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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$21.1M |
| 2 |
Jane Street
New York
|
+$2.28M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$1.91M |
| 4 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$1.65M |
| 5 |
WA
Waddell & Associates
Memphis,
Tennessee
|
+$1.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$21.1M |
| 2 |
Two Sigma Investments
New York
|
-$12.4M |
| 3 |
WIM
Warwick Investment Management
Bryan,
Texas
|
-$8.68M |
| 4 |
BSTWA
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
-$7.5M |
| 5 |
LWMT
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
-$2.19M |
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.