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Schwab 1000 Index ETF
SCHK

216 hedge funds and large institutions have $2.18B invested in Schwab 1000 Index ETF in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 72 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

341% more call options, than puts

Call options by funds: $2.73M | Put options by funds: $620K

183% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 12

47% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 49

15% more capital invested

Capital invested by funds: $1.89B → $2.18B (+$285M)

11% more funds holding

Funds holding: 195 → 216 (+21)

0.55% more ownership

Funds ownership: 49.85% → 50.4% (+0.55%)

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (0)

Holders
216
Holders Change
+21
Holders Change %
+10.77%
% of All Funds
2.84%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
34
Increased
72
Reduced
49
Closed
12
Calls
$2.73M
Puts
$620K
Net Calls
+$2.11M
Net Calls Change
+$2.25M

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$61.7M
2
Charles Schwab
Charles Schwab
California
+$11.6M
3
Goldman Sachs
Goldman Sachs
New York
+$11M
4
Citadel Advisors
Citadel Advisors
Florida
+$4.16M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$3.1M

Top Sellers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
-$10.1M
2
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
-$6.7M
3
AAG
Armstrong Advisory Group
Massachusetts
-$5.44M
4
Jane Street
Jane Street
New York
-$2.16M
5
PCIA
Prime Capital Investment Advisors
Kansas
-$1.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
201
Anfield Capital Management
California
$4K – – –
HFS
202
Hantz Financial Services
Michigan
$3K – – –
TCA
203
Trifecta Capital Advisors
Illinois
$2.39K – – –
BCMLT
204
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.56K – – –
SRCM
205
Signature Resources Capital Management
California
$1.49K – – –
AIA
206
Armor Investment Advisors
North Carolina
$1.28K +$165 +6 +16%
GEA
207
Glen Eagle Advisors
New Jersey
$1.2K – – –
PS
208
Principal Securities
Iowa
$954 – – –
KHC
209
Koesten Hirschmann & Crabtree
Kansas
$597 – – –
MPWT
210
MassMutual Private Wealth & Trust
Connecticut
$596 – – –
IF
211
Integrity Financial
Wyoming
$596 +$496 +18 +900%
TRCT
212
Tower Research Capital (TRC)
New York
$447 -$251K -9,109 -100%
RF
213
Robinswood Financial
Washington
$79 – – –
GWS
214
Glassman Wealth Services
Virginia
$60 – – –
GRP
215
Global Retirement Partners
California
$60 +$55 +2 New
IRC
216
Investors Research Corp
Georgia
$26 – – –
AEPWM
217
Atlantic Edge Private Wealth Management
Florida
$1 – – –
Jane Street
218
Jane Street
New York
– -$2.16M -80,110 Closed
DWM
219
Destination Wealth Management
California
– -$648K -24,065 Closed
AWS
220
Atria Wealth Solutions
New York
– -$626K -23,236 Closed
EGM
221
Engineers Gate Manager
New York
– -$408K -15,140 Closed
RA
222
RFG Advisory
Alabama
– -$352K -13,086 Closed
Millennium Management
223
Millennium Management
New York
– -$250K -9,279 Closed
AWM
224
Axxcess Wealth Management
California
– -$201K -7,454 Closed
HCP
225
Hexagon Capital Partners
Arkansas
– -$79K -2,933 Closed
6 7 8
9
10

SCHK Hedge Fund Activity: Q2 2025 in Review

216 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q2 2025, worth a combined $2.18B — up 15% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new SCHK positions and 12 closed out — a net gain of 22 holders — while 72 added to existing stakes and 49 trimmed.

The largest buyer was Creative Planning, adding an estimated $61.7M. The largest seller was Financial Engines Advisors, cutting an estimated $10.1M.

  • 216 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q2 2025, up from 195 in Q1 2025.
  • Funds reported $2.18B of Schwab 1000 Index ETF stock for Q2 2025, up 15% quarter-over-quarter.
  • 34 funds opened new Schwab 1000 Index ETF positions in Q2 2025 and 12 closed out, a net change of +22 holders.
  • The largest Schwab 1000 Index ETF buyer in Q2 2025 was Creative Planning, an estimated $61.7M added.
  • The largest Schwab 1000 Index ETF seller in Q2 2025 was Financial Engines Advisors, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2025.