SCHK Institutional Ownership & Shareholders
SCHWAB 1000 INDEX ETF (SCHK) is currently held by 268 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.65B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Financial Engines Advisors L.L.C. is currently the largest disclosed institutional shareholder of SCHK tracked by InsiderSet, reporting ownership valued at approximately $1.51B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.52B, representing an estimated gain of +0.75% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed SCHK value among the investors covered in this analysis. Major shareholders include Financial Engines Advisors L.L.C., Legacy Wealth Management, Llc, Armstrong Advisory Group, Inc, and several other long-term asset managers with concentrated positions in SCHWAB 1000 INDEX ETF (SCHK).
This page ranks the largest institutional SCHK shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
268
Total Reported Value
$2.65B
Largest Holder
Financial Engines Advisors L.L.C.
Largest Position
$1.51B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
59
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | 2.68% | 41,923,365 | $1,511,756,551 | $1,523,075,850 | +$11,319,299 | +0.75% | |
| Legacy Wealth Management, Llc | 11.06% | 5,724,705 | $209,867,689 | $207,978,533 | -$1,889,156 | -0.90% | |
| Armstrong Advisory Group, Inc | 12.33% | 5,586,285 | $204,793,192 | $202,949,734 | -$1,843,458 | -0.90% | |
| Charles Schwab Investment Management Inc | 0.02% | 4,837,047 | $174,423,917 | $175,729,918 | +$1,306,001 | +0.75% | |
| Waddell & Associates, Llc | 3.83% | 2,144,798 | $77,341,402 | $77,920,511 | +$579,109 | +0.75% | |
| Plum Street Advisors, Llc | 7.73% | 670,890 | $24,192,276 | $24,373,434 | +$181,158 | +0.75% | |
| Warwick Investment Management, Inc. | 2.38% | 566,518 | $20,768,550 | $20,581,599 | -$186,951 | -0.90% | |
| Focus Partners Wealth | 0.02% | 573,808 | $20,691,538 | $20,846,445 | +$154,907 | +0.75% | |
| Freegulliver Llc | 6.14% | 483,033 | $17,418,188 | $17,548,589 | +$130,401 | +0.75% | |
| Mariner, Llc | 0.02% | 450,207 | $16,234,465 | $16,356,020 | +$121,555 | +0.75% | |
| Lighthouse Wealth Management Inc. | 8.51% | 382,338 | $14,016,513 | $13,890,340 | -$126,173 | -0.90% | |
| Cornerstone Advisors Asset Management, Llc | 1.22% | 258,451 | $9,319,754 | $9,389,525 | +$69,771 | +0.75% | |
| Lpl Financial Llc | 0.00% | 247,609 | $8,928,792 | $8,995,635 | +$66,843 | +0.75% | |
| Blake Schutter Theil Wealth Advisors, Llc | 4.64% | 190,089 | $6,854,609 | $6,905,933 | +$51,324 | +0.75% | |
| Cerity Partners Llc | 0.01% | 185,500 | $6,689,144 | $6,739,215 | +$50,071 | +0.75% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 170,337 | $6,334,834 | $6,188,343 | -$146,491 | -2.31% | |
| Northrock Partners, Llc | 0.09% | 171,106 | $6,170,079 | $6,216,281 | +$46,202 | +0.75% | |
| Bank Of America Corp | 0.00% | 158,842 | $5,727,842 | $5,770,730 | +$42,888 | +0.75% | |
| Hbk Sorce Advisory Llc | 0.09% | 124,797 | $4,632,465 | $4,533,875 | -$98,590 | -2.13% | |
| Donor Advised Charitable Giving, Inc. | 0.08% | 115,563 | $4,236,540 | $4,198,404 | -$38,136 | -0.90% | |
| Mai Capital Management | 0.02% | 109,552 | $3,950,435 | $3,980,024 | +$29,589 | +0.75% | |
| Us Bancorp \De\ | 0.00% | 105,150 | $3,791,709 | $3,820,100 | +$28,391 | +0.75% | |
| Visionary Wealth Advisors | 0.15% | 102,670 | $3,702,277 | $3,730,001 | +$27,724 | +0.75% | |
| Signature Estate & Investment Advisors Llc | 0.06% | 94,900 | $3,479,041 | $3,447,717 | -$31,324 | -0.90% | |
| Versant Capital Management, Inc | 0.30% | 94,101 | $3,449,743 | $3,418,689 | -$31,054 | -0.90% | |
| Wescott Financial Advisory Group, Llc | 0.26% | 93,807 | $3,382,670 | $3,408,008 | +$25,338 | +0.75% | |
| Captrust Financial Advisors | 0.00% | 88,333 | $3,185,281 | $3,209,138 | +$23,857 | +0.75% | |
