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Schwab 1000 Index ETF
SCHK

195 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

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

45% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 42

4% more funds holding

Funds holding: 188 → 195 (+7)

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (0)

0.35% less ownership

Funds ownership: 50.2% → 49.85% (-0.35%)

6% less capital invested

Capital invested by funds: $2.01B → $1.89B (-$115M)

61% less call options, than puts

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

Holders
195
Holders Change
+7
Holders Change %
+3.72%
% of All Funds
2.61%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
31
Increased
61
Reduced
42
Closed
19
Calls
$86K
Puts
$221K
Net Calls
-$135K
Net Calls Change
-$50K

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$21.1M
2
Jane Street
Jane Street
New York
+$2.28M
3
Mariner
Mariner
Kansas
+$1.91M
4
PCIA
Prime Capital Investment Advisors
Kansas
+$1.65M
5
WA
Waddell & Associates
Tennessee
+$1.57M

Top Sellers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
-$21.1M
2
Two Sigma Investments
Two Sigma Investments
New York
-$12.4M
3
WIM
Warwick Investment Management
Texas
-$8.68M
4
BSTWA
Blake Schutter Theil Wealth Advisors
Ohio
-$7.5M
5
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
-$2.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$2.04M +$18.9K +666 +0.9%
ACA
27
Aptus Capital Advisors
Alabama
$2.04M -$88.9K -3,132 -4%
GWANC
28
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.04M -$88.9K -3,132 -4%
MML Investors Services
29
MML Investors Services
Massachusetts
$2.03M +$35.4K +1,247 +2%
CAAM
30
Cornerstone Advisors Asset Management
Pennsylvania
$1.99M +$6.39K +225 +0.3%
BNMT
31
Bawa N Mallick Trust
New York
$1.88M – – –
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$1.86M +$234K +8,228 +13%
NP
33
NorthRock Partners
Minnesota
$1.81M -$34.8K -1,225 -2%
RCM
34
Richardson Capital Management
Wisconsin
$1.67M -$2.27K -80 -0.1%
KBFS
35
Kohmann Bosshard Financial Services
Ohio
$1.64M – – –
BIG
36
Brookwood Investment Group
Arizona
$1.45M +$1.53M +53,969 New
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$1.42M +$147K +5,159 +11%
Raymond James Financial
38
Raymond James Financial
Florida
$1.28M -$51.6K -1,816 -4%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$1.27M +$18.1K +636 +1%
SC
40
SouthState Corp
Florida
$1.17M +$1.23M +43,405 New
MFG
41
Merit Financial Group
Georgia
$1.08M +$1.14M +40,187 New
FFG
42
Fiduciary Financial Group
California
$1M +$726K +25,566 +180%
Renaissance Technologies
43
Renaissance Technologies
New York
$993K -$1.57M -55,300 -60%
SHFA
44
Sherrill & Hutchins Financial Advisory
Georgia
$988K – – –
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$977K +$1.03M +36,302 New
RTL
46
Red Tortoise LLC
Georgia
$940K +$937 +33 +0.1%
PIA
47
Pinion Investment Advisors
Kansas
$881K +$466K +16,413 +101%
EAM
48
Evanson Asset Management
California
$846K -$4.06K -143 -0.5%
CA
49
Clearstead Advisors
Ohio
$837K +$126K +4,422 +17%
EFG
50
Everhart Financial Group
Ohio
$823K – – –
1
2
3 4 5

SCHK Hedge Fund Activity: Q1 2025 in Review

195 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q1 2025, worth a combined $1.89B — down 5.7% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SCHK positions and 19 closed out — a net gain of 12 holders — while 61 added to existing stakes and 42 trimmed.

The largest buyer was Creative Planning, adding an estimated $21.1M. The largest seller was Financial Engines Advisors, cutting an estimated $21.1M.

  • 195 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q1 2025, up from 188 in Q4 2024.
  • Funds reported $1.89B of Schwab 1000 Index ETF stock for Q1 2025, down 5.7% quarter-over-quarter.
  • 31 funds opened new Schwab 1000 Index ETF positions in Q1 2025 and 19 closed out, a net change of +12 holders.
  • The largest Schwab 1000 Index ETF buyer in Q1 2025 was Creative Planning, an estimated $21.1M added.
  • The largest Schwab 1000 Index ETF seller in Q1 2025 was Financial Engines Advisors, an estimated $21.1M sold.

Based on aggregated 13F filings for Q1 2025.