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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

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
Holders
192
Holders Change
+7
Holders Change %
+3.78%
% of All Funds
2.61%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
31
Increased
61
Reduced
42
Closed
19
Calls
$86K
Puts
$221K
Net Calls
-$135K
Net Calls Change
-$50K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$20M
2
Jane Street
Jane Street
New York
+$2.16M
3
Mariner
Mariner
Kansas
+$1.81M
4
PCIA
Prime Capital Investment Advisors
Kansas
+$1.57M
5
WA
Waddell & Associates
Tennessee
+$1.49M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$20M
2
Two Sigma Investments
Two Sigma Investments
New York
-$12.4M
3
WIM
Warwick Investment Management
Texas
-$8.22M
4
BSTWA
Blake Schutter Theil Wealth Advisors
Ohio
-$7.11M
5
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
-$2.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$2.04M +$17.9K +666 +0.9%
ACA
27
Aptus Capital Advisors
Alabama
$2.04M -$84.3K -3,132 -4%
GWANC
28
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.04M -$84.3K -3,132 -4%
MML Investors Services
29
MML Investors Services
Massachusetts
$2.03M +$33.6K +1,247 +2%
CAAM
30
Cornerstone Advisors Asset Management
Pennsylvania
$1.99M +$6.06K +225 +0.3%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$1.86M +$221K +8,228 +13%
NP
32
NorthRock Partners
Minnesota
$1.81M -$33K -1,225 -2%
RCM
33
Richardson Capital Management
Wisconsin
$1.67M -$2.15K -80 -0.1%
KBFS
34
Kohmann Bosshard Financial Services
Ohio
$1.64M – – –
BIG
35
Brookwood Investment Group
Arizona
$1.45M +$1.45M +53,969 New
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$1.42M +$139K +5,159 +11%
Raymond James Financial
37
Raymond James Financial
Florida
$1.28M -$48.9K -1,816 -4%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$1.28M +$17.1K +636 +1%
SC
39
SouthState Corp
Florida
$1.17M +$1.17M +43,405 New
MFG
40
Merit Financial Group
Georgia
$1.08M +$1.08M +40,187 New
FFG
41
Fiduciary Financial Group
California
$1M +$646K +25,566 +180%
Renaissance Technologies
42
Renaissance Technologies
New York
$993K -$1.49M -55,300 -60%
SHFA
43
Sherrill & Hutchins Financial Advisory
Georgia
$988K – – –
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$977K +$977K +36,302 New
RTL
45
Red Tortoise LLC
Georgia
$940K +$888 +33 +0.1%
PIA
46
Pinion Investment Advisors
Kansas
$881K +$442K +16,413 +101%
EAM
47
Evanson Asset Management
California
$846K -$3.85K -143 -0.5%
CA
48
Clearstead Advisors
Ohio
$837K +$119K +4,422 +17%
EFG
49
Everhart Financial Group
Ohio
$823K – – –
JIC
50
Johnson Investment Counsel
Ohio
$810K +$118K +4,368 +17%
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