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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

212 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, 72 increasing their positions, 48 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+20
Holders Change %
+10.42%
% of All Funds
2.84%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
33
Increased
72
Reduced
48
Closed
11
Calls
$2.73M
Puts
$620K
Net Calls
+$2.11M
Net Calls Change
+$2.25M

Top Buyers

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

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.39B
2
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
$198M
3
AAG
Armstrong Advisory Group
Massachusetts
$72.6M
4
Jane Street
Jane Street
New York
$0
5
PCIA
Prime Capital Investment Advisors
Kansas
$393K
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
26
Richardson Capital Management
Wisconsin
$2.66M +$804K +26,951 +43%
BCI
27
Blue Capital Inc
Nebraska
$2.57M +$2.57M +86,230 New
CAAM
28
Cornerstone Advisors Asset Management
Pennsylvania
$2.51M +$301K +10,095 +14%
Morgan Stanley
29
Morgan Stanley
New York
$2.42M +$54.3K +1,821 +2%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$2.36M +$94.1K +3,154 +4%
MML Investors Services
31
MML Investors Services
Massachusetts
$2.35M +$97K +3,252 +4%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$2.34M -$50.9K -1,706 -2%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$2.32M +$1.23M +41,369 +114%
ACA
34
Aptus Capital Advisors
Alabama
$2.29M +$34K +1,140 +2%
GWANC
35
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.29M +$34K +1,140 +2%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$2.08M +$17.9K +599 +0.9%
NP
37
NorthRock Partners
Minnesota
$2M -$11.9K -400 -0.6%
KBFS
38
Kohmann Bosshard Financial Services
Ohio
$1.82M – – –
Raymond James Financial
39
Raymond James Financial
Florida
$1.44M +$22.2K +746 +2%
BIG
40
Brookwood Investment Group
Arizona
$1.44M -$174K -5,831 -11%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$1.3M -$274K -9,183 -17%
FFG
42
Fiduciary Financial Group
California
$1.19M +$2.53K +85 +0.2%
Renaissance Technologies
43
Renaissance Technologies
New York
$1.17M +$74.6K +2,500 +7%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$1.12M -$297K -9,967 -21%
EFG
45
Everhart Financial Group
Ohio
$1.12M +$204K +6,844 +22%
SHFA
46
Sherrill & Hutchins Financial Advisory
Georgia
$1.09M – – –
DT
47
Diversified Trust
Tennessee
$1.08M +$1.08M +36,084 New
SC
48
SouthState Corp
Florida
$1.05M -$244K -8,193 -19%
RTL
49
Red Tortoise LLC
Georgia
$1.04M +$865 +29 +0.1%
MFG
50
Merit Financial Group
Georgia
$1.01M -$185K -6,192 -15%
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