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 |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -10.1% | 14,476 | $454K |
| Welch Group, LLC | 0.02% | No change | 14,380 | $451K |
| Allworth Financial LP | 0.00% | Reduce -21.4% | 14,015 | $439K |
| HB Wealth Management, LLC | 0.00% | No change | 14,010 | $439K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 13,618 | $427K |
| Arax Advisory Partners | 0.01% | Add +1.3% | 13,562 | $425K |
| Truist Financial Corp. | 0.00% | New | 12,973 | $406K |
| Mercer Global Advisors Inc. | 0.00% | Add +4.5% | 12,970 | $406K |
| Stevens Capital Partners | 0.10% | Add +0.3% | 12,796 | $401K |
| Brighton Jones LLC | 0.01% | New | 12,787 | $401K |
| Blue Bell Private Wealth Management, LLC | 0.06% | Add +0.8% | 12,488 | $391K |
| Envestnet Asset Management Inc. | 0.00% | New | 12,395 | $388K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1575.5% | 11,896 | $373K |
| Premier Private Wealth Management LLC | 0.39% | Reduce -5.3% | 11,880 | $372K |
| Leavell Investment Management, Inc. | 0.01% | No change | 11,325 | $355K |
| Verity & Verity, LLC | 0.03% | Reduce -14.8% | 11,250 | $352K |
| Royal Bank of Canada | 0.00% | Reduce -1.2% | 11,187 | $351K |
| Integrated Wealth Concepts LLC | 0.00% | Add +73.4% | 11,114 | $348K |
| D. E. Shaw & Co. | 0.00% | New | 10,873 | $341K |
| Fulcrum Wealth Advisors, LLC | 0.28% | No change | 10,862 | $340K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -9.6% | 10,670 | $334K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +24.9% | 10,277 | $322K |
| ARS Wealth Advisors Group, LLC | 0.03% | Add +0.3% | 10,097 | $316K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.5% | 9,955 | $312K |
| Principia Wealth Advisory, LLC | 0.17% | Reduce -91.0% | 9,770 | $306K |
| KCM Investment Advisors LLC | 0.01% | No change | 9,712 | $304K |
| Meridian Wealth Management, LLC | 0.01% | Add +0.3% | 9,709 | $304K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.0% | 9,701 | $304K |
| Red Door Wealth Management, LLC | 0.03% | Reduce -0.3% | 9,523 | $298K |
| Professional Financial Solutions LLC | 0.26% | No change | 9,287 | $291K |
| RVW Wealth, LLC | 0.02% | Reduce -3.0% | 9,148 | $287K |
| Kiley Juergens Wealth Management, LLC | 0.05% | New | 9,082 | $285K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -9.5% | 9,067 | $284K |
| Van Cleef Asset Management,Inc | 0.03% | New | 9,046 | $283K |
| Axxcess Wealth Management, LLC | 0.01% | Add +1.2% | 9,011 | $282K |
| Brucke Financial, Inc. | 0.14% | Add +0.0% | 8,942 | $280K |
| Omega Financial Group, LLC | 0.09% | Add +0.2% | 8,915 | $279K |
| Composition Wealth, LLC | 0.00% | Add +7.7% | 8,876 | $278K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 8,378 | $274K |
| Ironwood Financial, llc | 0.05% | No change | 8,752 | $274K |
| Accredited Investors Inc. | 0.01% | Add +0.1% | 8,749 | $274K |
| RFG Advisory, LLC | 0.01% | Reduce -81.0% | 8,731 | $274K |
| MCF Advisors LLC | 0.01% | No change | 8,000 | $251K |
| Forvis Mazars Wealth Advisors, LLC | 0.00% | Add +0.3% | 7,999 | $251K |
| True Vision MN LLC | 0.13% | Reduce -0.4% | 7,970 | $250K |
| Cadent Capital Advisors, LLC | 0.06% | New | 7,800 | $244K |
| Brooklyn Investment Group | 0.01% | Add +11.3% | 7,780 | $244K |
| Vestia Personal Wealth Advisors | 0.11% | Reduce -1.3% | 7,760 | $243K |
| Fortis Group Advisors, LLC | 0.04% | No change | 7,016 | $243K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.7% | 7,616 | $239K |
| Bank of Montreal | 0.00% | Add +0.1% | 7,514 | $235K |
| Manchester Financial Inc. | 0.04% | No change | 7,450 | $233K |
| Spinnaker Trust | 0.01% | No change | 7,244 | $227K |
| Evanson Asset Management, LLC | 0.01% | Reduce -77.8% | 7,209 | $226K |
| Prosperity Consulting Group, LLC | 0.01% | No change | 7,042 | $221K |
| Adamsbrown Wealth Consultants LLC | 0.06% | Add +0.1% | 7,006 | $220K |
| Abound Wealth Management | 0.05% | Add +168.6% | 6,906 | $216K |
| AssuredPartners Investment Advisors, LLC | 0.02% | New | 6,795 | $216K |
| Long Island Wealth Management, Inc. | 0.10% | No change | 6,800 | $213K |
| Uptick Partners, LLC | 0.04% | No change | 6,542 | $205K |
| Element Wealth, LLC | 0.08% | No change | 6,504 | $204K |
| Blair William & Co. | 0.00% | No change | 6,124 | $192K |
| Harbour Investments, Inc. | 0.00% | Add +3.4% | 5,887 | $184K |
| SouthState Bank Corp | 0.01% | Reduce -9.5% | 5,718 | $179K |
| Peachtree Investment Partners, LLC | 0.06% | Add +0.3% | 5,248 | $164K |
| Cornerstone Planning Group LLC | 0.02% | New | 4,665 | $163K |
| Rothschild Investment LLC | 0.01% | No change | 4,880 | $153K |
| Pflug Koory, LLC | 0.07% | Add +0.2% | 4,861 | $152K |
