Schwab 1000 Index ETFSCHKETF
13F holders, Q4 2025 (December 31)235holders +10
23new positions
25sold out
4famous investors
$32.77avg. 13F price*
At the end of Q4 2025, 235 institutions reported holding Schwab 1000 Index ETF (SCHK) in their 13F filings, up 10 from Q3 2025. 23 opened new positions and 25 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.4B), Legacy Wealth Management, LLC ($200.7M) and Warwick Investment Management, Inc. ($114.9M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $14.5M |
| Exits | 25 | $13.2M |
All 13F filers, Q3 2025 → Q4 2025: 2,992,614 shares bought and 2,061,140 shares sold, net +931,474 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 235 holders
| Financial Engines Advisors L.L.C. | 2.71% | Reduce -2.1% | 43,678,983 | $1.4B |
| Legacy Wealth Management, LLC | 11.56% | Reduce -3.8% | 6,117,568 | $200.7M |
| Warwick Investment Management, Inc. | 17.70% | Add +0.1% | 3,502,454 | $114.9M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +119.0% | 3,477,532 | $114.1M |
| Creative Planning | 0.07% | Add +0.0% | 3,134,187 | $102.8M |
| Armstrong Advisory Group, Inc. | 5.60% | Add +4.0% | 2,526,887 | $82.9M |
| Waddell & Associates, LLC | 4.58% | Add +1.0% | 2,071,165 | $67.9M |
| Pension & Wealth Management Advisors, Inc. | 12.55% | Add +7.9% | 1,290,890 | $42.3M |
| Plum Street Advisors, LLC | 8.13% | Add +2.1% | 696,130 | $22.8M |
| Focus Partners Wealth | 0.02% | Reduce -0.1% | 477,310 | $15.7M |
| Main Street Financial Solutions, LLC | 1.02% | Add +0.6% | 413,934 | $13.6M |
| Lighthouse Wealth Management Inc. | 8.41% | Add +4.5% | 375,340 | $12.3M |
| Mariner, LLC | 0.01% | Reduce -0.3% | 313,584 | $10.3M |
| Blake Schutter Theil Wealth Advisors, LLC | 6.75% | Reduce -7.5% | 250,139 | $8.2M |
| LPL Financial LLC | 0.00% | Add +12.2% | 236,115 | $7.7M |
| Signature Estate & Investment Advisors LLC | 0.14% | Reduce -1.2% | 205,569 | $6.7M |
| Cornerstone Advisors Asset Management, LLC | 1.03% | Add +130.3% | 194,308 | $6.4M |
| NorthRock Partners, LLC | 0.10% | Add +167.9% | 179,217 | $5.9M |
| Bank of America Corp. | 0.00% | Reduce -40.5% | 178,118 | $5.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.1% | 146,261 | $4.9M |
| HBK Sorce Advisory LLC | 0.10% | Reduce -1.4% | 124,797 | $4.2M |
| Cerity Partners LLC | 0.01% | Add +4.0% | 118,305 | $3.9M |
| Donor Advised Charitable Giving, Inc. | 0.09% | Reduce -2.5% | 117,247 | $3.8M |
| MAI Capital Management | 0.02% | Reduce -1.6% | 109,220 | $3.6M |
| US Bancorp \de | 0.00% | Reduce -44.4% | 108,954 | $3.6M |
| Principia Wealth Advisory, LLC | 2.22% | New | 108,220 | $3.5M |
| Lido Advisors, LLC | 0.01% | Add +3.9% | 108,648 | $3.5M |
| Wescott Financial Advisory Group, LLC | 0.26% | New | 90,623 | $3.0M |
| Morgan Stanley | 0.00% | Add +5.7% | 85,631 | $2.8M |
| Orser Capital Management, LLC | 1.54% | Reduce -0.1% | 83,197 | $2.7M |
| FMR LLC | 0.00% | Add +0.0% | 81,931 | $2.7M |
| Guardian Wealth Advisors, LLC / NC | 0.16% | Add +6.3% | 79,895 | $2.6M |
| Aptus Capital Advisors, LLC | 0.02% | Add +6.3% | 79,895 | $2.6M |
| Captrust Financial Advisors | 0.00% | Add +1.6% | 78,753 | $2.6M |
| Crusonia Wealth Advisors LLC | 0.57% | — | 78,464 | $2.6M |
| FreeGulliver LLC | 1.13% | New | 77,041 | $2.5M |
| Cetera Investment Advisers | 0.00% | Add +3.8% | 76,825 | $2.5M |
| MML Investors Services, LLC | 0.01% | Reduce -0.9% | 70,100 | $2.3M |
| Bawa N Mallick Trust | 0.85% | No change | 69,780 | $2.3M |
| Kohmann Bosshard Financial Services, LLC | 0.18% | Add +0.0% | 61,009 | $2.0M |
| Renaissance Technologies | 0.00% | Reduce -54.5% | 50,800 | $1.7M |
| Wolfstich Capital, LLC | 1.45% | New | 108,453 | $1.6M |
| Curry Webb Wealth Management LLC | 0.76% | — | 46,736 | $1.5M |
| Sherrill & Hutchins Financial Advisory, Inc | 1.07% | Add +0.3% | 46,182 | $1.5M |
| RFG Advisory, LLC | 0.03% | Reduce -25.9% | 45,917 | $1.5M |
