Schwab 1000 Index ETF

SCHK • ARCA

Schwab 1000 Index ETF is an exchange-traded fund on ARCA. As of Q3 2025, 212 institutional investors hold shares in this ETF, with total holdings valued at $2.3B. Financial Engines Advisors L.L.C. is the largest holder with a position valued at $1.4B.

Overview

Overview of institutional ownership in SCHK as of Q3 2025

All Institutions

Institutions: 212
Value Held: $2.3B
Shares Held: 71.2M
Avg Position: $10.8M
Median Position: $369.2K

Hedge Funds

Hedge Funds: 3
Value Held: $7.9M
Shares Held: 245.5K
Avg Position: $2.6M
Median Position: $3.6M

Biggest Investors

Institutions with the largest positions in SCHK as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
F Financial Engines Advisors L.L.C. Institution	-	$1.4B 2.74% of portfolio	44.6M shares	Q4 2022 Held for 2y 11m	$52.4B
Legacy Wealth Management, Inc RIA/Wealth	Duncan L Miller CEO	$204.3M 12.03% of portfolio	6.4M shares	Q1 2024 Held for 1y 8m	$1.7B
Warwick Investment Management, Inc. Private Equity	Katherine Taaffe Richard Kanady CEO	$112.4M 19.51% of portfolio	3.5M shares	Q4 2023 Held for 1y 11m	$576.1M
Creative Planning RIA/Wealth	Peter Alex Mallouk CEO	$100.6M 0.08% of portfolio	3.1M shares	Q4 2022 Held for 2y 11m	$130.86B
ARMSTRONG ADVISORY GROUP, INC RIA/Wealth	Michael Sargent Armstrong President	$78.0M 5.91% of portfolio	2.4M shares	Q4 2022 Held for 2y 11m	$1.3B
WADDELL & ASSOCIATES, LLC RIA/Wealth	David Sewall Waddell CEO	$65.9M 5.60% of portfolio	2.1M shares	Q4 2022 Held for 2y 11m	$1.2B
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	Omar Aguilar Chavez CEO	$51.0M 0.01% of portfolio	1.6M shares	Q2 2025 Held for 5 months	$620.51B
Plum Street Advisors, LLC RIA/Wealth	David Dirks Partner	$21.9M 8.46% of portfolio	682.1K shares	Q4 2023 Held for 1y 11m	$259.0M
C Colony Group, LLC Institution	-	$15.4M 0.03% of portfolio	477.9K shares	Q3 2024 Held for 1y 2m	$61.0B
Main Street Financial Solutions, LLC RIA/Wealth	Brett Robert Danko CEO	$13.2M 0.85% of portfolio	411.3K shares	Q1 2024 Held for 1y 8m	$1.6B

Net Capital Flow

Institutional buying and selling activity for SCHK in Q3 2025

Traded: −$43.6M
Buyers: 101
Sellers: 58
Total Bought: +$72.9M
Total Sold: −$116.6M
Avg Position: $10.0M

Biggest Buyers

Institution	Net Bought	Current Position
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	+$37.4M +1.2M shares	$51.0M 1.6M shares
BANK OF AMERICA CORP /DE/ Institution	+$3.5M +108.1K shares	$9.6M 299.1K shares
Lido Advisors, LLC RIA/Wealth	+$3.4M +104.6K shares	$3.4M 104.6K shares
G GTS SECURITIES LLC Institution	+$3.1M +97.5K shares	$3.1M 97.5K shares
B BRIDGER CAPITAL MANAGEMENT, LLC RIA/Wealth	+$2.7M +83.3K shares	$2.7M 83.3K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	+$2.3M +72.2K shares	$3.6M 111.6K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	+$2.3M +-8.0K shares	$2.3M 70.7K shares
WADDELL & ASSOCIATES, LLC RIA/Wealth	+$2.0M +63.3K shares	$65.9M 2.1M shares
RFG Advisory Group, LLC RIA/Wealth	+$2.0M +62.0K shares	$2.0M 62.0K shares
L LPL Financial LLC Institution	+$1.8M +57.1K shares	$6.8M 210.4K shares

Biggest Sellers

Institution	Net Sold	Current Position
F Financial Engines Advisors L.L.C. Institution	−$63.5M −2.0M shares	$1.4B 44.6M shares
Warwick Investment Management, Inc. Private Equity	−$18.9M −588.4K shares	$112.4M 3.5M shares
Legacy Wealth Management, Inc RIA/Wealth	−$9.3M −288.7K shares	$204.3M 6.4M shares
GOLDMAN SACHS GROUP INC Institution	−$9.1M −282.7K shares	$4.4M 138.4K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$4.5M −150.8K shares	Sold Off 0 shares
B Blue Capital, Inc. RIA/Wealth	−$2.6M −86.2K shares	Sold Off 0 shares
B Blake Schutter Theil Wealth Advisors, LLC RIA/Wealth	−$1.9M −60.0K shares	$8.7M 270.5K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	−$930.4K −31.2K shares	Sold Off 0 shares
Plum Street Advisors, LLC RIA/Wealth	−$907.3K −28.2K shares	$21.9M 682.1K shares
FIRST FINANCIAL HOLDINGS, INC. Institution	−$850.0K −26.5K shares	$281.1K 8.8K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SCHK in Q3 2025

