SCHWAB 1000 INDEX ETF (SCHK) Institutional Shareholders
SCHWAB 1000 INDEX ETF (SCHK) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.50B in SCHK holdings during the latest filing period.
Financial Engines Advisors L.L.C. is currently the largest disclosed institutional shareholder of SCHK tracked by InsiderSet, reporting ownership valued at approximately $1.37B in its March 31, 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 $1.57B, representing an estimated gain of +14.91% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed SCHK value among the investors covered in this analysis. Major shareholders include Financial Engines Advisors L.L.C., Armstrong Advisory Group, Inc, Legacy Wealth Management, Llc, 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
249
Total Reported Value
$2.50B
Largest Holder
Financial Engines Advisors L.L.C.
Largest Position
$1.37B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
99
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. | 2.77% | 43,613,251 | $1,366,403,144 | $1,570,077,036 | +$203,673,892 | +14.91% | |
| Armstrong Advisory Group, Inc | 14.31% | 6,518,923 | $235,072,350 | $234,681,228 | -$391,122 | -0.17% | |
| Legacy Wealth Management, Llc | 11.03% | 5,848,312 | $210,890,118 | $210,539,232 | -$350,886 | -0.17% | |
| Warwick Investment Management, Inc. | 14.51% | 3,585,472 | $129,292,126 | $129,076,992 | -$215,134 | -0.17% | |
| Creative Planning | 0.08% | 3,899,148 | $122,160,297 | $140,369,328 | +$18,209,031 | +14.91% | |
| Charles Schwab Investment Management Inc | 0.02% | 3,450,953 | $108,118,358 | $124,234,308 | +$16,115,950 | +14.91% | |
| Waddell & Associates, Llc | 3.83% | 2,144,798 | $77,341,402 | $77,212,728 | -$128,674 | -0.17% | |
| Plum Street Advisors, Llc | 7.82% | 720,874 | $22,584,974 | $25,951,464 | +$3,366,490 | +14.91% | |
| Focus Partners Wealth | 0.02% | 477,541 | $14,961,381 | $17,191,476 | +$2,230,095 | +14.91% | |
| Mariner, Llc | 0.02% | 449,173 | $14,072,587 | $16,170,228 | +$2,097,641 | +14.91% | |
| Lighthouse Wealth Management Inc. | 8.46% | 378,027 | $13,631,658 | $13,608,972 | -$22,686 | -0.17% | |
| Cornerstone Advisors Asset Management, Llc | 1.25% | 258,167 | $8,088,378 | $9,294,012 | +$1,205,634 | +14.91% | |
| Lpl Financial Llc | 0.00% | 246,307 | $7,716,789 | $8,867,052 | +$1,150,263 | +14.91% | |
| Blake Schutter Theil Wealth Advisors, Llc | 4.64% | 190,089 | $6,854,609 | $6,843,204 | -$11,405 | -0.17% | |
| Northrock Partners, Llc | 0.09% | 175,317 | $5,492,710 | $6,311,412 | +$818,702 | +14.91% | |
| Bank Of America Corp | 0.00% | 173,740 | $5,443,274 | $6,254,640 | +$811,366 | +14.91% | |
| Freegulliver Llc | 1.94% | 146,686 | $4,595,672 | $5,280,696 | +$685,024 | +14.91% | |
| Hbk Sorce Advisory Llc | 0.09% | 124,797 | $4,426,550 | $4,492,692 | +$66,142 | +1.49% | |
| Susquehanna International Group, Llp | 0.01% | 135,910 | $4,258,060 | $4,892,760 | +$634,700 | +14.91% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 116,778 | $4,250,707 | $4,204,008 | -$46,699 | -1.10% | |
| Donor Advised Charitable Giving, Inc. | 0.09% | 115,563 | $4,167,202 | $4,160,268 | -$6,934 | -0.17% | |
