SCHK institutional holders

Schwab 1000 Index ETF · 278 reporting institutions · $2.8B reported value

Funds that can replace SCHK · SCHK return decomposition

Institutional holdings

Institutions reporting SCHK, largest first
InstitutionReported positionAdvisors at firmReport period
Edelman Financial Engines$1.5B7222026-06-30
Armstrong Advisory Group, Inc$235.1M142026-06-30
Legacy Wealth Management, LLC$210.9M152026-06-30
Charles Schwab Investment Management Inc$174.4M372026-06-30
Creative Planning$138.9M1,1712026-06-30
Warwick Investment Management, Inc.$129.3M52026-06-30
Waddell & Associates, LLC$77.3M02026-06-30
Pension & Wealth Management Advisors, Inc.$47.2M72026-06-30
Plum Street Advisors, LLC$24.2M62026-06-30
Focus Partners Wealth$20.7M1,0482026-06-30
Freegulliver, LLC$17.4M52026-06-30
Main Street Financial Solutions, LLC$16.8M412026-06-30
Mariner, LLC$16.2M02026-06-30
Lighthouse Wealth Management Inc.$13.6M52026-06-30
Cornerstone Advisors Asset Management, LLC$9.3M262026-06-30
Lpl Financial LLC$8.9M23,4582026-06-30
Blake Schutter Theil Wealth Advisors, LLC$6.9M22026-06-30
Cerity Partners LLC$6.7M7772026-06-30
Northrock Partners, LLC$6.2M912026-06-30
Bank of America Corp /de$5.7M02026-06-30
Hbk Sorce Advisory LLC$4.6M732026-06-30
Wealth Enhancement Advisory Services, LLC$4.3M1,0262026-06-30
Principia Wealth Advisory, LLC$4.2M42026-06-30
Donor Advised Charitable Giving, Inc.$4.2M02026-06-30
Mai Capital Management$4M3082026-06-30
US Bancorp$3.8M02026-06-30
Visionary Wealth Advisors$3.7M462026-06-30
Wescott Financial Advisory Group, LLC$3.4M232026-06-30
Seia$3.4M1412026-06-30
Captrust Financial Advisors$3.2M9622026-06-30
Morgan Stanley$3.1M23,1852026-06-30
Fmr LLC$3.1M02026-06-30
Orser Capital Management, LLC$3M32026-06-30
Fiduciary Financial Group, LLC$3M92026-06-30
Cetera Investment Advisers$3M10,3702026-06-30
Crusonia Wealth Advisors LLC$2.8M172026-06-30
Bawa N Mallick Trust$2.8M02026-06-30
Aptus Capital Advisors, LLC$2.8M212026-06-30
Guardian Wealth Advisors, LLC / Nc$2.8M332026-06-30
MML Investors Services, LLC$2.5M5,1202026-06-30
Kohmann Bosshard Financial Services, Llc.$2.2M32026-06-30
Northwestern Mutual Wealth Management Co$2.1M02026-06-30
Wespac Advisors, LLC$2.1M92026-06-30
Blackrock, Inc.$2M02026-06-30
Renaissance Technologies LLC$1.8M02026-06-30
Sherrill & Hutchins Financial Advisory, Inc$1.7M62026-06-30
Empirical Financial Services, LLC D.b.a. Empirical Wealth Management$1.6M02026-06-30
Gemmer Asset Management LLC$1.5M82026-06-30
Richardson Capital Management LLC$1.4M72026-06-30
Diversified Trust Co$1.4M02026-06-30
Everhart Financial Group, Inc.$1.4M362026-06-30
Lido Advisors, LLC$1.4M3202026-06-30
Wolfstich Capital, LLC$1.4M12026-06-30
Stifel Financial Corp$1.4M02026-06-30
Hightower Advisors, LLC$1.4M1,0462026-06-30
Curry Webb Wealth Management LLC$1.4M52026-06-30
Blue Sky Capital Consultants Group, Inc.$1.3M72026-06-30
Catalyst Investment Management LLC$1.3M22026-06-30
