Schwab 1000 Index ETFSCHKETF
13F holders, Q1 2026 (March 31)240holders +5
25new positions
19sold out
2famous investors
$31.32avg. 13F price*
At the end of Q1 2026, 240 institutions reported holding Schwab 1000 Index ETF (SCHK) in their 13F filings, up 5 from Q4 2025. 25 opened new positions and 19 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.4B), Legacy Wealth Management, LLC ($188.0M) and Creative Planning ($122.2M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Schwab 1000 Index ETF
- CUSIP
- 808524722
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $7.4M |
| Exits | 19 | $7.4M |
All 13F filers, Q4 2025 → Q1 2026: 2,025,941 shares bought and 867,752 shares sold, net +1,158,189 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 240 holders
| Financial Engines Advisors L.L.C. | 2.77% | Reduce -0.1% | 43,613,251 | $1.4B |
| Legacy Wealth Management, LLC | 10.96% | Reduce -1.9% | 6,000,541 | $188.0M |
| Creative Planning | 0.08% | Add +24.4% | 3,899,148 | $122.2M |
| Warwick Investment Management, Inc. | 16.26% | Add +2.2% | 3,580,579 | $112.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -0.8% | 3,450,953 | $108.1M |
| Armstrong Advisory Group, Inc. | 5.21% | Reduce -1.9% | 2,477,917 | $77.6M |
| Waddell & Associates, LLC | 3.78% | Add +3.4% | 2,141,052 | $67.1M |
| Pension & Wealth Management Advisors, Inc. | 12.51% | Add +4.3% | 1,346,877 | $42.2M |
| Plum Street Advisors, LLC | 7.82% | Add +3.5% | 720,874 | $22.6M |
| Focus Partners Wealth | 0.02% | Add +0.1% | 477,541 | $15.0M |
| Main Street Financial Solutions, LLC | 1.03% | Add +8.6% | 449,422 | $14.1M |
| Mariner, LLC | 0.02% | Add +43.2% | 449,173 | $14.1M |
| Lighthouse Wealth Management Inc. | 8.34% | Add +4.3% | 391,661 | $12.3M |
| Cornerstone Advisors Asset Management, LLC | 1.25% | Add +32.9% | 258,167 | $8.1M |
| LPL Financial LLC | 0.00% | Add +4.3% | 246,307 | $7.7M |
| Signature Estate & Investment Advisors LLC | 0.14% | Add +6.0% | 217,827 | $6.8M |
| Blake Schutter Theil Wealth Advisors, LLC | 4.85% | Reduce -24.0% | 190,089 | $6.0M |
| NorthRock Partners, LLC | 0.09% | Reduce -2.2% | 175,317 | $5.5M |
| Bank of America Corp. | 0.00% | Reduce -2.5% | 173,740 | $5.4M |
| FreeGulliver LLC | 1.94% | Add +90.4% | 146,686 | $4.6M |
| HBK Sorce Advisory LLC | 0.09% | No change | 124,797 | $4.4M |
| Susquehanna International Group, LLP | 0.01% | Add +235.3% | 135,910 | $4.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -15.0% | 124,315 | $3.9M |
| Blue Sky Capital Consultants Group, Inc. | 1.84% | Add +334.6% | 123,125 | $3.9M |
| Donor Advised Charitable Giving, Inc. | 0.09% | No change | 117,247 | $3.7M |
| Cerity Partners LLC | 0.01% | Reduce -1.2% | 116,867 | $3.7M |
| MAI Capital Management | 0.02% | Add +0.3% | 109,549 | $3.4M |
| US Bancorp \de | 0.00% | Reduce -2.6% | 106,137 | $3.3M |
| Wescott Financial Advisory Group, LLC | 0.25% | Add +0.4% | 90,988 | $2.9M |
| Morgan Stanley | 0.00% | Add +2.2% | 87,526 | $2.7M |
| FMR LLC | 0.00% | Add +5.2% | 86,223 | $2.7M |
| Orser Capital Management, LLC | 1.68% | Reduce -1.7% | 81,817 | $2.6M |
| Captrust Financial Advisors | 0.00% | Add +1.2% | 79,672 | $2.5M |
| Crusonia Wealth Advisors LLC | 0.51% | No change | 78,464 | $2.5M |
| Cetera Investment Advisers | 0.00% | Add +1.9% | 78,284 | $2.5M |
| Guardian Wealth Advisors, LLC / NC | 0.15% | Reduce -4.1% | 76,590 | $2.4M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -4.1% | 76,590 | $2.4M |
| Visionary Wealth Advisors | 0.10% | Add +129.5% | 72,508 | $2.3M |
| Bawa N Mallick Trust | 0.90% | No change | 69,780 | $2.2M |
| MML Investors Services, LLC | 0.01% | Reduce -3.6% | 67,556 | $2.1M |
| Kohmann Bosshard Financial Services, LLC | 0.19% | Reduce 0.0% | 61,008 | $1.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +31.3% | 54,083 | $1.7M |
| JPMorgan Chase & Co. | 0.00% | Add +222.0% | 50,954 | $1.6M |
| Wolfstich Capital, LLC | 1.28% | No change | 108,453 | $1.5M |
