Who Owns SCHK?
Schwab 1000 Index ETF — Institutional Ownership & 13F Holdings
$34.38
-0.01 (-0.03%)
Market Cap
$5.0B
Shares Outstanding
139,572,300
Institutional Holders
195
Total Inst. Value
$1.9B
% of Float Held
—
QoQ Holder Change
+85
Institutional data as of Q1 2025
New Positions
54
Closed Positions
23
Increased
57
Decreased
38
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | $1.3B | 46,971,859 |
| 2 | Legacy Wealth Management, Inc | $185.6M | 6,893,528 |
| 3 | Warwick Investment Management, Inc. | $109.9M | 4,082,418 |
| 4 | ARMSTRONG ADVISORY GROUP, INC | $74.5M | 2,633,266 |
| 5 | WADDELL & ASSOCIATES, LLC | $53.7M | 1,994,283 |
| 6 | Plum Street Advisors, LLCNew | $20.1M | 745,637 |
| 7 | GAMMA Investing LLC | $18.4M | 494,359 |
| 8 | Focus Partners Wealth | $13.1M | 485,542 |
| 9 | Blake Schutter Theil Wealth Advisors, LLC | $9.6M | 357,125 |
| 10 | Lighthouse Wealth Management Inc.New | $9.2M | 343,601 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| WADDELL & ASSOCIATES, LLC | +55K | $53.7M |
| Plum Street Advisors, LLCNew | +746K | $20.1M |
| GAMMA Investing LLC | +476K | $18.4M |
| Lighthouse Wealth Management Inc.New | +344K | $9.2M |
| Main Street Financial Solutions, LLC | +37K | $9.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Financial Engines Advisors L.L.C. | -744K | $1.3B |
| Warwick Investment Management, Inc. | -306K | $109.9M |
| Blake Schutter Theil Wealth Advisors, LLC | -264K | $9.6M |
| Legacy Wealth Management, Inc | -77K | $185.6M |
| RENAISSANCE TECHNOLOGIES LLC | -55K | $993K |
Famous Fund Managers
Related Stocks
Frequently Asked Questions
How many institutional investors hold SCHK?
As of Q1 2025, 195 institutional investors report holding SCHK (Schwab 1000 Index ETF) in their 13F filings.
Which hedge fund owns the most SCHK?
The largest institutional holder of SCHK is Financial Engines Advisors L.L.C. with $1.3B in shares.
Are institutions buying or selling SCHK?
This quarter, 54 institutions opened new positions in SCHK and 23 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.