Schwab 1000 Index ETF
SCHK
224 hedge funds and large institutions have $2.29B invested in Schwab 1000 Index ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 81 increasing their positions, 51 reducing their positions, and 13 closing their positions.
77% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 13
59% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 51
5% more capital invested
Capital invested by funds: $2.18B → $2.29B (+$116M)
4% more funds holding
Funds holding: 216 → 224 (+8)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
1.14% less ownership
Funds ownership: 50.4% → 49.27% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$36.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.34M |
| 3 |
Lido Advisors
Los Angeles,
California
|
+$3.24M |
| 4 |
GS
GTS Securities
New York
|
+$3.02M |
| 5 |
OCM
Orser Capital Management
Southlake,
Texas
|
+$2.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$61.2M |
| 2 |
WIM
Warwick Investment Management
Bryan,
Texas
|
-$18.2M |
| 3 |
LWMT
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
-$8.94M |
| 4 |
Goldman Sachs
New York
|
-$8.75M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$4.5M |
SCHK Hedge Fund Activity: Q3 2025 in Review
224 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q3 2025, worth a combined $2.29B — up 5.3% from $2.18B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new SCHK positions and 13 closed out — a net gain of 10 holders — while 81 added to existing stakes and 51 trimmed.
The largest buyer was Charles Schwab, adding an estimated $36.1M. The largest seller was Financial Engines Advisors, cutting an estimated $61.2M.
- 224 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q3 2025, up from 216 in Q2 2025.
- Funds reported $2.29B of Schwab 1000 Index ETF stock for Q3 2025, up 5.3% quarter-over-quarter.
- 23 funds opened new Schwab 1000 Index ETF positions in Q3 2025 and 13 closed out, a net change of +10 holders.
- The largest Schwab 1000 Index ETF buyer in Q3 2025 was Charles Schwab, an estimated $36.1M added.
- The largest Schwab 1000 Index ETF seller in Q3 2025 was Financial Engines Advisors, an estimated $61.2M sold.
Based on aggregated 13F filings for Q3 2025.