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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 %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.39B -$10.9M -364,700 -0.8%
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$198M -$7.25M -243,200 -4%
WIM
3
Warwick Investment Management
Texas
$122M +$157K +5,281 +0.1%
Creative Planning
4
Creative Planning
Kansas
$92.2M +$66.7M +2,238,007 +262%
AAG
5
Armstrong Advisory Group
Massachusetts
$72.6M -$5.88M -197,190 -7%
WA
6
Waddell & Associates
Tennessee
$59.3M -$216K -7,255 -0.4%
PSA
7
Plum Street Advisors
Louisiana
$21.2M -$1.05M -35,302 -5%
Focus Partners Wealth
8
Focus Partners Wealth
Massachusetts
$14.3M -$155K -5,194 -1%
Charles Schwab
9
Charles Schwab
California
$12.6M +$12.6M +422,373 New
Goldman Sachs
10
Goldman Sachs
New York
$12.6M +$11.9M +397,763 +1,704%
MSFS
11
Main Street Financial Solutions
Pennsylvania
$11.8M +$1.63M +54,677 +16%
LWM
12
Lighthouse Wealth Management
Ohio
$10.3M +$33.8K +1,134 +0.3%
BSTWA
13
Blake Schutter Theil Wealth Advisors
Ohio
$9.86M -$793K -26,595 -7%
Mariner
14
Mariner
Kansas
$9.18M -$68.6K -2,299 -0.7%
US Bancorp
15
US Bancorp
Minnesota
$6.48M +$1.79M +59,931 +38%
SEIA
16
Signature Estate & Investment Advisors
California
$6.02M +$48.5K +1,626 +0.8%
Bank of America
17
Bank of America
North Carolina
$5.7M -$42.9K -1,440 -0.7%
LPL Financial
18
LPL Financial
California
$4.57M +$737K +24,729 +19%
Citadel Advisors
19
Citadel Advisors
Florida
$4.5M +$4.5M +150,750 New
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$4.06M +$3.4M +112,539 +513%
HSA
21
HBK Sorce Advisory
Pennsylvania
$3.77M -$235K -7,866 -6%
DACG
22
Donor Advised Charitable Giving
California
$3.59M – – –
PA
23
Parkside Advisors
California
$3.47M -$117K -3,912 -3%
Cerity Partners
24
Cerity Partners
New York
$3.42M +$656K +22,014 +24%
MCM
25
MAI Capital Management
Ohio
$3.31M – – –
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