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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$61.7M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$11.6M |
| 3 |
Goldman Sachs
New York
|
+$11M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$4.16M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$3.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$10.1M |
| 2 |
LWMT
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
-$6.7M |
| 3 |
AAG
Armstrong Advisory Group
Needham,
Massachusetts
|
-$5.44M |
| 4 |
Jane Street
New York
|
-$2.16M |
| 5 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$1.73M |
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.