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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
PCG
151
Prosperity Consulting Group
Maryland
$221K
AWC
152
Adamsbrown Wealth Consultants
Kansas
$220K +$131 +4 +0.1%
AWM
153
Abound Wealth Management
Tennessee
$216K +$142K +4,335 +169%
AIA
154
AssuredPartners Investment Advisors
Florida
$216K +$223K +6,795 New
LIWM
155
Long Island Wealth Management
New York
$213K
HP
156
Holistic Planning
Texas
$205K
EW
157
Element Wealth
Mississippi
$204K
William Blair & Company
158
William Blair & Company
Illinois
$192K
HI
159
Harbour Investments
Wisconsin
$184K +$6.39K +195 +3%
SC
160
SouthState Corp
Florida
$179K -$19.7K -602 -10%
PIP
161
Peachtree Investment Partners
Florida
$164K +$459 +14 +0.3%
CPG
162
Cornerstone Planning Group
New Jersey
$163K +$153K +4,665 New
RIL
163
Rothschild Investment LLC
Illinois
$153K
PK
164
Pflug Koory
Nebraska
$152K +$360 +11 +0.2%
UBS Group
165
UBS Group
Switzerland
$152K -$151K -4,610 -49%
MWA
166
Medallion Wealth Advisors
Connecticut
$142K
CPA
167
Cardiff Park Advisors
California
$139K
Russell Investments Group
168
Russell Investments Group
United Kingdom
$132K +$753 +23 +0.5%
PA
169
Parallel Advisors
California
$126K +$120K +3,673 +1,029%
TCM
170
TD Capital Management
Tennessee
$126K +$393 +12 +0.3%
BCWM
171
Bartlett & Co Wealth Management
Ohio
$123K +$8.19K +250 +8%
IA
172
IFP Advisors
Florida
$122K +$33 +1 +0%
ME
173
McIlrath & Eck
Washington
$117K
HHGA
174
Halbert Hargrove Global Advisors
California
$110K
AC
175
AlphaCore Capital
California
$103K -$16.4K -500 -13%

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.