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Schwab 1000 Index ETF
SCHK

234 hedge funds and large institutions have $2.37B invested in Schwab 1000 Index ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 69 increasing their positions, 64 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

4% more funds holding

Funds holding: 224 → 234 (+10)

8% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 64

4% more capital invested

Capital invested by funds: $2.29B → $2.37B (+$82.2M)

0.35% less ownership

Funds ownership: 49.27% → 48.92% (-0.35%)

10% less funds holding in top 10

Funds holding in top 10: 10 → 9 (-1)

Holders
234
Holders Change
+10
Holders Change %
+4.46%
% of All Funds
2.85%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.11%
New
36
Increased
69
Reduced
64
Closed
25
Calls
$269K
Puts
–
Net Calls
+$269K
Net Calls Change
+$269K

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$61.5M
2
NP
NorthRock Partners
Minnesota
+$3.65M
3
CAAM
Cornerstone Advisors Asset Management
Pennsylvania
+$3.58M
4
WC
Wolfstich Capital
Massachusetts
+$3.53M
5
PWA
Principia Wealth Advisory
Texas
+$3.52M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$30.9M
2
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
-$7.94M
3
Goldman Sachs
Goldman Sachs
New York
-$4.44M
4
Bank of America
Bank of America
North Carolina
-$3.94M
5
GS
GTS Securities
New York
-$3.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
Lido Advisors
26
Lido Advisors
California
$3.49M +$132K +4,052 +4%
WFAG
27
Wescott Financial Advisory Group
Pennsylvania
$2.97M +$2.95M +90,623 New
Morgan Stanley
28
Morgan Stanley
New York
$2.81M +$149K +4,590 +6%
OCM
29
Orser Capital Management
Texas
$2.73M -$3.25K -100 -0.1%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$2.69M +$1.04K +32 +0%
ACA
31
Aptus Capital Advisors
Alabama
$2.62M +$155K +4,770 +6%
GWANC
32
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.62M +$155K +4,770 +6%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$2.58M +$40.6K +1,248 +2%
CWA
34
Crusonia Wealth Advisors
Colorado
$2.57M +$2.55M +78,464 New
FL
35
FreeGulliver LLC
Louisiana
$2.53M +$2.51M +77,041 New
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$2.52M +$92.3K +2,836 +4%
MML Investors Services
37
MML Investors Services
Massachusetts
$2.3M -$20.3K -623 -0.9%
BNMT
38
Bawa N Mallick Trust
New York
$2.29M – – –
KBFS
39
Kohmann Bosshard Financial Services
Ohio
$2M +$33 +1 +0%
Renaissance Technologies
40
Renaissance Technologies
New York
$1.67M -$1.98M -60,800 -54%
WC
41
Wolfstich Capital
Massachusetts
$1.58M +$3.53M +108,453 New
CWWM
42
Curry Webb Wealth Management
Indiana
$1.53M +$1.52M +46,736 New
SHFA
43
Sherrill & Hutchins Financial Advisory
Georgia
$1.51M +$4.85K +149 +0.3%
RA
44
RFG Advisory
Alabama
$1.51M -$524K -16,094 -26%
RCM
45
Richardson Capital Management
Wisconsin
$1.51M -$876K -26,909 -37%
Raymond James Financial
46
Raymond James Financial
Florida
$1.49M -$30.9K -951 -2%
BIG
47
Brookwood Investment Group
Arizona
$1.39M -$16.5K -508 -1%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$1.35M -$82.9K -2,549 -6%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$1.33M -$677K -20,797 -34%
FFG
50
Fiduciary Financial Group
California
$1.31M +$2.93K +90 +0.2%
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