Sigfig Wealth Management, LLC$1.3M42026-06-30
Clearstead; Clearstead Advisory Solutions$1.3M642026-06-30
Raymond James Financial Inc$1.3M02026-06-30
Opulen Financial Group LLC$1.3M02026-06-30
Bip Wealth, LLC$1.2M622026-06-30
Sanctuary Advisors, LLC$1.1M4012026-06-30
Avant Capital, LLC$1.1M22026-06-30
Johnson Investment Counsel Inc$1M652026-06-30
Red Tortoise LLC$1M02026-03-31
Corient Private Wealth LP$1M6742026-06-30
Elevation Wealth Partners, LLC$1M02026-06-30
Farther Finance Advisors, LLC$1M3342026-06-30
Arax Advisory Partners$975K2322026-06-30
Rwa Wealth Partners, LLC$964.2K722026-06-30
One Capital Management, LLC$961K642026-06-30
Veracity Capital LLC$942.7K102026-06-30
Brown Advisory Inc$937.6K02026-06-30
Goldman Sachs Group Inc$935.3K02026-06-30
Merit Financial Group, LLC$911.2K2952026-06-30
Quantinno Capital Management LP$906K02026-06-30
Aqr Capital Management LLC$883.8K12026-06-30
R2 Wealth Management Partners$874.9K32026-06-30
Collective Family Office, LLC$871.8K42026-06-30
Cambient Family Office, LLC$864K32026-06-30
Kaizen Financial Strategies, LLC$855.6K52026-06-30
Prime Capital Financial$841.9K2652026-06-30
Old National Bancorp /in$831.7K02026-06-30
Ancora Advisors LLC$826.4K102026-06-30
Osaic Holdings, Inc.$809.9K02026-06-30
Vise Technologies, Inc.$746.2K02026-06-30
Operose Advisors LLC$741.1K142026-06-30
Commonwealth Equity Services, LLC$732.7K2,8632026-06-30
Heartwood Wealth Advisors LLC$714.6K02026-06-30
Lafayette Investments, Inc.$703.6K62026-06-30
Smi Advisory Services, LLC$678.6K72026-06-30
Equitable Holdings, Inc.$670.7K02026-06-30
Fifth Third Bancorp$663.9K02026-06-30
Crewe Advisors LLC$663.6K262026-06-30
Gamma Investing LLC$662.2K72026-06-30
McAdam LLC$657.3K1352026-06-30
Jpmorgan Chase & Co$654.2K02026-06-30
D L Carlson Investment Group Inc$649.4K82026-06-30
Integrated Wealth Concepts LLC$632.4K4802026-06-30
Comerica Bank$627.2K02025-12-31
Pinion Wealth Management, LLC$598.5K82026-06-30
Chicago Partners Investment Group LLC$583.9K572026-06-30
Alamar Capital Management, LLC$581.1K22026-06-30
Waldron Private Wealth$577K422026-06-30
Associated Banc-Corp$571.1K02026-06-30
Beacon Pointe Advisors, LLC$548.2K4662026-06-30
Waverly Advisors, LLC$521.1K2312026-06-30
Welch Group, LLC$520.4K282026-06-30
Stratos Wealth Advisors, LLC$517K712026-06-30
Hb Wealth Management, LLC$505.2K1692026-06-30
Y-Intercept (hong Kong) Ltd$487.6K02026-06-30
Journey Advisory Group, LLC$477.8K182026-06-30
Truist Financial Corp$469K02026-06-30
Blue Bell Private Wealth Management, LLC$446.7K112026-06-30
PNC Financial Services Group, Inc.$429K02026-06-30
U.S. Capital Wealth Advisors, LLC$426.7K02026-03-31
Allworth Financial, LP$419.3K3172026-06-30
Brighton Jones LLC$411.4K1592026-06-30
Cardinal Point Capital Management Ulc$411.1K82026-06-30
Royal Bank of Canada$408K02026-06-30
Verity & Verity, LLC$405.7K122026-06-30
Foundation Wealth Management, LLC$404.1K42026-06-30