New Positions: 20
New Value: $14.9M
Exited Positions: 15
Exited Value: $8.8M

New Positions

Institution	Position Value
Lido Advisors, LLC RIA/Wealth	$3.4M 104.6K shares
G GTS SECURITIES LLC Institution	$3.1M 97.5K shares
B BRIDGER CAPITAL MANAGEMENT, LLC RIA/Wealth	$2.7M 83.3K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	$2.3M 70.7K shares
Claro Advisors LLC RIA/Wealth	$1.1M 33.8K shares
R River Wealth Advisors LLC RIA/Wealth	$626.8K 19.5K shares
C Cornerstone Advisory, LLP RIA/Wealth	$436.6K 13.6K shares
Sontag Advisory, LLC RIA/Wealth	$308.6K 9.6K shares
Quantinno Capital Management LP Hedge Fund•Market Neutral	$238.3K 7.4K shares
Prosperity Consulting Group, LLC RIA/Wealth	$226.2K 7.0K shares

Exited Positions

Institution	Previous Position
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$4.5M 150.8K shares
B Blue Capital, Inc. RIA/Wealth	$2.6M 86.2K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	$930.4K 31.2K shares
Buckingham Strategic Partners RIA/Wealth	$262.6K 8.8K shares
Blue Barn Wealth, LLC RIA/Wealth	$213.8K 7.2K shares
SRS Capital Advisors, Inc. RIA/Wealth	$118.3K 4.0K shares
A Atlantic Trust Group, LLC Institution	$110.3K 3.7K shares
B BROWN BROTHERS HARRIMAN & CO RIA/Wealth	$58.4K 2.0K shares
C Choate Investment Advisors RIA/Wealth	$25.9K 870.0 shares
Mid-American Wealth Advisory Group, Inc. RIA/Wealth	$24.1K 807.0 shares

Options Activity

Institutions with the largest Call and Put options positions in SCHK as of Q3 2025

Call Positions: 1
Call Value: -
Put Positions: 1
Put Value: -

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	- - contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	- - contracts

Most Committed Institutions

Institutions with SCHK as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Warwick Investment Management, Inc. Private Equity	Katherine Taaffe Richard Kanady CEO	19.51% $112.4M	3.5M shares	Q4 2023 Held for 1y 11m	$576.1M
Legacy Wealth Management, Inc RIA/Wealth	Duncan L Miller CEO	12.03% $204.3M	6.4M shares	Q1 2024 Held for 1y 8m	$1.7B
Lighthouse Wealth Management Inc. RIA/Wealth	Timothy James Rowsey CEO	9.57% $11.5M	359.1K shares	Q4 2024 Held for 11 months	$120.6M
B Blake Schutter Theil Wealth Advisors, LLC RIA/Wealth	Edward James Blake CCO	8.63% $8.7M	270.5K shares	Q3 2024 Held for 1y 2m	$100.7M
Plum Street Advisors, LLC RIA/Wealth	David Dirks Partner	8.46% $21.9M	682.1K shares	Q4 2023 Held for 1y 11m	$259.0M
ARMSTRONG ADVISORY GROUP, INC RIA/Wealth	Michael Sargent Armstrong President	5.91% $78.0M	2.4M shares	Q4 2022 Held for 2y 11m	$1.3B
WADDELL & ASSOCIATES, LLC RIA/Wealth	David Sewall Waddell CEO	5.60% $65.9M	2.1M shares	Q4 2022 Held for 2y 11m	$1.2B
F Financial Engines Advisors L.L.C. Institution	-	2.74% $1.4B	44.6M shares	Q4 2022 Held for 2y 11m	$52.4B
B BRIDGER CAPITAL MANAGEMENT, LLC RIA/Wealth	James Bryce Orser Managing Partner	1.41% $2.7M	83.3K shares	Q3 2025 Held for 2 months	$189.1M
Richardson Capital Management LLC RIA/Wealth	Scott Patrick Richardson President	1.11% $2.3M	72.8K shares	Q4 2023 Held for 1y 11m	$210.4M

Hedge Fund Spotlight

Discover hedge funds investing in SCHK

HBK Sorce Advisory LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerMatthew Atcheson Leffers

Portfolio Value: $4.1B
Positions: 732
Last Reported: Q3 2025

Sector Allocation

Position in Schwab 1000 Index ETF

Market Value: $4.1M
Shares Held: 126.5K
Portfolio Weight: 0.10%
Owned Since: 2023-Q1

Top Holding	Sector	Market Value	Weight
1 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$897.0M	21.96%
2 VCRB Vanguard Core Bond VCRB	ETF ETF	$680.4M	16.66%
3 Vanguard FTSE Developed Markets VEA	ETF ETF	$464.3M	11.37%

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