DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
SCHK

SCHWAB 1000 INDEX ETF

284 institutions still hold SCHWAB 1000 INDEX ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808524722·Exchange Traded Fund·284 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$2.7B
visible holders
Holders
284
filers reporting
Concentration
56.46%
Financial Engines Advisors L.L.C. #1
top holder share
AI Holders Summary · Q2 2026

284 institutions reported SCHK in Q2 2026. Financial Engines Advisors L.L.C. leads at 56.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Financial Engines Advisors L.L.C.
CIK 0001420473
$1.5B41.9M2.68%Q2 2026
02
ARMSTRONG ADVISORY GROUP, INC
CIK 0001932952
$235M6.5M14.31%Q2 2026
03
Legacy Wealth Management, Inc
CIK 0001488921
$211M5.8M11.03%Q2 2026
04
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$174M4.8M0.02%Q2 2026
05
Creative Planning
CIK 0001540235
$139M3.9M0.08%Q2 2026
06
Warwick Investment Management, Inc.
CIK 0001931041
$129M3.6M14.51%Q2 2026
07
WADDELL & ASSOCIATES, LLC
CIK 0001776757
$77M2.1M3.83%Q2 2026
08
PENSION & WEALTH MANAGEMENT ADVISORS, INC.
CIK 0002145782
$47M1.3M12.73%Q2 2026
09
Plum Street Advisors, LLC
CIK 0002068236
$24M671K7.73%Q2 2026
10
Focus Partners Wealth
CIK 0001542153
$21M574K0.02%Q2 2026
11
FreeGulliver LLC
CIK 0002032561
$17M483K6.14%Q2 2026
12
Main Street Financial Solutions, LLC
CIK 0001763350
$17M466K1.08%Q2 2026
13
Mariner, LLC
CIK 0001373442
$16M450K0.02%Q2 2026
14
Lighthouse Wealth Management Inc.
CIK 0002042810
$14M378K8.46%Q2 2026
15
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
CIK 0002044324
$9M258K1.22%Q2 2026
16
LPL Financial LLC
CIK 0001403438
$9M248K0.00%Q2 2026
17
Blake Schutter Theil Wealth Advisors, LLC
CIK 0002042011
$7M190K4.64%Q2 2026
18
Cerity Partners LLC
CIK 0001566475
$7M186K0.01%Q2 2026
19
NorthRock Partners, LLC
CIK 0001632097
$6M171K0.09%Q2 2026
20
BANK OF AMERICA CORP /DE/
CIK 0000070858
$6M159K0.00%Q2 2026
Page 1 of 15
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Insiders at SCHWAB 1000 INDEX ETF
Raskin Zvi NNeugroschl AriSchick AllenSlovin JeffreyStone MichaelHood William KMandelkern StanRosenberg Stephen