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Schwab 1000 Index ETF

235 hedge funds and large institutions have $2.29B invested in Schwab 1000 Index ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 91 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 54

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

0% more funds holding

Funds holding: 234235 (+1)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.48% less ownership

Funds ownership: 48.92%48.44% (-0.48%)

4% less capital invested

Capital invested by funds: $2.37B → $2.29B (-$87.1M)

Holders
235
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
2.89%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
25
Increased
91
Reduced
54
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DT
51
Diversified Trust
Tennessee
$1.24M
CIM
52
Catalyst Investment Management
New Hampshire
$1.24M -$11.7K -356 -1%
EFG
53
Everhart Financial Group
Ohio
$1.23M +$60.9K +1,858 +5%
Jane Street
54
Jane Street
New York
$1.23M +$1.29M +39,245 New
SWM
55
SigFig Wealth Management
California
$1.21M +$329K +10,051 +35%
Stifel Financial
56
Stifel Financial
Missouri
$1.14M +$97.6K +2,979 +9%
CA
57
Clearstead Advisors
Ohio
$1.1M +$42K +1,282 +4%
Raymond James Financial
58
Raymond James Financial
Florida
$1.1M -$337K -10,274 -23%
HighTower Advisors
59
HighTower Advisors
Illinois
$1.05M +$107K +3,253 +11%
RTL
60
Red Tortoise LLC
Georgia
$1.04M -$2.72K -83 -0.2%
OFG
61
Opulen Financial Group
Virginia
$1.02M +$49.1K +1,500 +5%
BlackRock
62
BlackRock
New York
$1M +$725K +22,138 +225%
OCM
63
One Capital Management
California
$961K +$1M +30,673 New
SA
64
Sanctuary Advisors
Indiana
$961K +$16.3K +498 +2%
EWP
65
Elevation Wealth Partners
California
$948K
AC
66
Avant Capital
Louisiana
$947K -$27.6K -843 -3%
ML
67
McAdam LLC
Pennsylvania
$938K -$23.9K -730 -2%
JIC
68
Johnson Investment Counsel
Ohio
$918K -$11.1K -340 -1%
CFO
69
Collective Family Office
Pennsylvania
$895K +$94K +2,869 +11%
FFA
70
Farther Finance Advisors
California
$843K +$59.2K +1,808 +7%
MFG
71
Merit Financial Group
Georgia
$815K -$19K -580 -2%
Brown Advisory
72
Brown Advisory
Maryland
$815K
QCM
73
Quantinno Capital Management
New York
$755K +$139K +4,242 +21%
KFS
74
Kaizen Financial Strategies
California
$755K +$43.7K +1,335 +6%
CFO
75
Cambient Family Office
Michigan
$751K +$11.3K +346 +1%

SCHK Hedge Fund Activity: Q1 2026 in Review

235 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q1 2026, worth a combined $2.29B — down 3.7% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SCHK positions and 19 closed out — a net gain of 6 holders — while 91 added to existing stakes and 54 trimmed.

The largest buyer was Creative Planning, adding an estimated $25.1M. The largest seller was Legacy Wealth Management (Tennessee), cutting an estimated $3.83M.

  • 235 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q1 2026, up from 234 in Q4 2025.
  • Funds reported $2.29B of Schwab 1000 Index ETF stock for Q1 2026, down 3.7% quarter-over-quarter.
  • 25 funds opened new Schwab 1000 Index ETF positions in Q1 2026 and 19 closed out, a net change of +6 holders.
  • The largest Schwab 1000 Index ETF buyer in Q1 2026 was Creative Planning, an estimated $25.1M added.
  • The largest Schwab 1000 Index ETF seller in Q1 2026 was Legacy Wealth Management (Tennessee), an estimated $3.83M sold.

Based on aggregated 13F filings for Q1 2026.