SCHK icon

Schwab 1000 Index ETF

192 hedge funds and large institutions have $1.89B invested in Schwab 1000 Index ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0.35% less ownership

Funds ownership: 50.15%49.8% (-0.35%)

6% less capital invested

Capital invested by funds: $2B → $1.89B (-$115M)

61% less call options, than puts

Call options by funds: $86K | Put options by funds: $221K

Holders
192
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$86K
Puts
$221K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$2.04M
ACA
27
Aptus Capital Advisors
Alabama
$2.04M
GWANC
28
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.04M
MML Investors Services
29
MML Investors Services
Massachusetts
$2.03M
CAAM
30
Cornerstone Advisors Asset Management
Pennsylvania
$1.99M
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$1.86M
NP
32
NorthRock Partners
Minnesota
$1.81M
RCM
33
Richardson Capital Management
Wisconsin
$1.67M
KBFS
34
Kohmann Bosshard Financial Services
Ohio
$1.64M
BIG
35
Brookwood Investment Group
Arizona
$1.45M
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$1.42M
Raymond James Financial
37
Raymond James Financial
Florida
$1.28M
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$1.27M
SC
39
SouthState Corp
Florida
$1.17M
MFG
40
Merit Financial Group
Georgia
$1.08M
FFG
41
Fiduciary Financial Group
California
$1M
Renaissance Technologies
42
Renaissance Technologies
New York
$993K
SHFA
43
Sherrill & Hutchins Financial Advisory
Georgia
$988K
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$977K
RTL
45
Red Tortoise LLC
Georgia
$940K
PIA
46
Pinion Investment Advisors
Kansas
$881K
EAM
47
Evanson Asset Management
California
$846K
CA
48
Clearstead Advisors
Ohio
$837K
EFG
49
Everhart Financial Group
Ohio
$823K
JIC
50
Johnson Investment Counsel
Ohio
$810K