Schwab 1000 Index ETF
SCHK
268 hedge funds and large institutions have $2.84B invested in Schwab 1000 Index ETF in 2026 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 80 increasing their positions, 70 reducing their positions, and 14 closing their positions.
257% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 14
21% more capital invested
Capital invested by funds: $2.34B → $2.84B (+$499M)
14% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 70
12% more funds holding
Funds holding: 240 → 268 (+28)
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
0.51% more ownership
Funds ownership: 49.64% → 50.16% (+0.51%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAG
Armstrong Advisory Group
Needham,
Massachusetts
|
+$141M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$48.4M |
| 3 |
FL
FreeGulliver LLC
New Orleans,
Louisiana
|
+$11.7M |
| 4 |
PWA
Principia Wealth Advisory
Dallas,
Texas
|
+$3.73M |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$3.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$59M |
| 2 |
LWMT
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
-$5.32M |
| 3 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$4.33M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.26M |
| 5 |
BSCCG
Blue Sky Capital Consultants Group
Poway,
California
|
-$3.01M |
SCHK Hedge Fund Activity: Q2 2026 in Review
268 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q2 2026, worth a combined $2.84B — up 21% from $2.34B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new SCHK positions and 14 closed out — a net gain of 36 holders — while 80 added to existing stakes and 70 trimmed.
The largest buyer was Armstrong Advisory Group, adding an estimated $141M. The largest seller was Financial Engines Advisors, cutting an estimated $59M.
- 268 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q2 2026, up from 240 in Q1 2026.
- Funds reported $2.84B of Schwab 1000 Index ETF stock for Q2 2026, up 21% quarter-over-quarter.
- 50 funds opened new Schwab 1000 Index ETF positions in Q2 2026 and 14 closed out, a net change of +36 holders.
- The largest Schwab 1000 Index ETF buyer in Q2 2026 was Armstrong Advisory Group, an estimated $141M added.
- The largest Schwab 1000 Index ETF seller in Q2 2026 was Financial Engines Advisors, an estimated $59M sold.
Based on aggregated 13F filings for Q2 2026.