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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

212 hedge funds and large institutions have $2.17B invested in Schwab 1000 Index ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 48 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+20
Holders Change %
+10.42%
% of All Funds
2.84%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
33
Increased
72
Reduced
48
Closed
11
Calls
$2.73M
Puts
$620K
Net Calls
+$2.11M
Net Calls Change
+$2.25M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$92.2M
2
Charles Schwab
Charles Schwab
California
$12.6M
3
Goldman Sachs
Goldman Sachs
New York
$12.6M
4
Citadel Advisors
Citadel Advisors
Florida
$4.5M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$4.06M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.39B
2
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
$198M
3
AAG
Armstrong Advisory Group
Massachusetts
$72.6M
4
Jane Street
Jane Street
New York
$0
5
PCIA
Prime Capital Investment Advisors
Kansas
$393K
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
76
GAMMA Investing
California
$548K – – –
VT
77
Vise Technologies
New York
$539K +$539K +18,068 New
DLCIG
78
D.L. Carlson Investment Group
New Hampshire
$532K +$1.52K +51 +0.3%
SWA
79
Stratos Wealth Advisors
Ohio
$512K -$23.1K -774 -4%
JPMorgan Chase & Co
80
JPMorgan Chase & Co
New York
$510K +$172K +5,766 +51%
KFS
81
Kaizen Financial Strategies
California
$494K – – –
PIA
82
Pinion Investment Advisors
Kansas
$489K -$487K -16,316 -50%
ACM
83
Alamar Capital Management
California
$477K +$865 +29 +0.2%
ABC
84
Associated Banc-Corp
Wisconsin
$472K – – –
HL
85
HeadInvest LLC
Maine
$471K – – –
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$470K +$470K +15,751 New
BPA
87
Beacon Pointe Advisors
California
$464K +$14.8K +495 +3%
CPIG
88
Chicago Partners Investment Group
Illinois
$461K -$184 -6 -0%
WG
89
Welch Group
Alabama
$429K – – –
AF
90
Allworth Financial
California
$418K -$1.94K -65 -0.5%
HWM
91
HB Wealth Management
Georgia
$412K -$6.26K -210 -1%
BBPWM
92
Blue Bell Private Wealth Management
Pennsylvania
$410K -$6.02K -202 -1%
Osaic Holdings
93
Osaic Holdings
Arizona
$407K +$28.5K +973 +8%
USCWA
94
U.S. Capital Wealth Advisors
Texas
$406K – – –
BJL
95
Brighton Jones LLC
Washington
$406K +$406K +13,617 New
VV
96
Verity & Verity
South Carolina
$402K – – –
LIM
97
Leavell Investment Management
Alabama
$401K -$1.49K -50 -0.4%
PCIA
98
Prime Capital Investment Advisors
Kansas
$393K -$1.88M -62,899 -83%
SCP
99
Stevens Capital Partners
Nebraska
$373K +$373K +12,231 New
OIA
100
OneDigital Investment Advisors
Kansas
$362K +$10.7K +358 +3%
2 3
4
5 6