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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
AssetMark Inc
176
AssetMark Inc
California
$5.82K +$5.68K +200 +1,250%
GPFA
177
Game Plan Financial Advisors
Ohio
$5.44K – – –
DAM
178
Delta Asset Management
Tennessee
$5.38K – – –
DFC
179
DB Fitzpatrick & Co
Idaho
$5.14K +$5.42K +191 New
ACM
180
Anfield Capital Management
California
$3.61K – – –
HFS
181
Hantz Financial Services
Michigan
$3K – – –
TCA
182
Trifecta Capital Advisors
Illinois
$2.15K – – –
Citigroup
183
Citigroup
New York
$1.59K +$114 +4 +7%
BCMLT
184
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.4K – – –
SRCM
185
Signature Resources Capital Management
California
$1.35K – – –
BNP Paribas Financial Markets
186
BNP Paribas Financial Markets
France
$1.35K +$1.42K +50 New
GEA
187
Glen Eagle Advisors
New Jersey
$1.08K – – –
AIA
188
Armor Investment Advisors
North Carolina
$996 +$114 +4 +12%
PS
189
Principal Securities
Iowa
$906 – – –
KHC
190
Koesten Hirschmann & Crabtree
Kansas
$539 – – –
MPWT
191
MassMutual Private Wealth & Trust
Connecticut
$538 – – –
RF
192
Robinswood Financial
Washington
$71 – – –
GWS
193
Glassman Wealth Services
Virginia
$54 – – –
IF
194
Integrity Financial
Wyoming
$54 – – –
IRC
195
Investors Research Corp
Georgia
$23 – – –
AEPWM
196
Atlantic Edge Private Wealth Management
Florida
$1 – – –
Two Sigma Investments
197
Two Sigma Investments
New York
– -$12.4M -438,200 Closed
WAG
198
Windsor Advisory Group
Ohio
– -$906K -32,017 Closed
Fisher Asset Management
199
Fisher Asset Management
Washington
– -$434K -15,314 Closed
BOH
200
Bank of Hawaii
Hawaii
– -$351K -12,400 Closed
5 6 7
8
9

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.