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Schwab 1000 Index ETF
SCHK

216 hedge funds and large institutions have $2.18B invested in Schwab 1000 Index ETF in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 72 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

341% more call options, than puts

Call options by funds: $2.73M | Put options by funds: $620K

183% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 12

47% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 49

15% more capital invested

Capital invested by funds: $1.89B → $2.18B (+$285M)

11% more funds holding

Funds holding: 195 → 216 (+21)

0.55% more ownership

Funds ownership: 49.85% → 50.4% (+0.55%)

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (0)

Holders
216
Holders Change
+21
Holders Change %
+10.77%
% 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
34
Increased
72
Reduced
49
Closed
12
Calls
$2.73M
Puts
$620K
Net Calls
+$2.11M
Net Calls Change
+$2.25M

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$61.7M
2
Charles Schwab
Charles Schwab
California
+$11.6M
3
Goldman Sachs
Goldman Sachs
New York
+$11M
4
Citadel Advisors
Citadel Advisors
Florida
+$4.16M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$3.1M

Top Sellers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
-$10.1M
2
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
-$6.7M
3
AAG
Armstrong Advisory Group
Massachusetts
-$5.44M
4
Jane Street
Jane Street
New York
-$2.16M
5
PCIA
Prime Capital Investment Advisors
Kansas
-$1.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
26
Richardson Capital Management
Wisconsin
$2.66M +$743K +26,951 +43%
BCI
27
Blue Capital Inc
Nebraska
$2.57M +$2.38M +86,230 New
CAAM
28
Cornerstone Advisors Asset Management
Pennsylvania
$2.51M +$278K +10,095 +14%
Morgan Stanley
29
Morgan Stanley
New York
$2.42M +$50.2K +1,821 +2%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$2.36M +$86.9K +3,154 +4%
MML Investors Services
31
MML Investors Services
Massachusetts
$2.35M +$89.6K +3,252 +4%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$2.34M -$47K -1,706 -2%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$2.32M +$1.14M +41,369 +114%
ACA
34
Aptus Capital Advisors
Alabama
$2.29M +$31.4K +1,140 +2%
GWANC
35
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.29M +$31.4K +1,140 +2%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$2.08M +$16.5K +599 +0.9%
BNMT
37
Bawa N Mallick Trust
New York
$2.08M – – –
NP
38
NorthRock Partners
Minnesota
$2M -$11K -400 -0.6%
KBFS
39
Kohmann Bosshard Financial Services
Ohio
$1.82M – – –
Raymond James Financial
40
Raymond James Financial
Florida
$1.44M +$20.6K +746 +2%
BIG
41
Brookwood Investment Group
Arizona
$1.44M -$161K -5,831 -11%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$1.3M -$253K -9,183 -17%
FFG
43
Fiduciary Financial Group
California
$1.19M +$2.34K +85 +0.2%
Renaissance Technologies
44
Renaissance Technologies
New York
$1.17M +$68.9K +2,500 +7%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$1.12M -$275K -9,967 -21%
EFG
46
Everhart Financial Group
Ohio
$1.12M +$189K +6,844 +22%
SHFA
47
Sherrill & Hutchins Financial Advisory
Georgia
$1.09M – – –
DT
48
Diversified Trust
Tennessee
$1.08M +$995K +36,084 New
SC
49
SouthState Corp
Florida
$1.05M -$226K -8,193 -19%
RTL
50
Red Tortoise LLC
Georgia
$1.04M +$799 +29 +0.1%
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SCHK Hedge Fund Activity: Q2 2025 in Review

216 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q2 2025, worth a combined $2.18B — up 15% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new SCHK positions and 12 closed out — a net gain of 22 holders — while 72 added to existing stakes and 49 trimmed.

The largest buyer was Creative Planning, adding an estimated $61.7M. The largest seller was Financial Engines Advisors, cutting an estimated $10.1M.

  • 216 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q2 2025, up from 195 in Q1 2025.
  • Funds reported $2.18B of Schwab 1000 Index ETF stock for Q2 2025, up 15% quarter-over-quarter.
  • 34 funds opened new Schwab 1000 Index ETF positions in Q2 2025 and 12 closed out, a net change of +22 holders.
  • The largest Schwab 1000 Index ETF buyer in Q2 2025 was Creative Planning, an estimated $61.7M added.
  • The largest Schwab 1000 Index ETF seller in Q2 2025 was Financial Engines Advisors, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2025.