TIAA-CREF Individual & Institutional Services, LLC$404.1K1,7212026-06-30
Leavell Investment Management, Inc.$401.5K252026-06-30
Fulcrum Wealth Advisors, LLC$391.7K32026-06-30
Focus Partners Advisor Solutions, LLC$384.8K422026-06-30
Mercer Global Advisors Inc /adv$373.1K02026-06-30
Premier Private Wealth Management LLC$372.6K42026-06-30
Ars Wealth Advisors Group, LLC$365K162026-06-30
Meridian Wealth Management, LLC$351K582026-06-30
Kcm Investment Advisors LLC$350.2K72026-06-30
Kestra Advisory Services, LLC$349.9K1,4792026-06-30
Red Door Wealth Management, LLC$343.1K102026-06-30
Professional Financial Solutions LLC /adv$334.9K02026-06-30
UBS Group AG$332.6K02026-06-30
Rvw Wealth, LLC$329.9K82026-06-30
Kiley Juergens Wealth Management, LLC$328.9K62026-06-30
Omega Financial Group, LLC$322.2K52026-06-30
Van Cleef Asset Management, Inc$320.9K52026-06-30
Composition Wealth, LLC$320.1K762026-06-30
Axxcess Wealth Management, LLC$318.6K382026-06-30
Accredited Investors Inc.$315.6K32026-06-30
Ironwood Financial, LLC$308.7K82026-06-30
Envestnet Pmc$307.3K602026-06-30
Rfg Advisory, LLC$303.2K1912026-06-30
Kingswood Wealth Advisors, LLC$302.7K1232026-06-30
Brucke Financial, Inc.$302.3K52026-06-30
Bouchey Financial Group, Ltd.$302.1K112026-06-30
Ballast Rock Private Wealth LLC$299.3K102026-06-30
Sequoia Financial Group, LLC$298.5K2582026-06-30
Forvis Mazars Wealth Advisors, LLC$289.2K832026-06-30
Mcf Advisors LLC$288.5K332026-06-30
Bank of Montreal /can$288.3K02026-06-30
Ep Wealth Advisors, LLC$286.5K3382026-06-30
Cadent Capital Advisors, LLC$281.3K112026-06-30
Nuveen, LLC$281.2K02026-06-30
Vestia Personal Wealth Advisors$276.3K222026-06-30
Manchester Financial Inc$268.6K112026-06-30
Spinnaker Trust$261.2K02026-06-30
Fortis Group Advisors, LLC$253K252026-06-30
True Vision Mn LLC$249.7K02026-03-31
Abound Wealth Management$249K162026-06-30
Lynx Investment Advisory$248.8K112026-06-30
Adamsbrown Wealth Consultants LLC$247.1K152026-06-30
Long Island Wealth Management, Inc.$245.2K12026-06-30
Assuredpartners Investment Advisors$245.1K292026-06-30
Integrity Alliance, Llc.$244K3532026-06-30
Brooklyn Investment Group$243.7K02026-03-31
Two Sigma Securities, LLC$241.9K02026-06-30
Uptick Partners, LLC$235.9K172026-06-30
Element Wealth, LLC$234.5K132026-06-30
Evanson Financial, LLC$226.4K42026-06-30
Evanson Asset Management, LLC$225.9K02026-03-31
Grantvest Financial Group LLC$225.1K52026-06-30
Calamos Advisors LLC$222.2K422026-06-30
Blair William & Co/il$220.8K3292026-06-30
Pure Financial Advisors, LLC$217.1K882026-06-30
Diversified Portfolios, Inc.$216.4K102026-06-30
Westbourne Investment Advisors, Inc.$210.4K62026-06-30
Forum Financial Management, LP$210.2K1162026-06-30
Perigon Wealth Management, LLC$209.2K922026-06-30
Southstate Bank Corp$206.2K02026-06-30
Livet Wealth, LLC$205K32026-06-30
Prosperity - An Eisneramper Company$204.5K652026-06-30
Sterling Investment Advisors, Ltd.$203.3K72026-06-30
