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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
JIC
51
Johnson Investment Counsel
Ohio
$810K +$124K +4,368 +17%
VWA
52
Visionary Wealth Advisors
Illinois
$764K -$16.2K -570 -2%
AC
53
Avant Capital
Louisiana
$756K +$8.18K +288 +1%
CFO
54
Collective Family Office
Pennsylvania
$741K -$145K -5,114 -16%
BSCCG
55
Blue Sky Capital Consultants Group
California
$704K -$1.1M -38,652 -60%
Brown Advisory
56
Brown Advisory
Maryland
$700K – – –
DWM
57
Destination Wealth Management
California
$648K +$683K +24,065 New
Goldman Sachs
58
Goldman Sachs
New York
$629K +$663K +23,347 New
HighTower Advisors
59
HighTower Advisors
Illinois
$628K +$364K +12,813 +122%
AWS
60
Atria Wealth Solutions
New York
$626K -$8.15K -287 -1%
ONB
61
Old National Bancorp
Indiana
$621K – – –
AA
62
Ancora Advisors
Ohio
$617K – – –
FFA
63
Farther Finance Advisors
California
$615K +$646K +22,755 New
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$591K +$34K +1,197 +6%
OFG
65
Opulen Financial Group
Virginia
$569K +$601K +21,145 New
CA
66
Crewe Advisors
Utah
$542K +$653 +23 +0.1%
Comerica Bank
67
Comerica Bank
Texas
$513K -$3.89K -137 -0.7%
SCM
68
SOL Capital Management
Maryland
$511K – – –
SWM
69
SigFig Wealth Management
California
$496K +$526K +18,526 New
GI
70
GAMMA Investing
California
$494K – – –
GAM
71
Gemmer Asset Management
California
$491K +$518K +18,248 New
SWA
72
Stratos Wealth Advisors
Ohio
$483K -$3.32K -117 -0.6%
DLCIG
73
D.L. Carlson Investment Group
New Hampshire
$479K +$1.53K +54 +0.3%
SAS
74
SMI Advisory Services
Indiana
$477K -$11.8K -416 -2%
KFS
75
Kaizen Financial Strategies
California
$446K -$165K -5,821 -26%
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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.