SCHK Institutional Ownership
Schwab 1000 Index ETF
1W: -0.2%
1M: +0.4%
3M: +2.1%
YTD: +12.6%
1Y: +15.2%
3Y: +85.4%
5Y: +78.0%
$37.02
+0.26 (+0.71%)
Weekly Expected Move ±1.5%
$36
$36
$37
$38
$38
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
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Institutional Ownership — SCHK
284
Institutional Holders
+24 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
51
New Positions
80
Increased
84
Reduced
14
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (306 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 41,923,365 | 1.6B | -1,689,886 | -3.9% | 29Q | SEC ↗ |
| 2 | ARMSTRONG ADVISORY GROUP, INC | 6,518,923 | $241M | +4,041,006 | +163.1% | 15Q | SEC ↗ |
| 3 | Legacy Wealth Management, LLC | 5,848,312 | $217M | -152,229 | -2.5% | 35Q | SEC ↗ |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 4,837,047 | $179M | +1,386,094 | +40.2% | 5Q | SEC ↗ |
| 5 | Sixth Street Partners Management Compa NEW | 4,837,047 | $179M | — | +0.0% | 1Q | SEC ↗ |
| 6 | Creative Planning | 3,852,974 | $143M | -46,174 | -1.2% | 22Q | SEC ↗ |
| 7 | Warwick Investment Management, Inc. | 3,585,472 | $133M | +4,893 | +0.1% | 11Q | SEC ↗ |
| 8 | WADDELL & ASSOCIATES, LLC | 2,144,798 | $79M | +3,746 | +0.2% | 25Q | SEC ↗ |
| 9 | PENSION & WEALTH MANAGEMENT ADVISORS, | 1,308,887 | $48M | -37,990 | -2.8% | 15Q | SEC ↗ |
| 10 | Plum Street Advisors, LLC | 670,890 | $25M | -49,984 | -6.9% | 11Q | SEC ↗ |
| 11 | Focus Partners Wealth | 573,808 | $21M | +96,267 | +20.2% | 11Q | SEC ↗ |
| 12 | FreeGulliver LLC | 483,033 | $18M | +336,347 | +229.3% | 3Q | SEC ↗ |
| 13 | Main Street Financial Solutions, LLC | 466,270 | $17M | +16,848 | +3.7% | 10Q | SEC ↗ |
| 14 | Mariner, LLC | 450,207 | $17M | +1,034 | +0.2% | 20Q | SEC ↗ |
| 15 | Lighthouse Wealth Management Inc. | 378,027 | $14M | -13,634 | -3.5% | 7Q | SEC ↗ |
| 16 | CORNERSTONE ADVISORS ASSET MANAGEMENT, | 258,451 | $10M | +284 | +0.1% | 18Q | SEC ↗ |
| 17 | LPL Financial LLC | 247,609 | $9M | +1,302 | +0.5% | 30Q | SEC ↗ |
| 18 | Blake Schutter Theil Wealth Advisors, | 190,089 | $7M | — | +0.0% | 8Q | SEC ↗ |
| 19 | Cerity Partners LLC | 185,500 | $7M | +68,633 | +58.7% | 11Q | SEC ↗ |
| 20 | NorthRock Partners, LLC | 171,106 | $6M | -4,211 | -2.4% | 11Q | SEC ↗ |
| 21 | BANK OF AMERICA CORP /DE | 158,842 | $6M | -14,898 | -8.6% | 15Q | SEC ↗ |
| 22 | HBK Sorce Advisory LLC | 124,797 | $5M | — | +0.0% | 31Q | SEC ↗ |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 116,778 | $4M | -7,537 | -6.1% | 12Q | SEC ↗ |
| 24 | Principia Wealth Advisory, LLC | 116,446 | $4M | +106,676 | +1091.9% | 3Q | SEC ↗ |
