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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 %
HWA
101
Heartwood Wealth Advisors
Virginia
$356K +$356K +11,941 New
Envestnet Asset Management
102
Envestnet Asset Management
Illinois
$354K +$103K +3,451 +41%
WA
103
Waverly Advisors
Alabama
$341K -$10.3K -344 -3%
FFA
104
Farther Finance Advisors
California
$338K -$340K -11,413 -50%
YIA
105
YHB Investment Advisors
Connecticut
$327K +$59 +2 +0%
IWC
106
Integrated Wealth Concepts
Massachusetts
$313K +$56.5K +1,896 +22%
AWAG
107
ARS Wealth Advisors Group
Florida
$298K +$865 +29 +0.3%
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$292K +$1.34K +45 +0.5%
KIA
109
KCM Investment Advisors
California
$290K – – –
BF
110
Brucke Financial
Indiana
$288K +$10.9K +366 +4%
MWM
111
Meridian Wealth Management
Kentucky
$287K +$239 +8 +0.1%
RW
112
RVW Wealth
California
$281K +$281K +9,436 New
BWMG
113
Bannerman Wealth Management Group
Texas
$281K -$7.63K -256 -3%
KAS
114
Kestra Advisory Services
Texas
$279K – – –
RSWM
115
Robertson Stephens Wealth Management
California
$277K – – –
EWM
116
Empirical Wealth Management
Washington
$277K -$34.8K -1,166 -11%
RDWM
117
Red Door Wealth Management
Tennessee
$272K +$119 +4 +0%
UBS Group
118
UBS Group
Switzerland
$271K -$4.47K -150 -2%
OFG
119
Omega Financial Group
California
$264K +$596 +20 +0.2%
FPAS
120
Focus Partners Advisor Solutions
Missouri
$263K +$263K +8,807 New
AI
121
Accredited Investors
Minnesota
$260K +$119 +4 +0%
BFG
122
Bouchey Financial Group
New York
$250K – – –
SFA
123
Sequoia Financial Advisors
Ohio
$247K +$10.3K +347 +4%
MMA
124
Miracle Mile Advisors
California
$245K +$1.25K +42 +0.5%
VPWA
125
Vestia Personal Wealth Advisors
Indiana
$240K -$2.18K -73 -0.9%
3 4
5
6 7