Schwab 1000 Index ETFSCHKETF

13F holders, Q2 2026 (June 30)
268holders +28
46new positions
14sold out
2famous investors
$36.04avg. 13F price*

At the end of Q2 2026, 268 institutions reported holding Schwab 1000 Index ETF (SCHK) in their 13F filings, up 28 from Q1 2026. 46 opened new positions and 14 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.5B), Armstrong Advisory Group, Inc. ($235.1M) and Legacy Wealth Management, LLC ($210.9M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Schwab 1000 Index ETF
CUSIP
808524722
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 154Q1 2024Q2 2024: 162Q2 2024Q3 2024: 171Q3 2024Q4 2024: 189Q4 2024Q1 2025: 196Q1 2025Q2 2025: 217Q2 2025Q3 2025: 225Q3 2025Q4 2025: 235Q4 2025Q1 2026: 240Q1 2026Q2 2026: 268Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions46$15.3M
Exits14$7.0M

All 13F filers, Q1 2026 → Q2 2026: 6,673,055 shares bought and 2,597,407 shares sold, net +4,075,648 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 268 holders

Financial Engines Advisors L.L.C. 2.68% Reduce -3.9% 41,923,365 $1.5B
Armstrong Advisory Group, Inc. 14.31% Add +163.1% 6,518,923 $235.1M
Legacy Wealth Management, LLC 11.03% Reduce -2.5% 5,848,312 $210.9M
Charles Schwab Investment Management Inc. 0.02% Add +40.2% 4,837,047 $174.4M
Creative Planning 0.08% Reduce -1.2% 3,852,974 $138.9M
Warwick Investment Management, Inc. 14.51% Add +0.1% 3,585,472 $129.3M
Waddell & Associates, LLC 3.83% Add +0.2% 2,144,798 $77.3M
Pension & Wealth Management Advisors, Inc. 12.73% Reduce -2.8% 1,308,887 $47.2M
Plum Street Advisors, LLC 7.73% Reduce -6.9% 670,890 $24.2M
Focus Partners Wealth 0.02% Add +20.2% 573,808 $20.7M
FreeGulliver LLC 6.14% Add +229.3% 483,033 $17.4M
Main Street Financial Solutions, LLC 1.08% Add +3.8% 466,270 $16.8M
Mariner, LLC 0.02% Add +0.2% 450,207 $16.2M
Lighthouse Wealth Management Inc. 8.46% Reduce -3.5% 378,027 $13.6M
Cornerstone Advisors Asset Management, LLC 1.22% Add +0.1% 258,451 $9.3M
LPL Financial LLC 0.00% Add +0.5% 247,609 $8.9M
Blake Schutter Theil Wealth Advisors, LLC 4.64% No change 190,089 $6.9M
Cerity Partners LLC 0.01% Add +58.7% 185,500 $6.7M
NorthRock Partners, LLC 0.09% Reduce -2.4% 171,106 $6.2M
Bank of America Corp. 0.00% Reduce -8.6% 158,842 $5.7M
HBK Sorce Advisory LLC 0.09% No change 124,797 $4.6M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -6.1% 116,778 $4.3M
Principia Wealth Advisory, LLC 2.10% Add +1091.9% 116,446 $4.2M
Donor Advised Charitable Giving, Inc. 0.09% Reduce -1.4% 115,563 $4.2M
MAI Capital Management 0.01% Add +0.0% 109,552 $4.0M
US Bancorp \de 0.00% Reduce -0.9% 105,150 $3.8M
Visionary Wealth Advisors 0.15% Add +41.6% 102,670 $3.7M
Wescott Financial Advisory Group, LLC 0.26% Add +3.1% 93,807 $3.4M
Signature Estate & Investment Advisors LLC 0.06% Reduce -57.0% 93,749 $3.4M
Captrust Financial Advisors 0.00% Add +10.9% 88,333 $3.2M
Morgan Stanley 0.00% Reduce -0.6% 87,022 $3.1M
FMR LLC 0.00% Reduce -0.9% 85,404 $3.1M
Orser Capital Management, LLC 1.50% Add +2.4% 83,747 $3.0M
Fiduciary Financial Group, LLC 0.34% Add +100.2% 82,447 $3.0M
Cetera Investment Advisers 0.00% Add +4.5% 81,847 $3.0M
Crusonia Wealth Advisors LLC 0.46% Reduce -0.7% 77,899 $2.8M