Ignite Planners LLC$201.3K242026-06-30
Peachtree Investment Partners, LLC$189.7K22026-06-30
Rothschild Investment LLC$176K182026-06-30
Pflug Koory, LLC$175.8K02026-06-30
Cornerstone Planning Group LLC$168.5K232026-06-30
Register Financial Advisors LLC$167.5K02026-06-30
Medallion Wealth Advisors, LLC$163.2K62026-06-30
Ifp Advisors, Inc$145.4K3182026-06-30
Russell Investments Group, Ltd.$142.7K02026-06-30
TIAA Wealth Investment Management LLC$131.8K72026-06-30
Bartlett & Co. Wealth Management LLC$127.8K322026-06-30
Halbert Hargrove Global Advisors, LLC$126.6K432026-06-30
Global Retirement Partners LLC$124K4912026-06-30
Alphacore Capital LLC$118.7K692026-06-30
McIlrath & Eck, LLC$117.1K62026-03-31
Harbour Investments, Inc.$100.1K2472026-06-30
Vanguard Advisers Inc$97.3K2,4692026-06-30
National Bank of Canada /fi$92.7K02026-06-30
Tower Research Capital LLC (trc)$91.4K02026-06-30
TD Capital Management LLC$82.3K82026-06-30
Ae Wealth Management LLC$79.2K4712026-06-30
Reap Financial Group, LLC$77.8K72026-06-30
Strive Financial Group , LLC$77.5K112026-06-30
Qube Research & Technologies Ltd$74.2K02026-06-30
Jfs Wealth Advisors, LLC$68.9K332026-06-30
Atlantic Union Bankshares Corp$55.9K02026-06-30
International Assets Investment Management, LLC$43.8K1222026-06-30
Dorato Capital Management$43.7K32026-06-30
Key Financial, Inc.$42.5K82026-06-30
Breakwater Investment Management$42.3K32026-06-30
Larson Financial Group LLC$40K672026-06-30
Arlington Trust Co LLC$39.7K02026-06-30
Steigerwald, Gordon & Koch Inc.$36.1K92026-06-30
Atlas Capital Advisors Inc.$34.4K82026-06-30
Costello Asset Management, Inc.$32.2K22026-06-30
Blue Trust, Inc.$31.4K02026-06-30
Lodestone Wealth Management LLC$30.5K32026-06-30
Crews Bank & Trust$29.8K02026-06-30
McGuire Capital Advisors Inc$28.8K42026-06-30
Bernard Wealth Management Corp.$27K32026-06-30
Assetmark, Inc$24.6K2202026-06-30
Armor Investment Advisors, LLC$23.5K42026-06-30
Kilter Group LLC$23.4K82026-06-30
Bogart Wealth, LLC$22.5K242026-06-30
Beacon Investment Advisory Services, Inc.$21.6K312026-06-30
Ghp Investment Advisors Inc$19.7K272026-06-30
Bell Investment Advisors, Inc$18.6K92026-06-30
Newedge Advisors$16.7K6012026-06-30
Smartleaf Asset Management LLC$15.8K92026-06-30
Steward Partners Investment Advisory, LLC$15.6K4812026-06-30
O'Shaughnessy Asset Management, LLC$14.9K582026-06-30
Vsm Wealth Advisory, LLC$14.7K52026-06-30
Howe & Rusling Inc$14.6K102026-06-30
Federation Des Caisses Desjardins Du Quebec$14.4K02026-06-30
Cwm, LLC$13.4K6672026-03-31
Buck Wealth Strategies, LLC$12.9K502026-06-30
Strategic Wealth Partners, Ltd.$12.8K02026-06-30
The Nalls Sherbakoff Group, LLC$11.8K32026-06-30
Midwest Capital Advisors, LLC$9.5K82026-06-30
Ima Advisory Services, Inc.$8.9K482026-06-30
DB Fitzpatrick & Co, Inc$8.5K12026-06-30
Whittier Trust Co$8.2K02026-06-30
Simplex Trading, LLC$8.1K02026-06-30

The 250 largest of 278 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30