| Blue Sky Capital Consultants Group, Inc. | 1.84% | 123,125 | $3,857,498 | $4,432,500 | +$575,002 | +14.91% | |
| Cerity Partners Llc | 0.01% | 116,867 | $3,661,462 | $4,207,212 | +$545,750 | +14.91% | |
| Mai Capital Management | 0.02% | 109,549 | $3,432,179 | $3,943,764 | +$511,585 | +14.91% | |
| Signature Estate & Investment Advisors Llc | 0.06% | 93,749 | $3,380,588 | $3,374,964 | -$5,624 | -0.17% | |
| Us Bancorp \De\ | 0.00% | 106,137 | $3,325,272 | $3,820,932 | +$495,660 | +14.91% | |
| Orser Capital Management, Llc | 1.50% | 83,747 | $3,019,917 | $3,014,892 | -$5,025 | -0.17% | |
| Fiduciary Financial Group, Llc | 0.34% | 82,447 | $2,973,028 | $2,968,092 | -$4,936 | -0.17% | |
| Wescott Financial Advisory Group, Llc | 0.25% | 90,988 | $2,850,654 | $3,275,568 | +$424,914 | +14.91% | |
| Crusonia Wealth Advisors Llc | 0.46% | 77,899 | $2,809,038 | $2,804,364 | -$4,674 | -0.17% | |
| Morgan Stanley | 0.00% | 87,526 | $2,742,246 | $3,150,936 | +$408,690 | +14.90% | |
| Fmr Llc | 0.00% | 86,223 | $2,701,352 | $3,104,028 | +$402,676 | +14.91% | |
| Captrust Financial Advisors | 0.00% | 79,672 | $2,496,133 | $2,868,192 | +$372,059 | +14.91% | |
| Cetera Investment Advisers | 0.00% | 78,284 | $2,452,628 | $2,818,224 | +$365,596 | +14.91% | |
| Aptus Capital Advisors, Llc | 0.02% | 76,590 | $2,399,565 | $2,757,240 | +$357,675 | +14.91% | |
| Guardian Wealth Advisors, Llc / Nc | 0.15% | 76,590 | $2,399,565 | $2,757,240 | +$357,675 | +14.91% | |
| Visionary Wealth Advisors | 0.10% | 72,508 | $2,271,668 | $2,610,288 | +$338,620 | +14.91% | |
| Kohmann Bosshard Financial Services, Llc | 0.19% | 61,008 | $2,199,950 | $2,196,288 | -$3,662 | -0.17% | |
| Bawa N Mallick Trust | 0.90% | 69,780 | $2,186,207 | $2,512,080 | +$325,873 | +14.91% | |
| Mml Investors Services, Llc | 0.01% | 67,556 | $2,116,525 | $2,432,016 | +$315,491 | +14.91% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 54,083 | $1,694,406 | $1,946,988 | +$252,582 | +14.91% | |
| Sherrill & Hutchins Financial Advisory, Inc | 0.80% | 46,325 | $1,670,476 | $1,667,700 | -$2,776 | -0.17% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.02% | 43,505 | $1,568,795 | $1,566,180 | -$2,615 | -0.17% | |
| Gemmer Asset Management Llc | 0.10% | 41,222 | $1,486,475 | $1,483,992 | -$2,483 | -0.17% | |
| Richardson Capital Management Llc | 0.61% | 39,620 | $1,428,712 | $1,426,320 | -$2,392 | -0.17% | |
| Diversified Trust Co | 0.02% | 39,576 | $1,427,110 | $1,424,736 | -$2,374 | -0.17% | |
| Everhart Financial Group, Inc. | 0.09% | 39,519 | $1,425,053 | $1,422,684 | -$2,369 | -0.17% | |
| Wolfstich Capital, Llc | 1.07% | 86,462 | $1,388,582 | $3,112,632 | +$1,724,050 | +124.16% | |
| Lido Advisors, Llc | 0.01% | 42,798 | $1,340,879 | $1,540,728 | +$199,849 | +14.90% | |
| Corient Private Wealth Llc | 0.00% | 42,635 | $1,335,754 | $1,534,860 | +$199,106 | +14.91% |
Frequently asked questions about SCHK
Who owns the most SCHK stock?
The largest holders of SCHK are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SCHWAB 1000 INDEX ETF (SCHK).
Is SCHK widely held by superinvestors?
Many widely followed stocks like SCHK appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SCHK is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.