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Schwab 1000 Index ETF

235 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, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 54

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

0% more funds holding

Funds holding: 234235 (+1)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.48% less ownership

Funds ownership: 48.92%48.44% (-0.48%)

4% less capital invested

Capital invested by funds: $2.37B → $2.29B (-$87.1M)

Holders
235
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
2.89%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
25
Increased
91
Reduced
54
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
101
Allworth Financial
California
$439K -$125K -3,825 -21%
HWM
102
HB Wealth Management
Georgia
$439K
USCWA
103
U.S. Capital Wealth Advisors
Texas
$427K
AAP
104
Arax Advisory Partners
Colorado
$425K +$5.54K +169 +1%
Truist Financial
105
Truist Financial
North Carolina
$406K +$425K +12,973 New
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$406K +$18.3K +559 +5%
SCP
107
Stevens Capital Partners
Nebraska
$401K +$1.21K +37 +0.3%
BBPWM
108
Blue Bell Private Wealth Management
Pennsylvania
$391K +$3.28K +100 +0.8%
Envestnet Asset Management
109
Envestnet Asset Management
Illinois
$388K +$406K +12,395 New
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$373K +$366K +11,186 +1,575%
PPWM
111
Premier Private Wealth Management
Florida
$372K -$21.7K -663 -5%
LIM
112
Leavell Investment Management
Alabama
$355K
VV
113
Verity & Verity
South Carolina
$352K -$63.9K -1,951 -15%
Royal Bank of Canada
114
Royal Bank of Canada
Ontario, Canada
$351K -$4.29K -131 -1%
IWC
115
Integrated Wealth Concepts
Massachusetts
$348K +$154K +4,706 +73%
D.E. Shaw & Co
116
D.E. Shaw & Co
New York
$341K +$356K +10,873 New
FWA
117
Fulcrum Wealth Advisors
Washington
$340K
FPAS
118
Focus Partners Advisor Solutions
Missouri
$334K -$37.2K -1,135 -10%
SFA
119
Sequoia Financial Advisors
Ohio
$322K +$67.1K +2,047 +25%
AWAG
120
ARS Wealth Advisors Group
Florida
$316K +$950 +29 +0.3%
OIA
121
OneDigital Investment Advisors
Kansas
$312K +$1.64K +50 +0.5%
KIA
122
KCM Investment Advisors
California
$304K
MWM
123
Meridian Wealth Management
Kentucky
$304K +$884 +27 +0.3%
KAS
124
Kestra Advisory Services
Texas
$304K +$33 +1 +0%
RDWM
125
Red Door Wealth Management
Tennessee
$298K -$950 -29 -0.3%

SCHK Hedge Fund Activity: Q1 2026 in Review

235 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q1 2026, worth a combined $2.29B — down 3.7% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SCHK positions and 19 closed out — a net gain of 6 holders — while 91 added to existing stakes and 54 trimmed.

The largest buyer was Creative Planning, adding an estimated $25.1M. The largest seller was Legacy Wealth Management (Tennessee), cutting an estimated $3.83M.

  • 235 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q1 2026, up from 234 in Q4 2025.
  • Funds reported $2.29B of Schwab 1000 Index ETF stock for Q1 2026, down 3.7% quarter-over-quarter.
  • 25 funds opened new Schwab 1000 Index ETF positions in Q1 2026 and 19 closed out, a net change of +6 holders.
  • The largest Schwab 1000 Index ETF buyer in Q1 2026 was Creative Planning, an estimated $25.1M added.
  • The largest Schwab 1000 Index ETF seller in Q1 2026 was Legacy Wealth Management (Tennessee), an estimated $3.83M sold.

Based on aggregated 13F filings for Q1 2026.