SCHK

Schwab 1000 Index ETF

-$86.7M

Net Activity

Institutions Holding

235

Popularity Rank

#2523

Avg Weight

0.34%

Total Value

$2.3B

Ownership Trend

235 institutions currently hold SCHK, with 115 net buyers and 73 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

73

Net Buying Institutions

115

Key Holders

Key Holders

Top 5 by Value

FE
Financial Engines Advisors L.L.C.
$1.4B
LW
Legacy Wealth Management, LLC
$188.0M
CP
Creative Planning
$122.2M
WI
Warwick Investment Management, Inc.
$112.2M
CS
Charles Schwab Investment Management INC
$108.1M

Top 5 by Conviction

WI
Warwick Investment Management, Inc.
16.26%
LW
Legacy Wealth Management, LLC
10.96%
LW
Lighthouse Wealth Management Inc.
8.34%
PS
Plum Street Advisors, LLC
7.82%
AA
Armstrong Advisory Group, INC
5.21%
View all 235 holding institutions

Quarterly Activity

Recent Activity

+$460.9M

Total Buy Value

$1.9B

Total Sell Value

New buy24
Trim53
Add91
Sold out20

115

Net Buyers

73

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding SCHWAB 1000 INDEX ETF (SCHK)?
Major stakeholders currently include Financial Engines Advisors L.L.C. ($1.4B), Legacy Wealth Management, LLC ($188.0M), Creative Planning ($122.2M). Based on the latest 13F filings, there are a total of 235 tracked investment funds and institutions maintaining positions in SCHK.
What is the overall institutional sentiment toward SCHK recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $86.7M, driven by 115 managers accumulating shares while 73 reduced their exposure.
Which institutions have been selling or reducing their SCHK positions?
In the latest period, 53 funds trimmed their holdings, and 20 managers completely exited their positions. The aggregate reported sell value was $1.9B.
Are there any notable investors adding SCHK to their portfolios?
Yes, buying activity remains notable. 24 institutions opened new positions in {ticker}, and 91 existing holders added to their shares. The total reported buy value for the quarter amounted to $460.9M.

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