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Public ownership evidence

Schwab 1000 Index ETF (SCHK) Ownership Disclosures

Read SCHK insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T02:54:47.600Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2828,252$1,018,770None
Principia Wealth Advisory, LLC2026-06-302026-08-27116,446$4,198,179None
Principia Wealth Advisory, LLC2026-03-312026-08-279,770$306,094None
Bernard Wealth Management Corp.2026-06-302026-08-22750$27,045None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2010,347$373,101None
Beacon Pointe Advisors, LLC2026-06-302026-08-1915,203$548,235None
Strive Financial Group ,LLC2026-06-302026-08-182,150$77,529None
Corient Private Wealth LP2026-06-302026-08-1838,067$1,372,693None
Pure Financial Advisors, LLC2026-06-302026-08-186,020$217,081None
Nalls Sherbakoff Group, LLC2026-06-302026-08-18326$11,756None
Nalls Sherbakoff Group, LLC2026-03-312026-08-18326$10,214None
Equitable Holdings, Inc.2026-06-302026-08-1818,598$670,652None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-15800$28,848None
Bawa N Mallick Trust2026-06-302026-08-1577,416$2,791,639None
Glen Eagle Advisors, LLC2026-06-302026-08-1541$1,465None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15400$14,424None
KCM INVESTMENT ADVISORS LLC2026-06-302026-08-159,712$350,215None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-154,837,047$174,423,917None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-154,837,047$174,423,917None
Qube Research & Technologies Ltd2026-06-302026-08-152,058$74,211None
OSAIC HOLDINGS, INC.2026-06-302026-08-159,469$341,452None
OSAIC HOLDINGS, INC.2026-06-302026-08-1512,989$468,414None
FLOW TRADERS U.S. LLC2026-06-302026-08-1517,226$621,000None
Ancora Advisors LLC2026-06-302026-08-1522,916$826,351None
Medallion Wealth Advisors, LLC2026-06-302026-08-154,525$163,171None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-153$108None
Waverly Advisors, LLC2026-06-302026-08-1514,451$521,087None
Element Wealth, LLC2026-06-302026-08-156,504$234,534None
GUARDIAN WEALTH ADVISORS, LLC / NC2026-06-302026-08-1577,113$2,780,695None
BROWN ADVISORY INC2026-06-302026-08-1526,000$937,560None
Financial Engines Advisors L.L.C.2026-06-302026-08-1541,923,365$1,511,756,551None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1548$1,695None
MAI Capital Management2026-06-302026-08-15109,552$3,950,435None
Cerity Partners LLC2026-06-302026-08-15183,217$6,606,815None
Cerity Partners LLC2026-06-302026-08-152,283$82,329None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1524,509$883,804None
ROYAL BANK OF CANADA2026-06-302026-08-15150$5,000None
ROYAL BANK OF CANADA2026-06-302026-08-1511,188$403,000None
Larson Financial Group LLC2026-06-302026-08-151,109$39,994None
GROUP ONE TRADING LLC2026-06-302026-08-15100$3,606None
TWO SIGMA SECURITIES, LLC2026-06-302026-08-156,709$241,927None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1525,936$935,252None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1520,463$737,882None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1514,510$523,231None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1562$2,233None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15105,303$3,797,226None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1553,539$1,930,616None
Plum Street Advisors, LLC2026-06-302026-08-14670,890$24,192,276None
Curry Webb Wealth Management LLC2026-06-302026-08-1437,863$1,365,344None
Premier Private Wealth Management LLC2026-06-302026-08-1410,334$372,644None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗Bernard Wealth Management Corp. ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Strive Financial Group ,LLC ↗Corient Private Wealth LP ↗Pure Financial Advisors, LLC ↗Nalls Sherbakoff Group, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.