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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
195
Holders Change
+7
Holders Change %
+3.72%
% of All Funds
2.61%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
31
Increased
61
Reduced
42
Closed
19
Calls
$86K
Puts
$221K
Net Calls
-$135K
Net Calls Change
-$50K

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$21.1M
2
Jane Street
Jane Street
New York
+$2.28M
3
Mariner
Mariner
Kansas
+$1.91M
4
PCIA
Prime Capital Investment Advisors
Kansas
+$1.65M
5
WA
Waddell & Associates
Tennessee
+$1.57M

Top Sellers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
-$21.1M
2
Two Sigma Investments
Two Sigma Investments
New York
-$12.4M
3
WIM
Warwick Investment Management
Texas
-$8.68M
4
BSTWA
Blake Schutter Theil Wealth Advisors
Ohio
-$7.5M
5
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
-$2.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
101
KCM Investment Advisors
California
$261K – – –
BWMG
102
Bannerman Wealth Management Group
Texas
$261K – – –
MWM
103
Meridian Wealth Management
Kentucky
$259K -$16.2K -572 -6%
KAS
104
Kestra Advisory Services
Texas
$251K +$265K +9,342 New
RSWM
105
Robertson Stephens Wealth Management
California
$250K +$264K +9,290 New
Millennium Management
106
Millennium Management
New York
$250K +$264K +9,279 New
UBS Group
107
UBS Group
Switzerland
$249K -$1.42K -50 -0.5%
BF
108
Brucke Financial
Indiana
$248K +$38.5K +1,355 +17%
TRCT
109
Tower Research Capital (TRC)
New York
$246K +$256K +9,017 +8,427%
RDWM
110
Red Door Wealth Management
Tennessee
$245K -$287K -10,089 -53%
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$245K +$44.2K +1,556 +21%
OFG
112
Omega Financial Group
California
$238K +$625 +22 +0.2%
IF
113
Ironwood Financial
Arizona
$236K +$10.7K +375 +4%
AI
114
Accredited Investors
Minnesota
$235K +$142 +5 +0.1%
TSS
115
Two Sigma Securities
New York
$233K +$246K +8,646 New
IWC
116
Integrated Wealth Concepts
Massachusetts
$232K +$245K +8,612 New
Envestnet Asset Management
117
Envestnet Asset Management
Illinois
$227K -$33.8K -1,189 -12%
BFG
118
Bouchey Financial Group
New York
$226K – – –
MMA
119
Miracle Mile Advisors
California
$220K +$710 +25 +0.3%
VPWA
120
Vestia Personal Wealth Advisors
Indiana
$218K -$3.12K -110 -1%
MA
121
MCF Advisors
Kentucky
$215K – – –
TVM
122
True Vision MN
Minnesota
$215K – – –
SFA
123
Sequoia Financial Advisors
Ohio
$214K +$6.36K +224 +3%
Stifel Financial
124
Stifel Financial
Missouri
$202K +$213K +7,488 New
AWM
125
Axxcess Wealth Management
California
$201K – – –
3 4
5
6 7

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.