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SCHK · Schwab 1000 Index ETF ETF

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$37.14 -0.13 (-0.35%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 3
Total Value: $5,397,532
Total Shares: 149,682

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 3 13F filers · Δ vs Mar 31, 2026
Top Holder
77.8%
Sep 2023 → Jun 2026 · range 0.0% – 77.8%
+18.1 pts
Top 5
100.0%
Sep 2023 → Jun 2026 · range 0.0% – 100.0%
+17.1 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 0.0% – 100.0%
+8.5 pts
HHI
6,419
Sep 2023 → Jun 2026 · range 0 – 6,419
Highly concentrated+2,685

Quarterly Activity

vs Mar 31, 2026
New
1
Increased
1
Decreased
1
Sold Out
233
Unchanged
0
Holder count: -232
Institutional value: -99.8%
Shares held: -99.8%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Principia Wealth Advisory, LLC +106,676 116,446

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Corient Private Wealth LLC −14,383 28,252

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Parkside Financial Bank & Trust 4,984 $179,723

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Financial Engines Advisors L.L.C. 43,613,251 $1,366,403,153
Legacy Wealth Management, LLC 6,000,541 $187,996,949
Creative Planning 3,899,148 $122,160,306
Warwick Investment Management, Inc. 3,580,579 $112,179,540
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3,450,953 $108,118,357
Filter: New 1 Increased 1 Reduced 1 Sold out 233 Unchanged 0
Showing 3 of 3
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Principia Wealth Advisory, LLC SCHK $4,199,042 77.80% 116,446
Corient Private Wealth LLC SCHK $1,018,767 18.87% 28,252
Parkside Financial Bank & Trust SCHK $179,723 3.33% 4,984