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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

192 hedge funds and large institutions have $1.89B invested in Schwab 1000 Index ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+7
Holders Change %
+3.78%
% of All Funds
2.61%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
31
Increased
61
Reduced
42
Closed
19
Calls
$86K
Puts
$221K
Net Calls
-$135K
Net Calls Change
-$50K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$20M
2
Jane Street
Jane Street
New York
+$2.16M
3
Mariner
Mariner
Kansas
+$1.81M
4
PCIA
Prime Capital Investment Advisors
Kansas
+$1.57M
5
WA
Waddell & Associates
Tennessee
+$1.49M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$20M
2
Two Sigma Investments
Two Sigma Investments
New York
-$12.4M
3
WIM
Warwick Investment Management
Texas
-$8.22M
4
BSTWA
Blake Schutter Theil Wealth Advisors
Ohio
-$7.11M
5
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
-$2.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.26B -$20M -744,251 -2%
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$186M -$2.08M -77,146 -1%
WIM
3
Warwick Investment Management
Texas
$110M -$8.22M -305,530 -7%
AAG
4
Armstrong Advisory Group
Massachusetts
$74.5M – – –
WA
5
Waddell & Associates
Tennessee
$53.7M +$1.49M +55,225 +3%
Creative Planning
6
Creative Planning
Kansas
$23M +$20M +741,459 +658%
PSA
7
Plum Street Advisors
Louisiana
$20.1M +$418K +15,516 +2%
Focus Partners Wealth
8
Focus Partners Wealth
Massachusetts
$13.1M -$447K -16,591 -3%
BSTWA
9
Blake Schutter Theil Wealth Advisors
Ohio
$9.61M -$7.11M -264,109 -43%
LWM
10
Lighthouse Wealth Management
Ohio
$9.25M +$170K +6,313 +2%
MSFS
11
Main Street Financial Solutions
Pennsylvania
$9.16M +$989K +36,755 +12%
Mariner
12
Mariner
Kansas
$8.35M +$1.81M +67,220 +28%
SEIA
13
Signature Estate & Investment Advisors
California
$5.39M +$27.6K +1,025 +0.5%
Bank of America
14
Bank of America
North Carolina
$5.18M -$342K -12,721 -6%
US Bancorp
15
US Bancorp
Minnesota
$4.23M +$918K +34,086 +28%
HSA
16
HBK Sorce Advisory
Pennsylvania
$3.61M – – –
LPL Financial
17
LPL Financial
California
$3.46M +$693K +25,729 +25%
DACG
18
Donor Advised Charitable Giving
California
$3.24M – – –
PA
19
Parkside Advisors
California
$3.23M – – –
MCM
20
MAI Capital Management
Ohio
$2.99M – – –
Cerity Partners
21
Cerity Partners
New York
$2.49M -$39.9K -1,483 -2%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$2.16M +$162 +6 +0%
Jane Street
23
Jane Street
New York
$2.16M +$2.16M +80,110 New
Morgan Stanley
24
Morgan Stanley
New York
$2.14M +$20.1K +748 +1%
PCIA
25
Prime Capital Investment Advisors
Kansas
$2.05M +$1.57M +58,217 +326%
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