SCHK icon

Schwab 1000 Index ETF

232 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, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
101
HB Wealth Management
Georgia
$439K
USCWA
102
U.S. Capital Wealth Advisors
Texas
$427K
AAP
103
Arax Advisory Partners
Colorado
$425K
Truist Financial
104
Truist Financial
North Carolina
$406K
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$406K
SCP
106
Stevens Capital Partners
Nebraska
$401K
BBPWM
107
Blue Bell Private Wealth Management
Pennsylvania
$391K
Envestnet Asset Management
108
Envestnet Asset Management
Illinois
$388K
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$373K
PPWM
110
Premier Private Wealth Management
Florida
$372K
LIM
111
Leavell Investment Management
Alabama
$355K
VV
112
Verity & Verity
South Carolina
$352K
Royal Bank of Canada
113
Royal Bank of Canada
Ontario, Canada
$351K
IWC
114
Integrated Wealth Concepts
Massachusetts
$348K
D.E. Shaw & Co
115
D.E. Shaw & Co
New York
$341K
FWA
116
Fulcrum Wealth Advisors
Washington
$340K
FPAS
117
Focus Partners Advisor Solutions
Missouri
$334K
SFA
118
Sequoia Financial Advisors
Ohio
$322K
AWAG
119
ARS Wealth Advisors Group
Florida
$316K
OIA
120
OneDigital Investment Advisors
Kansas
$312K
KIA
121
KCM Investment Advisors
California
$304K
MWM
122
Meridian Wealth Management
Kentucky
$304K
KAS
123
Kestra Advisory Services
Texas
$304K
RDWM
124
Red Door Wealth Management
Tennessee
$298K
PFS
125
Professional Financial Solutions
Virginia
$291K