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Schwab 1000 Index ETF

235 hedge funds and large institutions have $2.29B invested in Schwab 1000 Index ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 91 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 54

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

0% more funds holding

Funds holding: 234235 (+1)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.48% less ownership

Funds ownership: 48.92%48.44% (-0.48%)

4% less capital invested

Capital invested by funds: $2.37B → $2.29B (-$87.1M)

Holders
235
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
2.89%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
25
Increased
91
Reduced
54
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
226
Hantz Financial Services
Michigan
$2K +$2.33K +71 New
AP
227
Advisortrust Partners
North Carolina
$1.88K +$1.97K +60 New
SRCM
228
Signature Resources Capital Management
California
$1.57K
GEA
229
Glen Eagle Advisors
New Jersey
$1.27K +$33 +1 +3%
Citigroup
230
Citigroup
New York
$877 +$917 +28 New
IF
231
Integrity Financial
Wyoming
$627
MPWT
232
MassMutual Private Wealth & Trust
Connecticut
$627
RF
233
Robinswood Financial
Washington
$84
Wells Fargo
234
Wells Fargo
California
$75 -$32.7K -998 -100%
FC
235
Financial Consulate
Maryland
$32 -$11.3K -345 -100%
AEPWM
236
Atlantic Edge Private Wealth Management
Florida
$1
Renaissance Technologies
237
Renaissance Technologies
New York
-$1.67M -50,800 Closed
BIG
238
Brookwood Investment Group
Arizona
-$1.39M -42,506 Closed
YIH
239
Y-Intercept (HK)
Hong Kong
-$968K -29,510 Closed
EGM
240
Engineers Gate Manager
New York
-$835K -25,466 Closed
RWA
241
River Wealth Advisors
Pennsylvania
-$640K -19,515 Closed
Millennium Management
242
Millennium Management
New York
-$512K -15,608 Closed
BWMG
243
Bannerman Wealth Management Group
Texas
-$309K -9,427 Closed
RSWM
244
Robertson Stephens Wealth Management
California
-$305K -9,291 Closed
GFG
245
Grantvest Financial Group
New Jersey
-$222K -6,765 Closed
Tudor Investment Corp
246
Tudor Investment Corp
Connecticut
-$221K -6,735 Closed
EWA
247
EP Wealth Advisors
California
-$211K -6,440 Closed
GAMC
248
Garner Asset Management Corp
Texas
-$44K -1,341 Closed
IIM
249
IFC & Insurance Marketing
California
-$13K -400 Closed
EPG
250
Estate Planners Group
Pennsylvania
-$10.9K -332 Closed

SCHK Hedge Fund Activity: Q1 2026 in Review

235 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q1 2026, worth a combined $2.29B — down 3.7% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SCHK positions and 19 closed out — a net gain of 6 holders — while 91 added to existing stakes and 54 trimmed.

The largest buyer was Creative Planning, adding an estimated $25.1M. The largest seller was Legacy Wealth Management (Tennessee), cutting an estimated $3.83M.

  • 235 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q1 2026, up from 234 in Q4 2025.
  • Funds reported $2.29B of Schwab 1000 Index ETF stock for Q1 2026, down 3.7% quarter-over-quarter.
  • 25 funds opened new Schwab 1000 Index ETF positions in Q1 2026 and 19 closed out, a net change of +6 holders.
  • The largest Schwab 1000 Index ETF buyer in Q1 2026 was Creative Planning, an estimated $25.1M added.
  • The largest Schwab 1000 Index ETF seller in Q1 2026 was Legacy Wealth Management (Tennessee), an estimated $3.83M sold.

Based on aggregated 13F filings for Q1 2026.