SCHWAB 1000 INDEX ETF (SCHK) Institutional Ownership Changes & 13F Activity
SCHWAB 1000 INDEX ETF (SCHK). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Financial Engines Advisors L.L.C., Charles Schwab Investment Management Inc, Cerity Partners Llc, Plum Street Advisors, Llc, and Flow Traders U.S. Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -3,873 | -31.2% | 8,522 | $307.30K | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Buy | +5 | +0.0% | 11,119 | $400.95K | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +4,984 | — | 4,984 | $179.72K | Q2 2026 | Sep 04, 2026 |
| Corient Private Wealth Llc | Sell | -14,383 | -33.7% | 28,252 | $1.02M | Q2 2026 | Aug 27, 2026 |
| Mercer Global Advisors Inc | Sell | -2,623 | -20.2% | 10,347 | $373.10K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -340 | -2.2% | 15,203 | $548.24K | Q2 2026 | Aug 18, 2026 |
| Pure Financial Advisors, Llc | Buy | +6,020 | — | 6,020 | $217.08K | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -724 | -3.7% | 18,598 | $670.65K | Q2 2026 | Aug 17, 2026 |
| Financial Engines Advisors L.L.C. | Sell | -1,689,886 | -3.9% | 41,923,365 | $1.51B | Q2 2026 | Aug 14, 2026 |
| Charles Schwab Investment Management Inc | Buy | +1,386,094 | +40.2% | 4,837,047 | $174.42M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +68,633 | +58.7% | 185,500 | $6.69M | Q2 2026 | Aug 14, 2026 |
| Flow Traders U.S. Llc | Buy | +17,226 | — | 17,226 | $621.00K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -14,898 | -8.6% | 158,842 | $5.73M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +9,684 | +59.6% | 25,936 | $935.25K | Q2 2026 | Aug 14, 2026 |
| Bawa N Mallick Trust | Buy | +7,636 | +10.9% | 77,416 | $2.79M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Securities, Llc | Buy | +6,709 | — | 6,709 | $241.93K | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +2,157 | +9.7% | 24,509 | $883.80K | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Buy | +1,109 | — | 1,109 | $39.99K | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | Buy | +994 | +93.4% | 2,058 | $74.21K | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Sell | -890 | -5.8% | 14,451 | $521.09K | Q2 2026 | Aug 14, 2026 |
| Mcguire Capital Advisors Inc | Buy | +800 | — | 800 | $28.85K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +755 | +3.5% | 22,458 | $809.87K | Q2 2026 | Aug 14, 2026 |
| Guardian Wealth Advisors, Llc / Nc | Buy | +523 | +0.7% | 77,113 | $2.78M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +151 | +1.3% | 11,338 | $408.00K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -85 | -0.2% | 34,973 | $1.26M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +60 | +3000.0% | 62 | $2.23K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +48 | — | 48 | $1.70K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +3 | — | 3 | $108.00 | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +3 | +0.0% | 109,552 | $3.95M | Q2 2026 | Aug 14, 2026 |
| Plum Street Advisors, Llc | Sell | -49,984 | -6.9% | 670,890 | $24.19M | Q2 2026 | Aug 13, 2026 |
Frequently asked questions about SCHK activity
Which institutional owners are buying SCHK?
Institutional owners buying SCHK include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SCHK activity?
"Buy" means an investor increased their reported position in SCHK compared to the prior reporting period. This reflects growing exposure to SCHWAB 1000 INDEX ETF (SCHK) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SCHK increasing?
Institutional interest in SCHK can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.