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Schwab 1000 Index ETF
SCHK

234 hedge funds and large institutions have $2.37B invested in Schwab 1000 Index ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 69 increasing their positions, 64 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

4% more funds holding

Funds holding: 224 → 234 (+10)

8% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 64

4% more capital invested

Capital invested by funds: $2.29B → $2.37B (+$82.2M)

0.35% less ownership

Funds ownership: 49.27% → 48.92% (-0.35%)

10% less funds holding in top 10

Funds holding in top 10: 10 → 9 (-1)

Holders
234
Holders Change
+10
Holders Change %
+4.46%
% of All Funds
2.85%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.11%
New
36
Increased
69
Reduced
64
Closed
25
Calls
$269K
Puts
–
Net Calls
+$269K
Net Calls Change
+$269K

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$61.5M
2
NP
NorthRock Partners
Minnesota
+$3.65M
3
CAAM
Cornerstone Advisors Asset Management
Pennsylvania
+$3.58M
4
WC
Wolfstich Capital
Massachusetts
+$3.53M
5
PWA
Principia Wealth Advisory
Texas
+$3.52M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$30.9M
2
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
-$7.94M
3
Goldman Sachs
Goldman Sachs
New York
-$4.44M
4
Bank of America
Bank of America
North Carolina
-$3.94M
5
GS
GTS Securities
New York
-$3.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.43B -$30.9M -950,021 -2%
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$201M -$7.94M -244,067 -4%
WIM
3
Warwick Investment Management
Texas
$115M +$102K +3,144 +0.1%
Charles Schwab
4
Charles Schwab
California
$114M +$61.5M +1,889,418 +119%
Creative Planning
5
Creative Planning
Kansas
$103M +$37.4K +1,148 +0%
AAG
6
Armstrong Advisory Group
Massachusetts
$82.9M +$3.16M +97,075 +4%
WA
7
Waddell & Associates
Tennessee
$67.9M +$677K +20,815 +1%
PSA
8
Plum Street Advisors
Louisiana
$22.8M +$457K +14,041 +2%
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$15.7M -$20.1K -619 -0.1%
MSFS
10
Main Street Financial Solutions
Pennsylvania
$13.6M +$84.2K +2,587 +0.6%
LWM
11
Lighthouse Wealth Management
Ohio
$12.3M +$529K +16,262 +5%
Mariner
12
Mariner
Kansas
$10.3M -$35.7K -1,096 -0.3%
BSTWA
13
Blake Schutter Theil Wealth Advisors
Ohio
$8.2M -$663K -20,385 -8%
LPL Financial
14
LPL Financial
California
$7.74M +$836K +25,697 +12%
SEIA
15
Signature Estate & Investment Advisors
California
$6.74M -$83.1K -2,554 -1%
CAAM
16
Cornerstone Advisors Asset Management
Pennsylvania
$6.37M +$3.58M +109,944 +130%
NP
17
NorthRock Partners
Minnesota
$5.88M +$3.65M +112,312 +168%
Bank of America
18
Bank of America
North Carolina
$5.84M -$3.94M -120,976 -40%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$4.88M -$6.21K -191 -0.1%
HSA
20
HBK Sorce Advisory
Pennsylvania
$4.15M -$55.8K -1,714 -1%
Cerity Partners
21
Cerity Partners
New York
$3.88M +$148K +4,559 +4%
DACG
22
Donor Advised Charitable Giving
California
$3.85M -$99K -3,041 -3%
MCM
23
MAI Capital Management
Ohio
$3.58M -$55.8K -1,715 -2%
US Bancorp
24
US Bancorp
Minnesota
$3.57M -$2.83M -86,983 -44%
PWA
25
Principia Wealth Advisory
Texas
$3.55M +$3.52M +108,220 New
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