ETF Holders

Who owns SCHK?

US large cap

Schwab 1000 ETF · Schwab

269 institutions reported holding SCHK, worth $2.8B, in Form 13F filings for June 30, 2026.

13F holders
269
Institutional value
$2.8B
Change from prior quarter
+24.5%
+$559.9M, with price moves
New and sold-out firms
56 / 14
78 added, 66 trimmed

Top 10 institutional holders of SCHK

FirmLocationValueSharesChange
Financial Engines Advisors L.L.C.Santa Clara, CA$1.5B41,923,365−1,689,886 shares
Armstrong Advisory Group, Inc.Needham, MA$235.1M6,518,923+4,041,006 shares
Legacy Wealth Management, LLCMemphis, TN$210.9M5,848,312−152,229 shares
Charles Schwab Investment Management Inc.San Francisco, CA$174.4M4,837,047+1,386,094 shares
Creative PlanningOverland Park, KS$138.9M3,852,974−46,174 shares
Warwick Investment Management, Inc.Bryan, TX$129.3M3,585,472+4,893 shares
Waddell & Associates, LLCMemphis, TN$77.3M2,144,798+3,746 shares
Pension & Wealth Management Advisors, Inc.Waltham, MA$47.2M1,308,887New position
Plum Street Advisors, LLCNew Orleans, LA$24.2M670,890−49,984 shares
Focus Partners WealthSt Louis, MO$20.7M573,808+96,267 shares
259 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Compare what they hold: SCHK vs MSLC, SCHK vs VOOV, SCHK vs APUE, SCHK vs RSPT.

Frequently asked questions

Who owns SCHK?

269 institutional managers reported holding SCHK in Form 13F filings for June 30, 2026, worth $2.8B in total. The largest reported position was held by Financial Engines Advisors L.L.C., at $1.5B.

Did institutions buy or sell SCHK last quarter?

Reported 13F value rose 24.5% from March 31, 2026, which includes price moves as well as buying and selling. 56 firms reported a new position and 14 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is SCHK ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.