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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
PFS
126
Professional Financial Solutions
Virginia
$291K
RW
127
RVW Wealth
California
$287K -$9.43K -288 -3%
KJWM
128
Kiley Juergens Wealth Management
Washington
$285K +$297K +9,082 New
KWA
129
Kingswood Wealth Advisors
California
$284K -$31.2K -951 -9%
VCAM
130
Van Cleef Asset Management
Ohio
$283K +$296K +9,046 New
AWM
131
Axxcess Wealth Management
California
$282K +$3.37K +103 +1%
BF
132
Brucke Financial
Indiana
$280K +$98 +3 +0%
OFG
133
Omega Financial Group
California
$279K +$688 +21 +0.2%
MMA
134
Miracle Mile Advisors
California
$278K +$20.7K +632 +8%
BFG
135
Bouchey Financial Group
New York
$274K
IF
136
Ironwood Financial
Arizona
$274K
AI
137
Accredited Investors
Minnesota
$274K +$164 +5 +0.1%
RA
138
RFG Advisory
Alabama
$274K -$1.22M -37,186 -81%
MA
139
MCF Advisors
Kentucky
$251K
FMWA
140
Forvis Mazars Wealth Advisors
Missouri
$251K +$655 +20 +0.3%
TVM
141
True Vision MN
Minnesota
$250K -$983 -30 -0.4%
CCA
142
Cadent Capital Advisors
Oklahoma
$244K +$256K +7,800 New
BIG
143
Brooklyn Investment Group
New York
$244K +$25.8K +788 +11%
VPWA
144
Vestia Personal Wealth Advisors
Indiana
$243K -$3.28K -100 -1%
FGA
145
Fortis Group Advisors
New Jersey
$243K
Cambridge Investment Research Advisors
146
Cambridge Investment Research Advisors
Iowa
$239K -$9.47K -289 -4%
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$235K +$229 +7 +0.1%
MF
148
Manchester Financial
California
$233K
ST
149
Spinnaker Trust
Maine
$227K
EAM
150
Evanson Asset Management
California
$226K -$826K -25,219 -78%

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.