Schwab 1000 Index ETF
SCHK
240 hedge funds and large institutions have $2.34B invested in Schwab 1000 Index ETF in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 93 increasing their positions, 55 reducing their positions, and 19 closing their positions.
69% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 55
37% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 19
2% more funds holding
Funds holding: 235 → 240 (+5)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
0.14% less ownership
Funds ownership: 49.78% → 49.64% (-0.14%)
3% less capital invested
Capital invested by funds: $2.42B → $2.34B (-$71.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$25.1M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$4.44M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.12M |
| 4 |
BSCCG
Blue Sky Capital Consultants Group
Poway,
California
|
+$3.11M |
| 5 |
WIM
Warwick Investment Management
Bryan,
Texas
|
+$2.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWMT
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
-$3.83M |
| 2 |
PWA
Principia Wealth Advisory
Dallas,
Texas
|
-$3.22M |
| 3 |
Lido Advisors
Los Angeles,
California
|
-$2.16M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
-$2.15M |
| 5 |
BSTWA
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
-$1.97M |
SCHK Hedge Fund Activity: Q1 2026 in Review
240 of the 8,190 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q1 2026, worth a combined $2.34B — down 3% from $2.42B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new SCHK positions and 19 closed out — a net gain of 7 holders — while 93 added to existing stakes and 55 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.
- 240 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q1 2026, up from 235 in Q4 2025.
- Funds reported $2.34B of Schwab 1000 Index ETF stock for Q1 2026, down 3% quarter-over-quarter.
- 26 funds opened new Schwab 1000 Index ETF positions in Q1 2026 and 19 closed out, a net change of +7 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.