| 25 | Donor Advised Charitable Giving, Inc. | 115,563 | $4M | -1,684 | -1.4% | 22Q | SEC ↗ |
| 26 | MAI Capital Management | 109,552 | $4M | +3 | +0.0% | 10Q | SEC ↗ |
| 27 | US BANCORP \DE | 105,150 | $4M | -987 | -0.9% | 26Q | SEC ↗ |
| 28 | Visionary Wealth Advisors | 102,670 | $4M | +30,162 | +41.6% | 22Q | SEC ↗ |
| 29 | Wescott Financial Advisory Group, LLC | 93,807 | $3M | +2,819 | +3.1% | 3Q | SEC ↗ |
| 30 | SIGNATURE ESTATE & INVESTMENT ADVISORS | 93,749 | $3M | -124,078 | -57.0% | 9Q | SEC ↗ |
| 31 | CAPTRUST FINANCIAL ADVISORS | 88,333 | $3M | +8,661 | +10.9% | 11Q | SEC ↗ |
| 32 | MORGAN STANLEY | 87,022 | $3M | -504 | -0.6% | 29Q | SEC ↗ |
| 33 | Wolfstich Capital, LLC | 86,462 | $3M | -21,991 | -20.3% | 3Q | SEC ↗ |
| 34 | FMR LLC | 85,404 | $3M | -819 | -0.9% | 24Q | SEC ↗ |
| 35 | ORSER CAPITAL MANAGEMENT, LLC | 83,747 | $3M | +1,930 | +2.4% | 4Q | SEC ↗ |
| 36 | FIDUCIARY FINANCIAL GROUP, LLC | 82,447 | $3M | +41,255 | +100.2% | 7Q | SEC ↗ |
| 37 | Cetera Investment Advisers | 81,847 | $3M | +3,563 | +4.6% | 23Q | SEC ↗ |
| 38 | Crusonia Wealth Advisors LLC | 77,899 | $3M | -565 | -0.7% | 3Q | SEC ↗ |
| 39 | Bawa N Mallick Trust | 77,416 | $3M | +7,636 | +10.9% | 7Q | SEC ↗ |
| 40 | Aptus Capital Advisors, LLC | 77,113 | $3M | +523 | +0.7% | 19Q | SEC ↗ |
| 41 | GUARDIAN WEALTH ADVISORS, LLC / NC | 77,113 | $3M | +523 | +0.7% | 19Q | SEC ↗ |
| 42 | MML INVESTORS SERVICES, LLC | 69,794 | $3M | +2,238 | +3.3% | 32Q | SEC ↗ |
| 43 | Kohmann Bosshard Financial Services, L | 61,008 | $2M | — | +0.0% | 20Q | SEC ↗ |
| 44 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 58,554 | $2M | +4,471 | +8.3% | 23Q | SEC ↗ |
| 45 | WESPAC Advisors, LLC NEW | 57,078 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 46 | BlackRock, Inc. | 54,381 | $2M | +22,418 | +70.1% | 4Q | SEC ↗ |
| 47 | RENAISSANCE TECHNOLOGIES LLC NEW | 49,000 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 48 | Sherrill & Hutchins Financial Advisory | 46,325 | $2M | +9 | +0.0% | 11Q | SEC ↗ |
| 49 | Empirical Financial Services, LLC d.b. | 43,505 | $2M | +212 | +0.5% | 13Q | SEC ↗ |
| 50 | Gemmer Asset Management LLC | 41,222 | $2M | +1,200 | +3.0% | 6Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 4,837,047 | $179M |
| WESPAC Advisors, LLC | 57,078 | $2M |
| RENAISSANCE TECHNOLOGIES LLC | 49,000 | $2M |
| BIP Wealth, LLC | 33,221 | $1M |
| RWA WEALTH PARTNERS, LLC | 26,739 | $990K |
| Veracity Capital LLC | 26,143 | $968K |
| R2 Capital Strategies, LLC | 24,261 | $898K |
| Operose Advisors LLC | 20,553 | $761K |
| FLOW TRADERS U.S. LLC | 17,226 | $638K |
| Waldron Private Wealth LLC | 16,000 | $592K |
| Y-Intercept (Hong Kong) Ltd | 13,521 | $501K |
