We are live on ! Find out more
SCHK icon

Schwab 1000 Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$287M +$85.6M +4,859,762 +46%
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$199M +$927K +52,632 +0.5%
WA
3
Waddell & Associates
Tennessee
$29.9M +$307K +17,420 +1%
CG
4
Colony Group
Massachusetts
$12.9M -$204K -11,586 -2%
PA
5
Parkside Advisors
California
$3.34M +$1.76K +100 +0.1%
HSA
6
HBK Sorce Advisory
Pennsylvania
$3.18M -$3.1K -176 -0.1%
MML Investors Services
7
MML Investors Services
Massachusetts
$2.51M -$39.4K -2,236 -2%
MWM
8
Madison Wealth Management
Ohio
$2.11M
APP
9
Avantax Planning Partners
Iowa
$1.9M
CBFP
10
Cedar Brook Financial Partners
Ohio
$1.59M +$94.6K +5,372 +7%
Goldman Sachs
11
Goldman Sachs
New York
$1.57M +$1.48M +84,182 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.53M -$31.2K -1,772 -2%
5L
13
55I LLC
Massachusetts
$1.47M +$144K +8,148 +12%
EW
14
Element Wealth
Mississippi
$1.36M -$107K -6,062 -8%
NP
15
NorthRock Partners
Minnesota
$1.35M -$45.3K -2,570 -3%
BJ
16
Brouwer & Janachowski
California
$1.08M
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$904K +$194K +11,018 +30%
US Bancorp
18
US Bancorp
Minnesota
$860K +$5.95K +338 +0.7%
KFS
19
Kaizen Financial Strategies
California
$803K +$757K +42,970 New
EFG
20
Everhart Financial Group
Ohio
$739K +$697K +39,544 New
Jane Street
21
Jane Street
New York
$699K +$417K +23,676 +173%
LIM
22
Leavell Investment Management
Alabama
$492K +$17.6K +1,000 +4%
Bank of America
23
Bank of America
North Carolina
$475K +$75.4K +4,278 +20%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$472K +$445K +25,240 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$456K +$429K +24,372 New