | 6,871 | $221K |
| Long Island Wealth Management, Inc. | 0.11% | No change | 6,800 | $218K |
| Grantvest Financial Group LLC | 0.15% | Add +0.1% | 6,781 | $218K |
| Uptick Partners, LLC | 0.06% | New | 6,542 | $210K |
| Element Wealth, LLC | 0.09% | Reduce -7.4% | 6,504 | $209K |
| Welch & Forbes LLC | 0.00% | New | 6,502 | $209K |
| Blair William & Co. | 0.00% | No change | 6,124 | $197K |
| Harbour Investments, Inc. | 0.00% | Add +47.7% | 5,792 | $186K |
| Qube Research & Technologies Ltd | 0.00% | Add +33.9% | 5,764 | $185K |
| Peachtree Investment Partners, LLC | 0.06% | Add +0.3% | 5,218 | $168K |
| TD Capital Management LLC | 0.01% | Add +0.3% | 4,941 | $159K |
| Rothschild Investment LLC | 0.01% | No change | 4,880 | $157K |
| Pflug Koory, LLC | 0.07% | Add +0.1% | 4,843 | $156K |
| Medallion Wealth Advisors, LLC | 0.05% | No change | 4,525 | $145K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 4,442 | $143K |
| Russell Investments Group, Ltd. | 0.00% | No change | 4,200 | $135K |
| McIlrath & Eck, LLC | 0.01% | No change | 3,738 | $120K |
| AlphaCore Capital LLC | 0.00% | No change | 3,696 | $119K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 3,510 | $113K |
| IFP Advisors, Inc | 0.00% | No change | 3,509 | $113K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +0.3% | 3,284 | $105K |
| Arlington Trust Co LLC | 0.02% | No change | 3,100 | $100K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.2% | 2,942 | $94K |
| Atlantic Union Bankshares Corp | 0.00% | Add +0.1% | 2,849 | $92K |
| National Bank of Canada | 0.00% | No change | 2,572 | $83K |
| Key Financial Inc | 0.01% | No change | 2,197 | $71K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,600 | $51K |
| Costello Asset Management, INC | 0.02% | Add +0.1% | 1,570 | $50K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,498 | $48K |
| Breakwater Investment Management | 0.01% | No change | 1,174 | $38K |
| Wells Fargo & Company | 0.00% | Add +18.6% | 1,078 | $35K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 1,000 | $32K |
| GHP Investment Advisors, Inc. | 0.00% | Add +5.3% | 827 | $27K |
| Crews Bank & Trust | 0.00% | No change | 826 | $27K |
| Bernard Wealth Management Corp. | 0.01% | No change | 750 | $24K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 710 | $23K |
| Bogart Wealth, LLC | 0.00% | No change | 624 | $20K |
| Blue Trust, Inc. | 0.00% | No change | 601 | $19K |
| Kilter Group LLC | 0.01% | Add +0.5% | 598 | $19K |
| North Capital, Inc. | 0.01% | Add +0.5% | 567 | $18K |
| Bell Investment Advisors, Inc | 0.00% | Add +0.4% | 518 | $17K |
| AE Wealth Management LLC | 0.00% | Reduce -87.8% | 501 | $16K |
| Advisory Services Network, LLC | 0.00% | New | 500 | $16K |
| Capital Analysts, LLC | 0.00% | Add +0.2% | 508 | $16K |
| Cwm, LLC | 0.00% | Add +5.9% | 450 | $14K |
| Assetmark, Inc. | 0.00% | No change | 420 | $13K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 412 | $13K |
| VSM Wealth Advisory, LLC | 0.00% | Add +0.5% | 404 | $13K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 400 | $13K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 394 | $13K |
| Financial Consulate, Inc. | 0.00% | New | 345 | $11K |
| Howe & Rusling Inc. | 0.00% | Add +0.3% | 338 | $11K |
| Nalls Sherbakoff Group, LLC | 0.01% | New | 326 | $10K |
| Signaturefd, LLC | 0.00% | No change | 301 | $10K |
| Midwest Capital Advisors, LLC | 0.00% | New | 263 | $8K |
| Larson Financial Group LLC | 0.00% | Reduce -75.0% | 250 | $8K |
| Promus Capital, LLC | 0.00% | No change | 216 | $7K |
| Quaker Wealth Management, LLC | 0.00% | No change | 210 | $7K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 202 | $6K |
| Geneos Wealth Management Inc. | 0.00% | No change | 200 | $6K |
| Manchester Capital Management LLC | 0.00% | New | 196 | $6K |
| DB Fitzpatrick & Co, Inc | 0.01% | No change | 191 | $6K |
| Kiker Wealth Management, LLC | 0.00% | New | 178 | $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 | $3K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -98.6% | 74 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 50 | $2K |
| Armor Investment Advisors, LLC | 0.00% | Add +2.3% | 44 | $1K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 40 | $1K |
| Principal Securities, Inc. | 0.00% | No change | 32 | $1K |
| Citigroup Inc. | 0.00% | New | 27 | $867 |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 20 | $643 |
| Integrity Financial Corp | 0.00% | No change | 20 | $642 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 20 | $642 |
| Robinswood Financial LLC | 0.00% | No change | 2 | $86 |
| Glassman Wealth Services | 0.00% | No change | 2 | $64 |
| Global Retirement Partners, LLC | 0.00% | No change | 2 | $64 |
| Investors Research Corp | 0.00% | No change | 1 | $28 |
"% of holder's portfolio" is SCHK's weight in each manager's 13F, not the share of Schwab 1000 Index ETF the manager owns.