Schwab 1000 Index ETF (SCHK): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow SCHK for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 268

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$36.06

+15.1% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of SCHK (all 13F filers)

Financial Engines Advisors L.L.C41.9 MWealth adviser−1.7 M
Armstrong Advisory Group6.5 MType not verified+4.0 M
Legacy Wealth Management5.8 MWealth adviser−152 K
Charles Schwab Investment Management4.8 MIndex manager+1.4 M
Creative Planning3.9 MWealth adviser−46 K
Warwick Investment Management3.6 MType not verified+4,893
Waddell & Associates2.1 MType not verified+3,746
Pension & Wealth Management Advisors1.3 MWealth adviser−38 K
Plum Street Advisors671 KType not verified−50 K
Focus Partners Wealth574 KWealth adviser+96 K

Filer	Type
Financial Engines Advisors L.L.C	Wealth adviser	41.9 M	−1.7 M	$1.5 bn
Armstrong Advisory Group	Type not verified	6.5 M	+4.0 M	$235M
Legacy Wealth Management	Wealth adviser	5.8 M	−152 K	$211M
Charles Schwab Investment Management	Index manager	4.8 M	+1.4 M	$174M
Creative Planning	Wealth adviser	3.9 M	−46 K	$139M
Warwick Investment Management	Type not verified	3.6 M	+4,893	$129M
Waddell & Associates	Type not verified	2.1 M	+3,746	$77.3M
Pension & Wealth Management Advisors	Wealth adviser	1.3 M	−38 K	$47.2M
Plum Street Advisors	Type not verified	671 K	−50 K	$24.2M
Focus Partners Wealth	Wealth adviser	574 K	+96 K	$20.7M

Financial Engines Advisors L.L.C
Shares
41.9 M
Change
−1.7 M
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Type
Wealth adviser
Value
$1.5 bn
Armstrong Advisory Group
Shares
6.5 M
Change
+4.0 M
See more
Type
Type not verified
Value
$235M
Legacy Wealth Management
Shares
5.8 M
Change
−152 K
See more
Type
Wealth adviser
Value
$211M
Charles Schwab Investment Management
Shares
4.8 M
Change
+1.4 M
See more
Type
Index manager
Value
$174M
Creative Planning
Shares
3.9 M
Change
−46 K
See more
Type
Wealth adviser
Value
$139M
Warwick Investment Management
Shares
3.6 M
Change
+4,893
See more
Type
Type not verified
Value
$129M
Waddell & Associates
Shares
2.1 M
Change
+3,746
See more
Type
Type not verified
Value
$77.3M
Pension & Wealth Management Advisors
Shares
1.3 M
Change
−38 K
See more
Type
Wealth adviser
Value
$47.2M
Plum Street Advisors
Shares
671 K
Change
−50 K
See more
Type
Type not verified
Value
$24.2M
Focus Partners Wealth
Shares
574 K
Change
+96 K
See more
Type
Wealth adviser
Value
$20.7M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