Bawa N Mallick Trust 0.90% Add +10.9% 77,416 $2.8M
Guardian Wealth Advisors, LLC / NC 0.16% Add +0.7% 77,113 $2.8M
Aptus Capital Advisors, LLC 0.02% Add +0.7% 77,113 $2.8M
MML Investors Services, LLC 0.01% Add +3.3% 69,794 $2.5M
Kohmann Bosshard Financial Services, LLC 0.19% No change 61,008 $2.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +8.3% 58,554 $2.1M
WESPAC Advisors, LLC 1.00% New 57,078 $2.1M
BlackRock, Inc. 0.00% Add +70.1% 54,381 $2.0M
Renaissance Technologies 0.00% New 49,000 $1.8M
Sherrill & Hutchins Financial Advisory, Inc 0.80% Add +0.0% 46,325 $1.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +0.5% 43,505 $1.6M
Gemmer Asset Management LLC 0.10% Add +3.0% 41,222 $1.5M
Richardson Capital Management LLC 0.61% Reduce -1.0% 39,620 $1.4M
Diversified Trust Co. 0.02% No change 39,576 $1.4M
Everhart Financial Group, Inc. 0.09% Add +0.4% 39,519 $1.4M
Lido Advisors, LLC 0.01% Reduce -9.9% 38,554 $1.4M
Wolfstich Capital, LLC 1.07% Reduce -20.3% 86,462 $1.4M
Stifel Financial Corp. 0.00% Add +6.0% 38,470 $1.4M
HighTower Advisors, LLC 0.00% Add +13.0% 37,873 $1.4M
Curry Webb Wealth Management LLC 0.57% Reduce -13.9% 37,863 $1.4M
Blue Sky Capital Consultants Group, Inc. 0.57% Reduce -69.9% 37,069 $1.3M
Catalyst Investment Management LLC 1.21% Add +2.3% 36,986 $1.3M
SigFig Wealth Management, LLC 0.03% Reduce -7.9% 35,494 $1.3M
Clearstead Advisors, LLC 0.01% Reduce -0.4% 35,009 $1.3M
Raymond James Financial Inc. 0.00% Reduce -0.2% 34,973 $1.3M
Opulen Financial Group LLC 0.79% Add +6.2% 34,672 $1.3M
BIP Wealth, LLC 0.03% New 33,221 $1.2M
Sanctuary Advisors, LLC 0.01% Add +0.0% 30,670 $1.1M
Avant Capital LLC 0.68% Reduce -0.4% 30,085 $1.1M
Johnson Investment Counsel Inc. 0.01% Reduce -0.9% 29,021 $1.0M
Corient Private Wealth LP 0.00% Reduce -33.7% 28,252 $1.0M
Elevation Wealth Partners, LLC 0.30% Reduce -7.1% 28,107 $1.0M
Farther Finance Advisors, LLC 0.01% Add +4.4% 27,884 $1.0M
Arax Advisory Partners 0.01% Add +99.4% 27,038 $975K
Rwa Wealth Partners, LLC 0.01% New 26,739 $964K
One Capital Management, LLC 0.03% No change 30,673 $961K
Veracity Capital LLC 0.25% New 26,143 $943K
Brown Advisory Inc. 0.00% No change 26,000 $938K
Goldman Sachs Group Inc. 0.00% Add +59.6% 25,936 $935K
Merit Financial Group, LLC 0.01% Reduce -2.9% 25,270 $911K
Quantinno Capital Management LP 0.00% Add +4.3% 25,124 $906K
AQR Capital Management 0.00% Add +9.7% 24,509 $884K
R2 Capital Strategies, LLC 0.40% — 24,261 $875K
Collective Family Office LLC 0.18% Reduce -15.4% 24,176 $872K
Cambient Family Office, LLC 0.11% Reduce -0.0% 23,959 $864K
Kaizen Financial Strategies 0.34% Add +6.4% 23,760 $856K
Prime Capital Investment Advisors, LLC 0.01% No change 23,348 $842K
Old National Bancorp 0.02% No change 23,064 $832K
Ancora Advisors LLC 0.02% No change 22,916 $826K
Osaic Holdings, Inc. 0.00% Add +3.5% 22,458 $810K
Vise Technologies, Inc. 0.01% Add +30.6% 20,692 $746K
Operose Advisors LLC 0.14% New 20,553 $741K
Commonwealth Equity Services, LLC 0.00% Reduce -6.4% 20,320 $733K
Heartwood Wealth Advisors LLC 0.06% Add +27.2% 19,817 $715K
Lafayette Investments, Inc. 0.13% Add +0.3% 19,512 $704K
SMI Advisory Services, LLC 0.11% Reduce -2.3% 18,709 $679K