| UBS Group AG | 0.00% | Reduce -48.8% | 4,847 | $152K |
| Medallion Wealth Advisors, LLC | 0.05% | No change | 4,525 | $142K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 4,442 | $139K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.6% | 4,223 | $132K |
| Parallel Advisors, LLC | 0.00% | Add +1028.8% | 4,030 | $126K |
| TD Capital Management LLC | 0.01% | Add +0.3% | 4,019 | $126K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +7.6% | 3,544 | $123K |
| IFP Advisors, Inc | 0.00% | Add +0.0% | 3,892 | $122K |
| McIlrath & Eck, LLC | 0.01% | No change | 3,738 | $117K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 3,510 | $110K |
| AlphaCore Capital LLC | 0.00% | Reduce -13.2% | 3,292 | $103K |
| Vanguard Advisers Inc. | 0.00% | — | 2,919 | $91K |
| National Bank of Canada | 0.00% | No change | 2,572 | $81K |
| AE Wealth Management LLC | 0.00% | Add +341.5% | 2,212 | $69K |
| Strive Financial Group ,LLC | 0.04% | No change | 2,150 | $67K |
| Sound Income Strategies, LLC | 0.00% | Add +53.8% | 2,009 | $63K |
| Angeles Wealth Management, LLC | 0.00% | New | 2,000 | $63K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 1,600 | $50K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,551 | $49K |
| Dorato Capital Management | 0.03% | No change | 1,200 | $39K |
| Key Financial Inc | 0.01% | No change | 1,179 | $37K |
| Breakwater Investment Management | 0.01% | No change | 1,174 | $37K |
| Arlington Trust Co LLC | 0.00% | No change | 1,100 | $34K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -69.7% | 1,064 | $33K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 1,000 | $31K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 954 | $30K |
| Lodestone Wealth Management LLC | 0.01% | No change | 846 | $27K |
| Archer Investment Corp | 0.01% | New | 837 | $26K |
| GHP Investment Advisors, Inc. | 0.00% | Add +0.2% | 829 | $26K |
| Crews Bank & Trust | 0.00% | No change | 826 | $26K |
| Costello Asset Management, INC | 0.01% | Add +0.1% | 818 | $26K |
| Bernard Wealth Management Corp. | 0.01% | No change | 750 | $23K |
| Blue Trust, Inc. | 0.00% | Reduce -50.3% | 746 | $23K |
| Assetmark, Inc. | 0.00% | No change | 681 | $21K |
| Bogart Wealth, LLC | 0.00% | No change | 624 | $20K |
| Kilter Group LLC | 0.01% | Add +4.2% | 623 | $20K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 600 | $19K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +3.2% | 553 | $17K |
| Bell Investment Advisors, Inc | 0.00% | Add +0.4% | 516 | $16K |
| Capital Analysts, LLC | 0.00% | Add +0.2% | 511 | $16K |
| Advisory Services Network, LLC | 0.00% | New | 500 | $16K |
| NewEdge Advisors, LLC | 0.00% | Reduce -72.7% | 461 | $14K |
| Cwm, LLC | 0.00% | Add +0.2% | 428 | $13K |
| Smartleaf Asset Management LLC | 0.00% | No change | 440 | $13K |
| RHL Group, LLC | 0.01% | New | 413 | $13K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 412 | $13K |
| VSM Wealth Advisory, LLC | 0.00% | Add +0.3% | 406 | $13K |
| Howe & Rusling Inc. | 0.00% | Add +19.5% | 405 | $13K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 400 | $13K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 394 | $12K |
| Nalls Sherbakoff Group, LLC | 0.01% | No change | 326 | $10K |
| Clayton Financial Group LLC | 0.01% | Add +0.3% | 308 | $10K |
| Signaturefd, LLC | 0.00% | No change | 301 | $9K |
| DB Fitzpatrick & Co, Inc | 0.01% | Add +23.6% | 236 | $7K |
| Armor Investment Advisors, LLC | 0.00% | Add +72.6% | 233 | $7K |
| Quaker Wealth Management, LLC | 0.00% | No change | 210 | $7K |
| Geneos Wealth Management Inc. | 0.00% | No change | 200 | $6K |
| Game Plan Financial Advisors, LLC | 0.00% | Reduce -7.4% | 187 | $6K |
| Root Financial Partners, LLC | 0.00% | New | 153 | $5K |
| Anfield Capital Management, LLC | 0.00% | No change | 134 | $4K |
| Group One Trading LLC | 0.00% | New | 100 | $3K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 80 | $3K |
| Hantz Financial Services, Inc. | 0.00% | New | 71 | $2K |
| Advisortrust Partners, LLC | 0.00% | New | 60 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 50 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | Add +2.5% | 41 | $1K |
| Citigroup Inc. | 0.00% | New | 28 | $877 |
| Integrity Financial Corp | 0.00% | No change | 20 | $627 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 20 | $627 |
| Robinswood Financial LLC | 0.00% | No change | 2 | $84 |
| Wells Fargo & Company | 0.00% | Reduce -99.8% | 2 | $75 |
| Financial Consulate, Inc. | 0.00% | Reduce -99.7% | 1 | $32 |
"% of holder's portfolio" is SCHK's weight in each manager's 13F, not the share of Schwab 1000 Index ETF the manager owns.