§ EQUITY
USDSCHK
SCHWAB 1000 INDEX ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
137 increased/new, 68 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Financial Engines Advisors L.L.C. | 43.6M | 2.8% | −0% |
| Legacy Wealth Management, LLC | 6.0M | 11.0% | −2% |
| Creative Planning | 3.9M | 0.1% | +24% |
| Warwick Investment Management, Inc. | 3.6M | 16.3% | +2% |
| Charles Schwab Investment Mgmt | 3.5M | 0.0% | −1% |
| ARMSTRONG ADVISORY GROUP, INC | 2.5M | 5.2% | −2% |
◇ AC INTELLIGENCE
Top institutional owners for SCHK as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER94.3% · 208 holders
PASSIVE / INDEX4.8% · 2 holders
DEALER / BANK0.7% · 17 holders
QUALITY / COMPOUNDER0.1% · 3 holders
INCOME / DEFENSIVE0.1% · 1 holder
SYSTEMATIC / QUANT0.0% · 2 holders
ACTIVIST0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SCHK in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SCHK yet.