Security record · archived quarter
SCHK
Schwab 1000 Index ETF · Financial Services · Asset Management
44Tracked holders
+1Δ holders
52.86MShares held
$1.73BReported value
+2New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +2.3% ·
share flow -0.4% ·
net new positions +2.3%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 170.34K | $6.33M | n/a | −1 |
| Q2 2026 | 48 | 0 | 53.45M | $1.93B | +4 | −5 |
| Q1 2026 | 50 | +6 | 53.83M | $1.69B | +9 | −3 |
| Q4 2025 | 44 | +1 | 52.86M | $1.73B | +2 | −1 |
| Q3 2025 | 6 | -1 | 461.56K | $14.83M | +1 | −2 |
| Q2 2025 | 4 | +1 | 300.43K | $8.96M | +2 | −1 |
| Q1 2025 | 2 | -2 | 46.18K | $1.24M | +1 | −3 |
| Q4 2024 | 4 | +3 | 546.70K | $15.48M | +3 | n/a |
| Q3 2024 | 1 | 0 | 23.10K | $1.28M | n/a | n/a |
| Q2 2024 | 1 | n/a | 34.50K | $1.81M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 43.68M | n/a | $1.43B | 2.7% | n/c | 1 | SEC ↗ |
| 2 | Charles Schwab Investment… | 3.48M | n/a | $114.06M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Creative Planning | 3.13M | n/a | $102.80M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 4 | Focus Partners Wealth | 477.31K | n/a | $15.66M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Mariner, LLC | 313.58K | n/a | $10.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 236.12K | n/a | $7.74M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 178.12K | n/a | $5.84M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Wealth Enhancement Advisory… | 146.26K | n/a | $4.88M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cerity Partners LLC | 118.31K | n/a | $3.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Us Bancorp \De\ | 108.95K | n/a | $3.57M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Lido Advisors, LLC | 108.65K | n/a | $3.49M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 85.63K | +5.7% | $2.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Fidelity (FMR) ✦ | 81.93K | 0.0% | $2.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Captrust Financial Advisors | 78.75K | n/a | $2.58M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 76.83K | n/a | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 70.10K | n/a | $2.30M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Renaissance Technologies ✦ | 50.80K | -54.5% | $1.67M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 18 | Raymond James Financial Inc | 45.33K | n/a | $1.49M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Northwestern Mutual Wealth… | 41.19K | n/a | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 40.54K | n/a | $1.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Corient Private Wealth LP | 34.92K | n/a | $1.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Stifel Financial Corp | 33.32K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 30.27K | n/a | $992,921 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Brown Advisory Inc | 26.00K | n/a | $852,800 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 25.48K | n/a | $835,630 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 21.98K | n/a | $720,878 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Quantinno Capital Management LP | 19.85K | n/a | $651,109 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 15.83K | -53.2% | $519,132 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 29 | Millennium Management ✦ | 15.61K | New | $511,942 | 0.0% | New | 1 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 14.91K | New | $489,031 | 0.0% | New | 1 | SEC ↗ |
| 31 | Mercer Global Advisors Inc /Adv | 12.41K | n/a | $407,072 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Royal Bank Of Canada | 11.32K | n/a | $371,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | BlackRock ✦ (passive) | 9.82K | -33.7% | $322,260 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | UBS Group AG | 9.46K | n/a | $310,190 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 7.51K | n/a | $246,220 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Tudor Investment Corp Et Al | 6.74K | n/a | $220,908 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Blair William & Co/Il | 6.12K | n/a | $200,867 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Russell Investments Group, Ltd. | 4.20K | n/a | $137,760 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Qube Research & Technologies Ltd | 3.51K | n/a | $115,161 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | National Bank Of Canada /Fi/ | 2.57K | n/a | $84,336 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 1.00K | n/a | $32,815 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 710 | n/a | $23,288 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Assetmark, Inc | 681 | n/a | $22,337 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Cwm, Llc | 427 | n/a | $14,000 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Millennium Management | $511,942 | 0.0% |
| AQR Capital Management | $489,031 | 0.0% |
Exited
| Goldman Sachs Group | $4.44M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 233 holders, 72.95M shares, $2.28B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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