| Morgan Stanley | 0.00% | 87,022 | $3,138,067 | $3,161,509 | +$23,442 | +0.75% | |
| Fmr Llc | 0.00% | 85,404 | $3,079,674 | $3,102,727 | +$23,053 | +0.75% | |
| Orser Capital Management, Llc | 1.75% | 83,652 | $3,066,682 | $3,039,077 | -$27,605 | -0.90% | |
| Cetera Investment Advisers | 0.00% | 81,847 | $2,951,427 | $2,973,502 | +$22,075 | +0.75% | |
| Crusonia Wealth Advisors Llc | 0.43% | 77,769 | $2,851,012 | $2,825,348 | -$25,664 | -0.90% | |
| Fiduciary Financial Group, Llc | 0.33% | 76,907 | $2,819,407 | $2,794,031 | -$25,376 | -0.90% | |
| Bawa N Mallick Trust | 0.90% | 77,416 | $2,791,639 | $2,812,523 | +$20,884 | +0.75% | |
| Aptus Capital Advisors, Llc | 0.02% | 77,113 | $2,780,695 | $2,801,515 | +$20,820 | +0.75% | |
| Guardian Wealth Advisors, Llc / Nc | 0.16% | 77,113 | $2,780,695 | $2,801,515 | +$20,820 | +0.75% | |
| Mml Investors Services, Llc | 0.01% | 69,794 | $2,516,755 | $2,535,616 | +$18,861 | +0.75% | |
| Kohmann Bosshard Financial Services, Llc | 0.19% | 61,008 | $2,199,950 | $2,216,421 | +$16,471 | +0.75% | |
| Wespac Advisors, Llc | 1.07% | 57,786 | $2,118,433 | $2,099,365 | -$19,068 | -0.90% | |
| Opulen Financial Group Llc | 1.23% | 54,724 | $2,006,184 | $1,988,123 | -$18,061 | -0.90% | |
| Blackrock, Inc. | 0.00% | 54,381 | $1,960,971 | $1,975,662 | +$14,691 | +0.75% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 49,000 | $1,766,940 | $1,780,170 | +$13,230 | +0.75% |
| Blue Sky Capital Consultants Group, Inc. | 0.73% | 47,413 | $1,738,152 | $1,722,514 | -$15,638 | -0.90% | |
| Sherrill & Hutchins Financial Advisory, Inc | 0.82% | 46,063 | $1,688,683 | $1,673,469 | -$15,214 | -0.90% | |
| Farther Finance Advisors, Llc | 0.01% | 43,883 | $1,608,765 | $1,594,269 | -$14,496 | -0.90% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.02% | 43,115 | $1,580,606 | $1,566,368 | -$14,238 | -0.90% | |
| Gemmer Asset Management Llc | 0.10% | 41,389 | $1,517,317 | $1,503,662 | -$13,655 | -0.90% | |
| Everhart Financial Group, Inc. | 0.09% | 39,341 | $1,442,231 | $1,429,259 | -$12,972 | -0.90% | |
| Richardson Capital Management Llc | 0.59% | 39,336 | $1,442,071 | $1,429,077 | -$12,994 | -0.90% | |
| Diversified Trust Co | 0.02% | 39,576 | $1,427,110 | $1,437,796 | +$10,686 | +0.75% |
Frequently asked questions about SCHK
Who are the largest institutional holders of SCHK?
The largest institutional holders of SCHK reported in the latest SEC Form 13F filings include Financial Engines Advisors L.L.C., Legacy Wealth Management, Llc, Armstrong Advisory Group, Inc, Charles Schwab Investment Management Inc, and Waddell & Associates, Llc. InsiderSet ranks institutional holders by their latest reported SCHK position.
What is SCHK institutional ownership?
This page tracks SCHK positions reported by institutional investment managers through SEC Form 13F. SCHWAB 1000 INDEX ETF (SCHK) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SCHK?
InsiderSet currently tracks 268 institutional managers reporting SCHK holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SCHK shareholders.
How much SCHK stock do institutions own?
Institutional investment managers disclosed approximately $2.65B in SCHK holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SCHK institutional ownership last updated?
The latest SCHK institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SCHK holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SCHK position after the reporting date.
Are institutions buying or selling SCHK?
Institutional buying and selling can be analyzed by comparing SCHK positions across consecutive 13F reporting periods. InsiderSet's SCHK Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SCHK ownership changes.
How has SCHK institutional ownership changed over time?
InsiderSet tracks SCHK institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.