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Schwab 1000 Index ETF

235 hedge funds and large institutions have $2.29B invested in Schwab 1000 Index ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 91 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 54

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

0% more funds holding

Funds holding: 234235 (+1)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.48% less ownership

Funds ownership: 48.92%48.44% (-0.48%)

4% less capital invested

Capital invested by funds: $2.37B → $2.29B (-$87.1M)

Holders
235
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
2.89%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
25
Increased
91
Reduced
54
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIAS
201
Beacon Investment Advisory Services
New Jersey
$18.8K +$19.7K +600 New
SWP
202
Strategic Wealth Partners
Ohio
$17.3K +$557 +17 +3%
BIA
203
Bell Investment Advisors
California
$16.2K +$66 +2 +0.4%
CAL
204
Capital Analysts LLC
Pennsylvania
$16K +$33 +1 +0.2%
ASN
205
Advisory Services Network
Georgia
$15.7K +$16.4K +500 New
NA
206
NewEdge Advisors
Louisiana
$14.4K -$40.3K -1,229 -73%
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$13.4K +$33 +1 +0.2%
SAM
208
Smartleaf Asset Management
Massachusetts
$13.4K
RG
209
RHL Group
Michigan
$12.9K +$13.5K +413 New
OSAM
210
O'Shaughnessy Asset Management
Connecticut
$12.9K
VWA
211
VSM Wealth Advisory
Maryland
$12.7K +$33 +1 +0.2%
HR
212
Howe & Rusling
New York
$12.7K +$2.16K +66 +19%
FDCDDQ
213
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.5K
JWA
214
JFS Wealth Advisors
Pennsylvania
$12.3K
CFG
215
Clayton Financial Group
Missouri
$9.65K +$33 +1 +0.3%
S
216
SignatureFD
Georgia
$9.43K
DFC
217
DB Fitzpatrick & Co
Idaho
$7.39K +$1.47K +45 +24%
AIA
218
Armor Investment Advisors
North Carolina
$7.3K +$3.21K +98 +73%
QWM
219
Quaker Wealth Management
New Jersey
$6.58K
GWM
220
Geneos Wealth Management
Colorado
$6.27K
GPFA
221
Game Plan Financial Advisors
Ohio
$5.86K -$491 -15 -7%
RFP
222
Root Financial Partners
California
$4.79K +$5.01K +153 New
ACM
223
Anfield Capital Management
California
$4.2K
Group One Trading
224
Group One Trading
Illinois
$3.13K +$3.28K +100 New
TCA
225
Trifecta Capital Advisors
Illinois
$2.51K

SCHK Hedge Fund Activity: Q1 2026 in Review

235 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q1 2026, worth a combined $2.29B — down 3.7% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SCHK positions and 19 closed out — a net gain of 6 holders — while 91 added to existing stakes and 54 trimmed.

The largest buyer was Creative Planning, adding an estimated $25.1M. The largest seller was Legacy Wealth Management (Tennessee), cutting an estimated $3.83M.

  • 235 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q1 2026, up from 234 in Q4 2025.
  • Funds reported $2.29B of Schwab 1000 Index ETF stock for Q1 2026, down 3.7% quarter-over-quarter.
  • 25 funds opened new Schwab 1000 Index ETF positions in Q1 2026 and 19 closed out, a net change of +6 holders.
  • The largest Schwab 1000 Index ETF buyer in Q1 2026 was Creative Planning, an estimated $25.1M added.
  • The largest Schwab 1000 Index ETF seller in Q1 2026 was Legacy Wealth Management (Tennessee), an estimated $3.83M sold.

Based on aggregated 13F filings for Q1 2026.