| Journey Advisory Group, LLC | 13,250 | $491K |
| Cardinal Point Capital Management U | 11,400 | $422K |
| Foundation Wealth Management, LLC\P | 11,206 | $415K |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | 11,206 | $415K |
| EP Wealth Advisors, LLC | 7,946 | $294K |
| Nuveen, LLC | 7,798 | $289K |
| Lynx Investment Advisory | 6,900 | $255K |
| INTEGRITY ALLIANCE, LLC. | 6,767 | $251K |
| TWO SIGMA SECURITIES, LLC | 6,709 | $248K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 135,910 | $5M |
| Brookwood Investment Group LLC | 42,506 | $2M |
| JANE STREET GROUP, LLC | 39,245 | $1M |
| Engineers Gate Manager LP | 25,466 | $943K |
| River Wealth Advisors LLC | 19,515 | $722K |
| HRT FINANCIAL LP | 18,337 | $679K |
| MILLENNIUM MANAGEMENT LLC | 15,608 | $578K |
| D. E. Shaw & Co., Inc. | 10,873 | $403K |
| OneDigital Investment Advisors LLC | 9,955 | $369K |
| BANNERMAN WEALTH MANAGEMENT GROUP, | 9,427 | $349K |
| Robertson Stephens Wealth Managemen | 9,291 | $344K |
| TUDOR INVESTMENT CORP ET AL | 6,735 | $249K |
| CARDIFF PARK ADVISORS, LLC | 4,442 | $164K |
| Sound Income Strategies, LLC | 2,009 | $74K |
| ANGELES WEALTH MANAGEMENT, LLC | 2,000 | $74K |
| Garner Asset Management Corp | 1,341 | $50K |
| Archer Investment Corp | 837 | $31K |
| Advisory Services Network, LLC | 500 | $19K |
| IFC & Insurance Marketing, Inc. | 400 | $15K |
| Estate Planners Group, LLC | 332 | $12K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ARMSTRONG ADVISORY GROUP, INC | +4,041,006 | +163.1% | 6,518,923 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +1,386,094 | +40.2% | 4,837,047 |
| FreeGulliver LLC | +336,347 | +229.3% | 483,033 |
| Principia Wealth Advisory, LLC | +106,676 | +1091.9% | 116,446 |
| Focus Partners Wealth | +96,267 | +20.2% | 573,808 |
| Cerity Partners LLC | +68,633 | +58.7% | 185,500 |
| FIDUCIARY FINANCIAL GROUP, LLC | +41,255 | +100.2% | 82,447 |
| Visionary Wealth Advisors | +30,162 | +41.6% | 102,670 |
| BlackRock, Inc. | +22,418 | +70.1% | 54,381 |
| Main Street Financial Solutions, LL | +16,848 | +3.7% | 466,270 |
| Arax Advisory Partners | +13,476 | +99.4% | 27,038 |
| GOLDMAN SACHS GROUP INC | +9,684 | +59.6% | 25,936 |
| CAPTRUST FINANCIAL ADVISORS | +8,661 | +10.9% | 88,333 |
| Bawa N Mallick Trust | +7,636 | +10.9% | 77,416 |
| Warwick Investment Management, Inc. | +4,893 | +0.1% | 3,585,472 |
| Vise Technologies, Inc. | +4,853 | +30.6% | 20,692 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +4,471 | +8.3% | 58,554 |
| UBS Group AG | +4,376 | +90.3% | 9,223 |
| HighTower Advisors, LLC | +4,348 | +13.0% | 37,873 |
| Heartwood Wealth Advisors LLC | +4,234 | +27.2% | 19,817 |