Schwab 1000 Index ETF
SCHK
235 hedge funds and large institutions have $2.42B invested in Schwab 1000 Index ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 70 increasing their positions, 64 reducing their positions, and 25 closing their positions.
44% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 25
4% more funds holding
Funds holding: 225 → 235 (+10)
9% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 64
4% more capital invested
Capital invested by funds: $2.33B → $2.42B (+$85.5M)
0.32% less ownership
Funds ownership: 50.09% → 49.78% (-0.32%)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$61.5M |
| 2 |
NP
NorthRock Partners
Minneapolis,
Minnesota
|
+$3.65M |
| 3 |
CAAM
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
+$3.58M |
| 4 |
WC
Wolfstich Capital
Medfield,
Massachusetts
|
+$3.53M |
| 5 |
PWA
Principia Wealth Advisory
Dallas,
Texas
|
+$3.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$30.9M |
| 2 |
LWMT
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
-$7.94M |
| 3 |
Goldman Sachs
New York
|
-$4.44M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$3.94M |
| 5 |
GS
GTS Securities
Miami,
Florida
|
-$3.13M |
SCHK Hedge Fund Activity: Q4 2025 in Review
235 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q4 2025, worth a combined $2.42B — up 3.7% from $2.33B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new SCHK positions and 25 closed out — a net gain of 11 holders — while 70 added to existing stakes and 64 trimmed.
The largest buyer was Charles Schwab, adding an estimated $61.5M. The largest seller was Financial Engines Advisors, cutting an estimated $30.9M.
- 235 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q4 2025, up from 225 in Q3 2025.
- Funds reported $2.42B of Schwab 1000 Index ETF stock for Q4 2025, up 3.7% quarter-over-quarter.
- 36 funds opened new Schwab 1000 Index ETF positions in Q4 2025 and 25 closed out, a net change of +11 holders.
- The largest Schwab 1000 Index ETF buyer in Q4 2025 was Charles Schwab, an estimated $61.5M added.
- The largest Schwab 1000 Index ETF seller in Q4 2025 was Financial Engines Advisors, an estimated $30.9M sold.
Based on aggregated 13F filings for Q4 2025.