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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

125 hedge funds and large institutions have $886M invested in Schwab 1000 Index ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 20 closing their positions.

Holders
125
Holders Change
-6
Holders Change %
-4.58%
% of All Funds
2.11%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
44
Reduced
29
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$586M
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$183M
3
Jane Street
3
Jane Street
New York
$2.85M
4
ML
4
McAdam LLC
Pennsylvania
$1.86M
5
Bank of America
5
Bank of America
North Carolina
$3.01M

Top Sellers

1
MF
1
Manchester Financial
California
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$8.76M
3
BPA
3
Beacon Pointe Advisors
California
$0
4
CG
4
Colony Group
Massachusetts
$11.4M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$1.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAAM
26
Cornerstone Advisors Asset Management
Pennsylvania
$852K – – –
ZF
27
Zhang Financial
Michigan
$726K +$42.3K +2,318 +6%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$716K – – –
EFG
29
Everhart Financial Group
Ohio
$687K +$125K +6,844 +22%
LIM
30
Leavell Investment Management
Alabama
$660K -$484K -26,560 -42%
Citadel Advisors
31
Citadel Advisors
Florida
$648K +$648K +35,572 New
Wells Fargo
32
Wells Fargo
California
$621K +$501K +27,484 +417%
AWM
33
Axxcess Wealth Management
California
$600K -$488K -26,764 -45%
VWA
34
Visionary Wealth Advisors
Illinois
$562K -$34.4K -1,890 -6%
EAM
35
Evanson Asset Management
California
$553K +$5.73K +314 +1%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$553K +$553K +30,334 New
Osaic Holdings
37
Osaic Holdings
Arizona
$549K -$162K -8,912 -23%
5L
38
55I LLC
Massachusetts
$526K -$367K -20,104 -41%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$487K +$73 +4 +0%
AC
40
Avant Capital
Louisiana
$478K +$1.13K +62 +0.2%
AWS
41
Atria Wealth Solutions
New York
$438K – – –
CA
42
Cetera Advisors
Colorado
$432K – – –
SCM
43
SOL Capital Management
Maryland
$432K – – –
LPL Financial
44
LPL Financial
California
$421K -$146 -8 -0%
SWA
45
Stratos Wealth Advisors
Ohio
$416K +$61.5K +3,374 +17%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$379K -$51.6K -2,832 -12%
PIP
47
Peachtree Investment Partners
Florida
$378K -$572K -31,318 -60%
PCMC
48
Private Capital Management (Colorado)
Colorado
$374K – – –
CA
49
Crewe Advisors
Utah
$374K +$1.28K +70 +0.3%
AWC
50
Adamsbrown Wealth Consultants
Kansas
$373K -$232K -12,744 -38%
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