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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

212 hedge funds and large institutions have $2.17B invested in Schwab 1000 Index ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 48 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+20
Holders Change %
+10.42%
% 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
33
Increased
72
Reduced
48
Closed
11
Calls
$2.73M
Puts
$620K
Net Calls
+$2.11M
Net Calls Change
+$2.25M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$92.2M
2
Charles Schwab
Charles Schwab
California
$12.6M
3
Goldman Sachs
Goldman Sachs
New York
$12.6M
4
Citadel Advisors
Citadel Advisors
Florida
$4.5M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$4.06M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.39B
2
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
$198M
3
AAG
Armstrong Advisory Group
Massachusetts
$72.6M
4
Jane Street
Jane Street
New York
$0
5
PCIA
Prime Capital Investment Advisors
Kansas
$393K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCMLT
201
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.56K – – –
SRCM
202
Signature Resources Capital Management
California
$1.49K – – –
AIA
203
Armor Investment Advisors
North Carolina
$1.28K +$179 +6 +16%
GEA
204
Glen Eagle Advisors
New Jersey
$1.2K – – –
PS
205
Principal Securities
Iowa
$954 – – –
KHC
206
Koesten Hirschmann & Crabtree
Kansas
$597 – – –
MPWT
207
MassMutual Private Wealth & Trust
Connecticut
$596 – – –
IF
208
Integrity Financial
Wyoming
$596 +$536 +18 +900%
TRCT
209
Tower Research Capital (TRC)
New York
$447 -$271K -9,109 -100%
GWS
210
Glassman Wealth Services
Virginia
$60 – – –
GRP
211
Global Retirement Partners
California
$60 +$60 +2 New
IRC
212
Investors Research Corp
Georgia
$26 – – –
AEPWM
213
Atlantic Edge Private Wealth Management
Florida
$1 -$1 – –
Jane Street
214
Jane Street
New York
– -$2.16M -80,110 Closed
DWM
215
Destination Wealth Management
California
– -$648K -24,065 Closed
AWS
216
Atria Wealth Solutions
New York
– -$626K -23,236 Closed
EGM
217
Engineers Gate Manager
New York
– -$408K -15,140 Closed
RA
218
RFG Advisory
Alabama
– -$352K -13,086 Closed
Millennium Management
219
Millennium Management
New York
– -$250K -9,279 Closed
AWM
220
Axxcess Wealth Management
California
– -$201K -7,454 Closed
HCP
221
Hexagon Capital Partners
Arkansas
– -$79K -2,933 Closed
DAM
222
Delta Asset Management
Tennessee
– -$5.38K -200 Closed
Citigroup
223
Citigroup
New York
– -$1.59K -59 Closed
BNP Paribas Financial Markets
224
BNP Paribas Financial Markets
France
– -$1.35K -50 Closed
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