Equitable Holdings, Inc. 0.00% Reduce -3.8% 18,598 $671K
Fifth Third Bancorp 0.00% Reduce -3.7% 18,410 $664K
Crewe Advisors LLC 0.05% Add +3.3% 18,403 $664K
GAMMA Investing LLC 0.02% No change 18,364 $662K
McAdam, LLC 0.03% Reduce -39.1% 18,227 $657K
JPMorgan Chase & Co. 0.00% Reduce -64.1% 18,272 $654K
D L Carlson Investment Group Inc. 0.10% Add +0.3% 18,008 $649K
Flow Traders U.S. LLC 0.03% New 17,226 $621K
Pinion Investment Advisors, LLC 0.11% Add +0.3% 16,598 $599K
Chicago Partners Investment Group LLC 0.01% Add +0.6% 16,407 $584K
Alamar Capital Management, LLC 0.29% Add +0.2% 16,116 $581K
Waldron Private Wealth LLC 0.02% New 16,000 $577K
Associated Banc-Corp 0.01% No change 15,838 $571K
Beacon Pointe Advisors, LLC 0.00% Reduce -2.2% 15,203 $548K
Waverly Advisors, LLC 0.00% Reduce -5.8% 14,451 $521K
Welch Group, LLC 0.02% Add +0.3% 14,431 $520K
Stratos Wealth Advisors, LLC 0.03% Reduce -1.0% 14,337 $517K
HB Wealth Management, LLC 0.00% No change 14,010 $505K
Y-Intercept (Hong Kong) Ltd 0.01% New 13,521 $488K
Journey Advisory Group, LLC 0.04% New 13,250 $478K
Truist Financial Corp. 0.00% Add +0.3% 13,005 $469K
Blue Bell Private Wealth Management, LLC 0.06% Reduce -0.8% 12,388 $447K
PNC Financial Services Group, Inc. 0.00% No change 11,896 $429K
Allworth Financial LP 0.00% Reduce -17.0% 11,628 $419K
Brighton Jones LLC 0.01% Reduce -10.8% 11,409 $411K
Cardinal Point Capital Management ULC 0.02% New 11,400 $411K
Royal Bank of Canada 0.00% Add +1.4% 11,338 $408K
Verity & Verity, LLC 0.03% No change 11,250 $406K
Foundation Wealth Management, LLC\PA 0.12% New 11,206 $404K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% New 11,206 $404K
Leavell Investment Management, Inc. 0.01% Reduce -1.7% 11,135 $402K
Integrated Wealth Concepts LLC 0.00% Add +0.0% 11,119 $401K
Fulcrum Wealth Advisors, LLC 0.30% No change 10,862 $392K
Focus Partners Advisor Solutions, LLC 0.00% Add +0.0% 10,671 $385K
Mercer Global Advisors Inc. 0.00% Reduce -20.2% 10,347 $373K
Premier Private Wealth Management LLC 0.33% Reduce -13.0% 10,334 $373K
ARS Wealth Advisors Group, LLC 0.03% Add +0.3% 10,123 $365K
Meridian Wealth Management, LLC 0.01% Add +0.3% 9,733 $351K
KCM Investment Advisors LLC 0.01% No change 9,712 $350K
Kestra Advisory Services, LLC 0.00% Add +0.0% 9,702 $350K
Red Door Wealth Management, LLC 0.03% Reduce -0.1% 9,513 $343K
Professional Financial Solutions LLC 0.26% No change 9,287 $335K
UBS Group AG 0.00% Add +90.3% 9,223 $333K
RVW Wealth, LLC 0.02% No change 9,148 $330K
Kiley Juergens Wealth Management, LLC 0.05% Add +0.4% 9,120 $329K
Omega Financial Group, LLC 0.10% Add +0.2% 8,934 $322K
Van Cleef Asset Management,Inc 0.03% Reduce -1.6% 8,900 $321K
Composition Wealth, LLC 0.00% No change 8,876 $320K
Axxcess Wealth Management, LLC 0.01% Reduce -1.9% 8,836 $319K
Accredited Investors Inc. 0.01% Add +0.1% 8,753 $316K
Ironwood Financial, llc 0.05% Reduce -2.3% 8,547 $309K
Envestnet Asset Management Inc. 0.00% Reduce -31.3% 8,522 $307K
RFG Advisory, LLC 0.00% Reduce -3.7% 8,407 $303K
Kingswood Wealth Advisors, LLC 0.01% Reduce -7.4% 8,395 $303K
Brucke Financial, Inc. 0.13% Reduce -6.3% 8,383 $302K
Bouchey Financial Group, Ltd. 0.02% No change 8,378 $302K
Stevens Capital Partners 0.06% Reduce -35.1% 8,300 $299K
