Who Owns SCHWAB 1000 INDEX (SCHK)? -- Institutional Holders (2026-06-30)

283 institutions reported holding $3.02B of SCHWAB 1000 INDEX (SCHK) in SEC 13F filings for 2026-06-30. Largest institutional holders: Financial Engines Advisors L.L.C. ($1.51B), ARMSTRONG ADVISORY GROUP, INC ($235.1M), Legacy Wealth Management, Inc ($210.9M), Sixth Street Partners Management Company, L.P. ($174.4M), CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($174.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Financial Engines Advisors L.L.C.$1.51B41.9MTrimmed
2ARMSTRONG ADVISORY GROUP, INC$235.1M6.5MAdded
3Legacy Wealth Management, Inc$210.9M5.8MTrimmed
4Sixth Street Partners Management Company, L.P.$174.4M4.8MNew
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC$174.4M4.8MAdded
6Creative Planning$138.9M3.9MTrimmed
7Warwick Investment Management, Inc.$129.3M3.6MAdded
8WADDELL & ASSOCIATES, LLC$77.3M2.1MAdded
9PENSION & WEALTH MANAGEMENT ADVISORS, INC.$47.2M1.3MTrimmed
10Plum Street Advisors, LLC$24.2M670,890Trimmed
11Focus Partners Wealth$20.7M573,808Added
12FreeGulliver LLC$17.4M483,033Added
13Main Street Financial Solutions, LLC$16.8M466,270Added
14Mariner, LLC$16.2M450,207Added
15Lighthouse Wealth Management Inc.$13.6M378,027Trimmed
16CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC$9.3M258,451Added
17LPL Financial LLC$8.9M247,609Added
18Blake Schutter Theil Wealth Advisors, LLC$6.9M190,089Hold
19Cerity Partners LLC$6.7M185,500Added
20NorthRock Partners, LLC$6.2M171,106Trimmed
21BANK OF AMERICA CORP /DE/$5.7M158,842Trimmed
22HBK Sorce Advisory LLC$4.6M124,797Hold
23WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.3M116,778Trimmed
24Principia Wealth Advisory, LLC$4.2M116,446Added
25Donor Advised Charitable Giving, Inc.$4.2M115,563Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30