Security record · archived quarter
SCHK
Schwab 1000 Index ETF · Financial Services · Asset Management
49Tracked holders
0Δ holders
53.49MShares held
$1.93BReported value
+4New positions
−4Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.6% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 49 | 0 | 53.49M | $1.93B | +4 | −4 |
| 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 | — |
| Q3 2024 | 1 | 0 | 23.10K | $1.28M | — | — |
| Q2 2024 | 1 | — | 34.50K | $1.81M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 41.92M | -3.9% | $1.51B | 2.7% | ▼ Trim | 3 | SEC ↗ |
| 2 | Charles Schwab Investment… | 4.84M | +40.2% | $174.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Creative Planning | 3.85M | -1.2% | $138.94M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 4 | Creative Planning | 3.85M | -1.2% | $138.94M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 5 | Focus Partners Wealth | 573.81K | +20.2% | $20.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Mariner, LLC | 450.21K | +0.2% | $16.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Mariner, LLC | 450.21K | +0.2% | $16.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 247.61K | +0.5% | $8.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Cerity Partners LLC | 185.50K | +58.7% | $6.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Cerity Partners LLC | 185.50K | +58.7% | $6.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 158.84K | -8.6% | $5.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 158.84K | -8.6% | $5.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 116.78K | -6.1% | $4.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Us Bancorp \De\ | 105.15K | -0.9% | $3.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Captrust Financial Advisors | 88.33K | +10.9% | $3.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 87.02K | -0.6% | $3.14M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 87.02K | -0.6% | $3.14M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 87.02K | -0.6% | $3.14M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 87.02K | -0.6% | $3.14M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 85.40K | -0.9% | $3.08M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 85.40K | -0.9% | $3.08M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 22 | Cetera Investment Advisers | 81.85K | +4.5% | $2.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 69.79K | +3.3% | $2.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 58.55K | +8.3% | $2.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | BlackRock ✦ (passive) | 54.38K | +70.1% | $1.96M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Renaissance Technologies ✦ | 49.00K | New | $1.77M | 0.0% | New | 1 | SEC ↗ |
| 27 | Lido Advisors, LLC | 38.55K | -9.9% | $1.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Stifel Financial Corp | 38.47K | +6.0% | $1.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Corient Private Wealth LP | 38.07K | -10.7% | $1.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 37.87K | +13.0% | $1.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Raymond James Financial Inc | 34.97K | -0.2% | $1.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Raymond James Financial Inc | 34.97K | -0.2% | $1.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Brown Advisory Inc | 26.00K | 0.0% | $937,560 | 0.0% | Held | 3 | SEC ↗ |
| 34 | Goldman Sachs Group ✦ | 25.94K | +59.6% | $935,252 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Quantinno Capital Management LP | 25.12K | +4.3% | $905,988 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 24.51K | +9.7% | $883,804 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 22.46K | +3.5% | $809,866 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Osaic Holdings, Inc. | 22.46K | +3.5% | $809,866 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Commonwealth Equity Services, Llc | 20.32K | -6.4% | $732,730 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Fifth Third Bancorp | 18.41K | -3.7% | $663,852 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 18.27K | -64.1% | $654,180 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 18.27K | -64.1% | $654,180 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 18.27K | -64.1% | $654,180 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 44 | Truist Financial Corp | 13.01K | +0.2% | $468,974 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Truist Financial Corp | 13.01K | +0.2% | $468,974 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 11.90K | 0.0% | $428,970 | 0.0% | Held | 3 | SEC ↗ |
| 47 | Royal Bank Of Canada | 11.34K | +1.4% | $408,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Royal Bank Of Canada | 11.34K | +1.4% | $408,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Mercer Global Advisors Inc /Adv | 10.35K | -20.2% | $373,101 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | UBS Group AG | 9.22K | +90.3% | $332,581 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | UBS Group AG | 9.22K | +90.3% | $332,581 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | UBS Group AG | 9.22K | +90.3% | $332,581 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Envestnet Asset Management Inc | 8.52K | -31.2% | $307,298 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Bank Of Montreal /Can/ | 8.00K | +6.4% | $288,332 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Nuveen, LLC | 7.80K | New | $281,178 | 0.0% | New | 1 | SEC ↗ |
| 56 | Blair William & Co/Il | 6.12K | 0.0% | $220,831 | 0.0% | Held | 3 | SEC ↗ |
| 57 | Russell Investments Group, Ltd. | 3.96K | -6.3% | $142,689 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | National Bank Of Canada /Fi/ | 2.57K | 0.0% | $92,746 | 0.0% | Held | 3 | SEC ↗ |
| 59 | Qube Research & Technologies Ltd | 2.06K | +93.4% | $74,211 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Assetmark, Inc | 681 | 0.0% | $24,557 | 0.0% | Held | 3 | SEC ↗ |
| 61 | Simplex Trading, Llc | 226 | New | $8,149 | 0.0% | New | 1 | SEC ↗ |
| 62 | Group One Trading Llc | 100 | 0.0% | $3,606 | 0.0% | Held | 2 | SEC ↗ |
| 63 | Wells Fargo & Company/Mn | 62 | +3000.0% | $2,233 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Jones Financial Companies Lllp | 48 | New | $1,695 | 0.0% | New | 1 | SEC ↗ |
| 65 | Citigroup Inc | 24 | -14.3% | $865 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Renaissance Technologies | $1.77M | 0.0% |
| Nuveen, LLC | $281,178 | 0.0% |
| Simplex Trading, Llc | $8,149 | 0.0% |
| Jones Financial Companies Lllp | $1,695 | 0.0% |
Exited
| Susquehanna International… | $4.26M | was 0.0% |
| Jane Street Group, Llc | $1.23M | was 0.0% |
| Hrt Financial Lp | $574,000 | was 0.0% |
| D. E. Shaw & Co. | $340,651 | 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: Q2 2026 ·
Methodology ·
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