Sequoia Financial Advisors, LLC 0.00% Reduce -19.4% 8,278 $299K
Forvis Mazars Wealth Advisors, LLC 0.00% Add +0.3% 8,019 $289K
MCF Advisors LLC 0.01% No change 8,000 $288K
Bank of Montreal 0.00% Add +6.4% 7,996 $288K
EP Wealth Advisors, LLC 0.00% New 7,946 $287K
Cadent Capital Advisors, LLC 0.06% No change 7,800 $281K
Nuveen, LLC 0.00% New 7,798 $281K
Vestia Personal Wealth Advisors 0.11% Reduce -1.3% 7,661 $276K
Manchester Financial Inc. 0.05% No change 7,450 $269K
Spinnaker Trust 0.01% No change 7,244 $261K
Fortis Group Advisors, LLC 0.04% No change 7,016 $253K
Abound Wealth Management 0.05% No change 6,906 $249K
Lynx Investment Advisory 0.08% New 6,900 $249K
Adamsbrown Wealth Consultants LLC 0.05% Reduce -2.2% 6,853 $247K
Long Island Wealth Management, Inc. 0.10% No change 6,800 $245K
AssuredPartners Investment Advisors, LLC 0.02% Add +0.0% 6,797 $245K
Integrity Alliance, Llc. 0.01% New 6,767 $244K
Two Sigma Securities, LLC 0.02% New 6,709 $242K
Uptick Partners, LLC 0.04% No change 6,542 $236K
Element Wealth, LLC 0.09% No change 6,504 $235K
Evanson Financial, LLC 0.01% — 6,278 $226K
Grantvest Financial Group LLC 0.13% New 6,243 $225K
Calamos Advisors LLC 0.00% New 6,163 $222K
Blair William & Co. 0.00% No change 6,124 $221K
Pure Financial Advisors, LLC 0.00% New 6,020 $217K
Diversified Portfolios, Inc. 0.02% New 6,000 $216K
Westbourne Investment Advisors, Inc. 0.06% New 5,836 $210K
Forum Financial Management, LP 0.00% New 5,830 $210K
Perigon Wealth Management, LLC 0.00% New 5,801 $209K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -24.4% 5,760 $208K
SouthState Bank Corp 0.01% No change 5,718 $206K
Livet Wealth, LLC 0.12% New 5,685 $205K
Prosperity Consulting Group, LLC 0.01% Reduce -19.5% 5,671 $204K
Sterling Investment Advisors, Ltd. 0.03% New 5,638 $203K
Ignite Planners, LLC 0.03% New 5,582 $201K
Peachtree Investment Partners, LLC 0.06% Add +0.3% 5,262 $190K
Parkside Financial Bank & Trust 0.01% New 4,984 $180K
Rothschild Investment LLC 0.01% No change 4,880 $176K
Pflug Koory, LLC 0.07% Add +0.3% 4,874 $176K
Cornerstone Planning Group LLC 0.02% Add +0.3% 4,677 $168K
Register Financial Advisors LLC 0.05% New 4,645 $167K
Medallion Wealth Advisors, LLC 0.05% No change 4,525 $163K
IFP Advisors, Inc 0.00% Add +3.6% 4,033 $145K
Russell Investments Group, Ltd. 0.00% Reduce -6.3% 3,957 $143K
TIAA Wealth Investment Management LLC 0.00% New 3,681 $132K
Bartlett & Co. Wealth Management LLC 0.00% No change 3,544 $128K
Halbert Hargrove Global Advisors, LLC 0.01% No change 3,510 $127K
Global Retirement Partners, LLC 0.00% — 3,439 $124K
AlphaCore Capital LLC 0.00% No change 3,292 $119K
Harbour Investments, Inc. 0.00% Reduce -52.9% 2,776 $100K
Vanguard Advisers Inc. 0.00% Reduce -7.5% 2,699 $97K
National Bank of Canada 0.00% No change 2,572 $93K
Tower Research Capital LLC (TRC) 0.00% New 2,536 $91K
TD Capital Management LLC 0.01% Reduce -43.2% 2,283 $82K
AE Wealth Management LLC 0.00% Reduce -0.7% 2,197 $79K
REAP Financial Group, LLC 0.01% New 2,158 $78K
Strive Financial Group ,LLC 0.03% No change 2,150 $78K
Qube Research & Technologies Ltd 0.00% Add +93.4% 2,058 $74K
JFS Wealth Advisors, LLC 0.00% Add +385.0% 1,911 $69K
