Who owns Schwab 1000 Index ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SCHK from SEC Form 13F filings across 269 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 269 institutions disclosed 78.9M shares of Schwab 1000 Index ETF worth $2.84B — about 49.8% of shares outstanding; the largest disclosed holder is Financial Engines Advisors L.L.C.. Source: SEC Form 13F filings, parsed by EvidInvest.
269
13F holders
$2.84B
value, 2026 filers
49.8%
of shares outstanding (78.9M sh)
58
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SCHK's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 41.9M | $1.51B | 2.7% | 26.5% | -3.9% |
| 2 | ARMSTRONG ADVISORY GROUP, INC | 6.5M | $235.1M | 14.3% | 4.1% | +163.1% |
| 3 | Legacy Wealth Management, LLC | 5.8M | $210.9M | 11.0% | 3.7% | -2.5% |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.8M | $174.4M | 0.0% | 3.1% | +40.2% |
| 5 | Creative Planning | 3.9M | $138.9M | 0.1% | 2.4% | -1.2% |
| 6 | Warwick Investment Management, Inc. | 3.6M | $129.3M | 14.5% | 2.3% | +0.1% |
| 7 | WADDELL & ASSOCIATES, LLC | 2.1M | $77.3M | 3.8% | 1.4% | +0.2% |
| 8 | PENSION & WEALTH MANAGEMENT ADVISORS, INC.NEW | 1.3M | $47.2M | 12.7% | 0.8% | new |
| 9 | Plum Street Advisors, LLC | 670,890 | $24.2M | 7.7% | 0.4% | -6.9% |
| 10 | Focus Partners Wealth | 573,808 | $20.7M | 0.0% | 0.4% | +20.2% |
| 11 | FreeGulliver LLC | 483,033 | $17.4M | 6.1% | 0.3% | +229.3% |
| 12 | Main Street Financial Solutions, LLCNEW | 466,270 | $16.8M | 1.1% | 0.3% | new |
| 13 | Mariner, LLC | 450,207 | $16.2M | 0.0% | 0.3% | +0.2% |
| 14 | Lighthouse Wealth Management Inc. | 378,027 | $13.6M | 8.5% | 0.2% | -3.5% |
| 15 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 258,451 | $9.3M | 1.2% | 0.2% | +0.1% |
| 16 | LPL Financial LLC | 247,609 | $8.9M | 0.0% | 0.2% | +0.5% |
| 17 | Blake Schutter Theil Wealth Advisors, LLC | 190,089 | $6.9M | 4.6% | 0.1% | 0.0% |
| 18 | Cerity Partners LLC | 185,500 | $6.7M | 0.0% | 0.1% | +58.7% |
| 19 | NorthRock Partners, LLC | 171,106 | $6.2M | 0.1% | 0.1% | -2.4% |
| 20 | BANK OF AMERICA CORP /DE/ | 158,842 | $5.7M | 0.0% | 0.1% | -8.6% |
| 21 | HBK Sorce Advisory LLC | 124,797 | $4.6M | 0.1% | 0.1% | 0.0% |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 116,778 | $4.3M | 0.0% | 0.1% | -6.1% |
| 23 | Principia Wealth Advisory, LLCNEW | 116,446 | $4.2M | 2.1% | 0.1% | new |
| 24 | Donor Advised Charitable Giving, Inc. | 115,563 | $4.2M | 0.1% | 0.1% | -1.4% |
| 25 | MAI Capital Management | 109,552 | $4.0M | 0.0% | 0.1% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.