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 $2.63B 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 $1.51B 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 +0.69% 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
264
Total Reported Value
$2.63B
Largest Holder
Financial Engines Advisors L.L.C.
Largest Position
$1.51B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
65
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 | $1,522,237,383 | +$10,480,832 | +0.69% | |
| Armstrong Advisory Group, Inc | 14.31% | 6,518,923 | $235,072,350 | $236,702,094 | +$1,629,744 | +0.69% | |
| Legacy Wealth Management, Llc | 11.03% | 5,848,312 | $210,890,118 | $212,352,209 | +$1,462,091 | +0.69% | |
| Charles Schwab Investment Management Inc | 0.02% | 4,837,047 | $174,423,917 | $175,633,177 | +$1,209,260 | +0.69% | |
| Warwick Investment Management, Inc. | 14.51% | 3,585,472 | $129,292,126 | $130,188,488 | +$896,362 | +0.69% | |
| Waddell & Associates, Llc | 3.83% | 2,144,798 | $77,341,402 | $77,877,615 | +$536,213 | +0.69% | |
| Plum Street Advisors, Llc | 7.73% | 670,890 | $24,192,276 | $24,360,016 | +$167,740 | +0.69% | |
| Focus Partners Wealth | 0.02% | 573,808 | $20,691,538 | $20,834,968 | +$143,430 | +0.69% | |
| Freegulliver Llc | 6.14% | 483,033 | $17,418,188 | $17,538,928 | +$120,740 | +0.69% | |
| Mariner, Llc | 0.02% | 450,207 | $16,234,465 | $16,347,016 | +$112,551 | +0.69% | |
| Lighthouse Wealth Management Inc. | 8.46% | 378,027 | $13,631,658 | $13,726,160 | +$94,502 | +0.69% | |
| Cornerstone Advisors Asset Management, Llc | 1.22% | 258,451 | $9,319,754 | $9,384,356 | +$64,602 | +0.69% | |
| Lpl Financial Llc | 0.00% | 247,609 | $8,928,792 | $8,990,683 | +$61,891 | +0.69% | |
| Blake Schutter Theil Wealth Advisors, Llc | 4.64% | 190,089 | $6,854,609 | $6,902,132 | +$47,523 | +0.69% | |
| Cerity Partners Llc | 0.01% | 185,500 | $6,689,144 | $6,735,505 | +$46,361 | +0.69% | |
| Northrock Partners, Llc | 0.09% | 171,106 | $6,170,079 | $6,212,859 | +$42,780 | +0.69% | |
| Bank Of America Corp | 0.00% | 158,842 | $5,727,842 | $5,767,553 | +$39,711 | +0.69% | |
| Hbk Sorce Advisory Llc | 0.09% | 124,797 | $4,632,465 | $4,531,379 | -$101,086 | -2.18% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 116,778 | $4,250,707 | $4,240,209 | -$10,498 | -0.25% | |
| Donor Advised Charitable Giving, Inc. | 0.09% | 115,563 | $4,167,202 | $4,196,093 | +$28,891 | +0.69% | |
| Mai Capital Management | 0.02% | 109,552 | $3,950,435 | $3,977,833 | +$27,398 | +0.69% | |
| Us Bancorp \De\ | 0.00% | 105,150 | $3,791,709 | $3,817,997 | +$26,288 | +0.69% | |
| Visionary Wealth Advisors | 0.15% | 102,670 | $3,702,277 | $3,727,948 | +$25,671 | +0.69% | |
| Wescott Financial Advisory Group, Llc | 0.26% | 93,807 | $3,382,670 | $3,406,132 | +$23,462 | +0.69% | |
| Signature Estate & Investment Advisors Llc | 0.06% | 93,749 | $3,380,588 | $3,404,026 | +$23,438 | +0.69% | |
| Captrust Financial Advisors | 0.00% | 88,333 | $3,185,281 | $3,207,371 | +$22,090 | +0.69% | |
| Morgan Stanley | 0.00% | 87,022 | $3,138,067 | $3,159,769 | +$21,702 | +0.69% | |
| Fmr Llc | 0.00% | 85,404 | $3,079,674 | $3,101,019 | +$21,345 | +0.69% | |
| Orser Capital Management, Llc | 1.50% | 83,747 | $3,019,917 | $3,040,854 | +$20,937 | +0.69% | |
| Fiduciary Financial Group, Llc | 0.34% | 82,447 | $2,973,028 | $2,993,651 | +$20,623 | +0.69% | |
| Cetera Investment Advisers | 0.00% | 81,847 | $2,951,427 | $2,971,865 | +$20,438 | +0.69% | |
| Crusonia Wealth Advisors Llc | 0.46% | 77,899 | $2,809,038 | $2,828,513 | +$19,475 | +0.69% | |
| Bawa N Mallick Trust | 0.90% | 77,416 | $2,791,639 | $2,810,975 | +$19,336 | +0.69% | |
| Aptus Capital Advisors, Llc | 0.02% | 77,113 | $2,780,695 | $2,799,973 | +$19,278 | +0.69% | |
| Guardian Wealth Advisors, Llc / Nc | 0.16% | 77,113 | $2,780,695 | $2,799,973 | +$19,278 | +0.69% | |
| Mml Investors Services, Llc | 0.01% | 69,794 | $2,516,755 | $2,534,220 | +$17,465 | +0.69% | |
| Kohmann Bosshard Financial Services, Llc | 0.19% | 61,008 | $2,199,950 | $2,215,200 | +$15,250 | +0.69% | |
| Wespac Advisors, Llc | 1.00% | 57,078 | $2,058,247 | $2,072,502 | +$14,255 | +0.69% | |
| Blackrock, Inc. | 0.00% | 54,381 | $1,960,971 | $1,974,574 | +$13,603 | +0.69% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 49,000 | $1,766,940 | $1,779,190 | +$12,250 | +0.69% |
| Sherrill & Hutchins Financial Advisory, Inc | 0.80% | 46,325 | $1,670,476 | $1,682,061 | +$11,585 | +0.69% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.02% | 43,505 | $1,568,795 | $1,579,667 | +$10,872 | +0.69% | |
| Gemmer Asset Management Llc | 0.10% | 41,222 | $1,486,475 | $1,496,771 | +$10,296 | +0.69% | |
| Richardson Capital Management Llc | 0.61% | 39,620 | $1,428,712 | $1,438,602 | +$9,890 | +0.69% | |
| Diversified Trust Co | 0.02% | 39,576 | $1,427,110 | $1,437,005 | +$9,895 | +0.69% | |
| Everhart Financial Group, Inc. | 0.09% | 39,519 | $1,425,053 | $1,434,935 | +$9,882 | +0.69% | |
| Lido Advisors, Llc | 0.00% | 38,554 | $1,390,268 | $1,399,896 | +$9,628 | +0.69% | |
| Wolfstich Capital, Llc | 1.07% | 86,462 | $1,388,582 | $3,139,435 | +$1,750,853 | +126.09% | |
| Stifel Financial Corp | 0.00% | 38,470 | $1,387,228 | $1,396,846 | +$9,618 | +0.69% | |
| Curry Webb Wealth Management Llc | 0.57% | 37,863 | $1,365,344 | $1,374,806 | +$9,462 | +0.69% |
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.