13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundDefensive growthQuality
SCHK

SCHWAB 1000 INDEX ETF

242 institutions still hold SCHWAB 1000 INDEX ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808524722·Exchange Traded Fund·242 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.6%
vs prior quarter
13F value held
$2.2B
47.0% inst. owned
of float
Holders
242
+74 QoQ
filers reporting
Activity
+50 / −104
+834 added · −737 reduced
this quarter
Concentration
63.02%
Financial Engines Advisors L.L.C. #1
top holder share
AI Holders Summary · Q1 2026

242 institutions reported SCHK in Q1 2026. Financial Engines Advisors L.L.C. leads at 63.0% of the visible book. +74 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Financial Engines Advisors L.L.C.
CIK 0001420473
$1.4B43.6M2.77%Q1 202602
Legacy Wealth Management, Inc
CIK 0001488921
$188M6.0M10.96%Q1 202603
Creative Planning
CIK 0001540235
$122M3.9M0.08%Q1 202604
Warwick Investment Management, Inc.
CIK 0001931041
$112M3.6M16.26%Q1 202605
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$108M3.5M0.02%Q1 202606
ARMSTRONG ADVISORY GROUP, INC
CIK 0001932952
$78M2.5M5.21%Q1 202607
WADDELL & ASSOCIATES, LLC
CIK 0001776757
$67M2.1M3.78%Q1 202608
Plum Street Advisors, LLC
CIK 0002068236
$23M721K7.82%Q1 202609
Focus Partners Wealth
CIK 0001542153
$16M477K0.02%Q4 202510
Mariner, LLC
CIK 0001373442
$14M449K0.02%Q1 202611
Main Street Financial Solutions, LLC
CIK 0001763350
$14M414K1.02%Q4 202512
Lighthouse Wealth Management Inc.
CIK 0002042810
$12M392K8.34%Q1 202613
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
CIK 0002044324
$8M258K1.25%Q1 202614
LPL Financial LLC
CIK 0001403438
$8M246K0.00%Q1 202615
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
CIK 0001079935
$7M218K0.14%Q1 202616
Blake Schutter Theil Wealth Advisors, LLC
CIK 0002042011
$6M190K4.85%Q1 202617
NorthRock Partners, LLC
CIK 0001632097
$5M175K0.09%Q1 202618
BANK OF AMERICA CORP /DE/
CIK 0000070858
$5M174K0.00%Q1 202619
FreeGulliver LLC
CIK 0002032561
$5M147K1.94%Q1 202620
HBK Sorce Advisory LLC
CIK 0001379995
$4M125K0.09%Q1 2026
Page 1 of 13
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