| Richardson Capital Management LLC | 0.76% | Reduce -37.0% | 45,885 | $1.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.0% | 45,332 | $1.5M |
| Brookwood Investment Group LLC | 0.17% | Reduce -1.2% | 42,506 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.8% | 41,189 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -33.9% | 40,540 | $1.3M |
| Fiduciary Financial Group, LLC | 0.19% | Add +0.2% | 40,009 | $1.3M |
| Diversified Trust Co. | 0.02% | No change | 39,576 | $1.3M |
| Everhart Financial Group, Inc. | 0.11% | Reduce -0.2% | 37,521 | $1.2M |
| Catalyst Investment Management LLC | 1.13% | — | 36,521 | $1.2M |
| Clearstead Advisors, LLC | 0.01% | Reduce -0.1% | 33,854 | $1.1M |
| Gemmer Asset Management LLC | 0.08% | Add +8.6% | 33,451 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +15.6% | 33,316 | $1.1M |
| Red Tortoise LLC | 0.47% | Reduce -4.9% | 33,275 | $1.1M |
| Evanson Asset Management, LLC | 0.06% | Add +3.1% | 32,428 | $1.1M |
| Visionary Wealth Advisors | 0.05% | Add +14.8% | 31,593 | $1.0M |
| Opulen Financial Group LLC | 0.74% | Add +2.5% | 31,160 | $1.0M |
| Avant Capital LLC | 0.70% | Add +5.9% | 31,055 | $1.0M |
| McAdam, LLC | 0.05% | Reduce -1.3% | 30,657 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Add +4.5% | 30,272 | $993K |
| Elevation Wealth Partners, LLC | 0.35% | No change | 30,262 | $993K |
| Sanctuary Advisors, LLC | 0.01% | Add +0.0% | 30,161 | $989K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -0.1% | 29,627 | $972K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -48.8% | 29,510 | $968K |
| SigFig Wealth Management, LLC | 0.03% | Add +8.4% | 28,477 | $934K |
| Blue Sky Capital Consultants Group, Inc. | 0.41% | Add +54.7% | 28,330 | $929K |
| Merit Financial Group, LLC | 0.01% | Reduce -21.6% | 26,597 | $872K |
| Brown Advisory Inc. | 0.00% | No change | 26,000 | $853K |
| Collective Family Office LLC | 0.19% | Add +18.9% | 25,702 | $843K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -15.6% | 25,476 | $836K |
| Engineers Gate Manager LP | 0.01% | New | 25,466 | $835K |
| Farther Finance Advisors, LLC | 0.01% | Add +119.6% | 24,912 | $817K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +0.0% | 24,827 | $814K |
| Cambient Family Office, LLC | 0.11% | — | 23,620 | $775K |
| Old National Bancorp | 0.01% | No change | 23,064 | $756K |
| Ancora Advisors LLC | 0.02% | No change | 22,916 | $752K |
| Osaic Holdings, Inc. | 0.00% | Add +11.5% | 21,978 | $721K |
| Kaizen Financial Strategies | 0.30% | No change | 21,003 | $689K |
| Equitable Holdings, Inc. | 0.00% | Reduce -3.2% | 20,876 | $685K |
| SMI Advisory Services, LLC | 0.11% | Reduce -0.1% | 19,574 | $656K |
| Quantinno Capital Management LP | 0.00% | Add +167.6% | 19,850 | $651K |
| River Wealth Advisors LLC | 0.07% | No change | 19,515 | $640K |
| Comerica Bank | 0.00% | Reduce -0.9% | 19,122 | $627K |
| GAMMA Investing LLC | 0.03% | No change | 18,364 | $602K |
| D L Carlson Investment Group Inc. | 0.10% | Add +0.3% | 17,961 | $589K |
| Allworth Financial LP | 0.00% | Reduce -20.1% | 17,840 | $585K |
| Crewe Advisors LLC | 0.05% | Reduce -14.6% | 17,518 | $575K |
| Corient Private Wealth LP | 0.00% | Add +39.6% | 17,460 | $573K |
| Waverly Advisors, LLC | 0.00% | Add +30.6% | 16,583 | $544K |
| Pinion Investment Advisors, LLC | 0.13% | Add +0.3% | 16,507 | $541K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -1.0% | 16,110 | $528K |
| Alamar Capital Management, LLC | 0.29% | Add +0.2% | 16,061 | $527K |
| Vise Technologies, Inc. | 0.01% | Reduce -0.5% | 15,839 | $520K |
| Associated Banc-Corp | 0.01% | No change | 15,838 | $519K |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.5% | 15,826 | $519K |
| Millennium Management | 0.00% | New | 15,608 | $512K |
"% of holder's portfolio" is SCHK's weight in each manager's 13F, not the share of Schwab 1000 Index ETF the manager owns.