Capital Advisors, Ltd. LLC 0.01% No change 1,600 $58K
Atlantic Union Bankshares Corp 0.00% No change 1,551 $56K
International Assets Investment Management, LLC 0.00% New 1,216 $44K
Dorato Capital Management 0.03% No change 1,200 $44K
Key Financial Inc 0.01% No change 1,179 $43K
Breakwater Investment Management 0.01% No change 1,174 $42K
Larson Financial Group LLC 0.00% New 1,109 $40K
Arlington Trust Co LLC 0.00% No change 1,100 $40K
Steigerwald, Gordon & Koch Inc. 0.00% No change 1,000 $36K
Atlas Capital Advisors Inc. 0.00% No change 954 $34K
Costello Asset Management, INC 0.01% Add +9.2% 893 $32K
Blue Trust, Inc. 0.00% Add +16.8% 871 $31K
Lodestone Wealth Management LLC 0.01% No change 846 $31K
Crews Bank & Trust 0.00% No change 826 $30K
McGuire Capital Advisors Inc. 0.02% New 800 $29K
Bernard Wealth Management Corp. 0.01% No change 750 $27K
Assetmark, Inc. 0.00% No change 681 $25K
Armor Investment Advisors, LLC 0.01% Add +179.4% 651 $23K
Kilter Group LLC 0.01% Add +4.3% 650 $23K
Bogart Wealth, LLC 0.00% No change 624 $23K
Beacon Investment Advisory Services, Inc. 0.00% No change 600 $22K
GHP Investment Advisors, Inc. 0.00% Reduce -33.9% 548 $20K
Bell Investment Advisors, Inc 0.00% Add +0.2% 517 $19K
Capital Analysts, LLC 0.00% Add +0.4% 513 $18K
NewEdge Advisors, LLC 0.00% Add +0.2% 462 $17K
Smartleaf Asset Management LLC 0.00% No change 440 $16K
Steward Partners Investment Advisory, LLC 0.00% New 431 $16K
O'shaughnessy Asset Management, LLC 0.00% No change 412 $15K
VSM Wealth Advisory, LLC 0.00% Add +0.3% 407 $15K
Howe & Rusling Inc. 0.00% Add +0.3% 406 $15K
Federation des caisses Desjardins du Quebec 0.00% No change 400 $14K
Buck Wealth Strategies, LLC 0.00% New 359 $13K
Strategic Wealth Partners, Ltd. 0.00% Reduce -36.0% 354 $13K
Nalls Sherbakoff Group, LLC 0.01% No change 326 $12K
Midwest Capital Advisors, LLC 0.00% New 264 $10K
IMA Advisory Services, Inc. 0.00% New 248 $9K
DB Fitzpatrick & Co, Inc 0.01% No change 236 $9K
Whittier Trust Co. 0.00% New 226 $8K
Simplex Trading, LLC 0.00% New 226 $8K
RHL Group, LLC 0.01% Reduce -48.2% 214 $8K
Quaker Wealth Management, LLC 0.00% No change 210 $8K
Compass Financial Management LLC 0.00% — 206 $7K
Geneos Wealth Management Inc. 0.00% No change 200 $7K
Game Plan Financial Advisors, LLC 0.00% No change 187 $7K
Parallel Advisors, LLC 0.00% Reduce -95.6% 179 $6K
Cape Investment Advisory, Inc. 0.00% New 100 $4K
Group One Trading LLC 0.00% No change 100 $4K
Trifecta Capital Advisors, LLC 0.00% No change 80 $3K
Wells Fargo & Company 0.00% Add +3000.0% 62 $2K
Signature Resources Capital Management, LLC 0.00% No change 50 $2K
Jones Financial Companies LLLP 0.00% New 48 $2K
Mather Group, Llc. 0.00% New 41 $1K
Glen Eagle Advisors, LLC 0.00% No change 41 $1K
Citigroup Inc. 0.00% Reduce -14.3% 24 $865
Integrity Financial Corp 0.00% No change 20 $721
MassMutual Private Wealth & Trust, FSB 0.00% No change 20 $721
Fiduciary Financial Advisors 0.00% New 3 $108
Robinswood Financial LLC 0.00% No change 2 $97
Financial Consulate, Inc. 0.00% No change 1 $37
Signaturefd, LLC 0.00% Reduce -99.7% 1 $31

"% of holder's portfolio" is SCHK's weight in each manager's 13F, not the share of Schwab 1000 Index ETF the manager owns.