| Sherrill & Hutchins Financial Advisory, Inc | 0.86% | Add +0.3% | 46,316 | $1.5M |
| Curry Webb Wealth Management LLC | 0.65% | Reduce -5.9% | 43,999 | $1.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +533.6% | 43,293 | $1.4M |
| Lido Advisors, LLC | 0.01% | Reduce -60.6% | 42,798 | $1.3M |
| Corient Private Wealth LP | 0.00% | Add +144.2% | 42,635 | $1.3M |
| Fiduciary Financial Group, LLC | 0.17% | Add +3.0% | 41,192 | $1.3M |
| Richardson Capital Management LLC | 0.61% | Reduce -12.8% | 40,031 | $1.3M |
| Gemmer Asset Management LLC | 0.10% | Add +19.6% | 40,022 | $1.3M |
| Diversified Trust Co. | 0.02% | No change | 39,576 | $1.2M |
| Catalyst Investment Management LLC | 1.37% | Reduce -1.0% | 36,165 | $1.2M |
| Everhart Financial Group, Inc. | 0.11% | Add +5.0% | 39,379 | $1.2M |
| Jane Street Group, LLC | 0.00% | New | 39,245 | $1.2M |
| SigFig Wealth Management, LLC | 0.04% | Add +35.3% | 38,528 | $1.2M |
| Stifel Financial Corp. | 0.00% | Add +8.9% | 36,295 | $1.1M |
| Clearstead Advisors, LLC | 0.01% | Add +3.8% | 35,136 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -22.7% | 35,058 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Add +10.8% | 33,525 | $1.1M |
| Red Tortoise LLC | 0.44% | Reduce -0.3% | 33,192 | $1.0M |
| Opulen Financial Group LLC | 0.72% | Add +4.8% | 32,660 | $1.0M |
| BlackRock, Inc. | 0.00% | Add +225.3% | 31,963 | $1.0M |
| One Capital Management, LLC | 0.03% | New | 30,673 | $961K |
| Sanctuary Advisors, LLC | 0.01% | Add +1.6% | 30,659 | $961K |
| Elevation Wealth Partners, LLC | 0.34% | No change | 30,262 | $948K |
| Avant Capital LLC | 0.67% | Reduce -2.7% | 30,212 | $947K |
| McAdam, LLC | 0.04% | Reduce -2.4% | 29,927 | $938K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -1.1% | 29,287 | $918K |
| Collective Family Office LLC | 0.20% | Add +11.2% | 28,571 | $895K |
| Farther Finance Advisors, LLC | 0.01% | Add +7.3% | 26,720 | $843K |
| Merit Financial Group, LLC | 0.01% | Reduce -2.2% | 26,017 | $815K |
| Brown Advisory Inc. | 0.00% | No change | 26,000 | $815K |
| Quantinno Capital Management LP | 0.00% | Add +21.4% | 24,092 | $755K |
| Kaizen Financial Strategies | 0.32% | Add +6.4% | 22,338 | $755K |
| Cambient Family Office, LLC | 0.10% | Add +1.5% | 23,966 | $751K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -6.0% | 23,348 | $731K |
| Old National Bancorp | 0.01% | No change | 23,064 | $723K |
| Ancora Advisors LLC | 0.02% | No change | 22,916 | $718K |
| AQR Capital Management | 0.00% | Add +49.9% | 22,352 | $700K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -14.8% | 21,708 | $680K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.3% | 21,703 | $680K |
| Equitable Holdings, Inc. | 0.00% | Reduce -7.4% | 19,322 | $634K |
| Lafayette Investments, Inc. | 0.12% | New | 19,461 | $610K |
| SMI Advisory Services, LLC | 0.10% | Reduce -2.1% | 19,153 | $608K |
| Fifth Third Bancorp | 0.00% | New | 19,122 | $599K |
| GAMMA Investing LLC | 0.03% | No change | 18,364 | $575K |
| HRT Financial LP | 0.00% | New | 18,337 | $574K |
| D L Carlson Investment Group Inc. | 0.10% | No change | 17,961 | $563K |
| Chicago Partners Investment Group LLC | 0.01% | Add +8.2% | 16,312 | $559K |
| Crewe Advisors LLC | 0.05% | Add +1.7% | 17,817 | $558K |
| Vise Technologies, Inc. | 0.01% | No change | 15,839 | $520K |
| Pinion Investment Advisors, LLC | 0.12% | Add +0.3% | 16,555 | $519K |
| Goldman Sachs Group Inc. | 0.00% | New | 16,252 | $509K |
| Alamar Capital Management, LLC | 0.31% | Add +0.2% | 16,090 | $504K |
| Associated Banc-Corp | 0.01% | No change | 15,838 | $496K |
| Heartwood Wealth Advisors LLC | 0.04% | Add +9.4% | 15,583 | $488K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +1.8% | 15,543 | $487K |
| Waverly Advisors, LLC | 0.00% | Reduce -7.5% | 15,341 | $481K |
"% of holder's portfolio" is SCHK's weight in each manager's 13F, not the share of Schwab 1000 Index ETF the manager owns.