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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
224
Holders Change
+8
Holders Change %
+3.7%
% of All Funds
2.94%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
23
Increased
81
Reduced
51
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$36.1M
2
Bank of America
Bank of America
North Carolina
+$3.34M
3
Lido Advisors
Lido Advisors
California
+$3.24M
4
GS
GTS Securities
New York
+$3.02M
5
OCM
Orser Capital Management
Texas
+$2.58M

Top Sellers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
-$61.2M
2
WIM
Warwick Investment Management
Texas
-$18.2M
3
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
-$8.94M
4
Goldman Sachs
Goldman Sachs
New York
-$8.75M
5
Citadel Advisors
Citadel Advisors
Florida
-$4.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
201
Larson Financial Group
Missouri
$8.03K -$23.2K -750 -75%
PC
202
Promus Capital
Illinois
$6.94K – – –
QWM
203
Quaker Wealth Management
New Jersey
$6.75K – – –
GPFA
204
Game Plan Financial Advisors
Ohio
$6.49K – – –
GWM
205
Geneos Wealth Management
Colorado
$6.42K – – –
MCM
206
Manchester Capital Management
Vermont
$6.3K +$6.07K +196 New
DFC
207
DB Fitzpatrick & Co
Idaho
$6.13K – – –
KWM
208
Kiker Wealth Management
Georgia
$5.72K +$5.51K +178 New
ACM
209
Anfield Capital Management
California
$4.3K – – –
HFS
210
Hantz Financial Services
Michigan
$3K – – –
TCA
211
Trifecta Capital Advisors
Illinois
$2.57K – – –
ETC
212
Exchange Traded Concepts
Oklahoma
$2.38K -$161K -5,195 -99%
SRCM
213
Signature Resources Capital Management
California
$1.61K – – –
AIA
214
Armor Investment Advisors
North Carolina
$1.41K +$31 +1 +2%
GEA
215
Glen Eagle Advisors
New Jersey
$1.29K – – –
PS
216
Principal Securities
Iowa
$1.03K – – –
Citigroup
217
Citigroup
New York
$867 +$836 +27 New
KHC
218
Koesten Hirschmann & Crabtree
Kansas
$643 – – –
IF
219
Integrity Financial
Wyoming
$642 – – –
MPWT
220
MassMutual Private Wealth & Trust
Connecticut
$642 – – –
RF
221
Robinswood Financial
Washington
$86 – – –
GWS
222
Glassman Wealth Services
Virginia
$64 – – –
GRP
223
Global Retirement Partners
California
$64 – – –
IRC
224
Investors Research Corp
Georgia
$28 – – –
AEPWM
225
Atlantic Edge Private Wealth Management
Florida
$1 – – –
6 7 8
9
10

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.