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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

210 hedge funds and large institutions have $2.17B invested in Schwab 1000 Index ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 48 reducing their positions, and 11 closing their positions.

Holders
210
Holders Change
+18
Holders Change %
+9.38%
% of All Funds
2.82%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
33
Increased
71
Reduced
48
Closed
11
Calls
$2.73M
Puts
$620K
Net Calls
+$2.11M
Net Calls Change
+$2.25M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$92.2M
2
Charles Schwab
2
Charles Schwab
California
$12.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$12.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$4.5M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$4.06M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.39B
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$198M
3
AAG
3
Armstrong Advisory Group
Massachusetts
$72.6M
4
Jane Street
4
Jane Street
New York
$0
5
PCIA
5
Prime Capital Investment Advisors
Kansas
$393K
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
26
Richardson Capital Management
Wisconsin
$2.66M 89,045 +26,951 +43%
BCI
27
Blue Capital Inc
Nebraska
$2.57M 86,230 +86,230 New
CAAM
28
Cornerstone Advisors Asset Management
Pennsylvania
$2.51M 84,123 +10,095 +14%
Morgan Stanley
29
Morgan Stanley
New York
$2.42M 81,186 +1,821 +2%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$2.36M 79,081 +3,154 +4%
MML Investors Services
31
MML Investors Services
Massachusetts
$2.35M 78,759 +3,252 +4%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$2.34M 78,522 -1,706 -2%
GWANC
33
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.29M 76,840 +1,140 +2%
ACA
34
Aptus Capital Advisors
Alabama
$2.29M 76,840 +1,140 +2%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$2.08M 69,793 +599 +0.9%
NP
36
NorthRock Partners
Minnesota
$2M 66,905 -400 -0.6%
KBFS
37
Kohmann Bosshard Financial Services
Ohio
$1.82M 61,008 – –
Raymond James Financial
38
Raymond James Financial
Florida
$1.44M 48,307 +746 +2%
BIG
39
Brookwood Investment Group
Arizona
$1.44M 48,138 -5,831 -11%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$1.3M 43,531 -9,183 -17%
FFG
41
Fiduciary Financial Group
California
$1.19M 39,851 +85 +0.2%
Renaissance Technologies
42
Renaissance Technologies
New York
$1.17M 39,400 +2,500 +7%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$1.12M 37,410 -9,967 -21%
EFG
44
Everhart Financial Group
Ohio
$1.12M 37,412 +6,844 +22%
SHFA
45
Sherrill & Hutchins Financial Advisory
Georgia
$1.09M 36,684 – –
DT
46
Diversified Trust
Tennessee
$1.08M 36,084 +36,084 New
SC
47
SouthState Corp
Florida
$1.05M 35,212 -8,193 -19%
RTL
48
Red Tortoise LLC
Georgia
$1.04M 34,963 +29 +0.1%
MFG
49
Merit Financial Group
Georgia
$1.01M 33,995 -6,192 -15%
CA
50
Clearstead Advisors
Ohio
$993K 33,313 +2,218 +7%
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