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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

121 hedge funds and large institutions have $1B invested in Schwab 1000 Index ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 19 closing their positions.

Holders
121
Holders Change
-4
Holders Change %
-3.2%
% of All Funds
2.09%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
15
Increased
38
Reduced
33
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$313M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$582M
3
Bank of America
3
Bank of America
North Carolina
$4.63M
4
SA
4
Shilanski & Associates
Alaska
$1.54M
5
PCMC
5
Private Capital Management (Colorado)
Colorado
$1.54M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$2.18M
2
NP
2
NorthRock Partners
Minnesota
$0
3
Cerity Partners
3
Cerity Partners
New York
$201K
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
5L
5
55I LLC
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KBFS
26
Kohmann Bosshard Financial Services
Ohio
$1.05M -$78.4K -4,530 -7%
US Bancorp
27
US Bancorp
Minnesota
$879K +$67K +3,872 +8%
CAAM
28
Cornerstone Advisors Asset Management
Pennsylvania
$827K +$18.3K +1,060 +2%
AWM
29
Axxcess Wealth Management
California
$779K +$209K +12,056 +37%
Osaic Holdings
30
Osaic Holdings
Arizona
$751K +$229K +13,226 +44%
ZF
31
Zhang Financial
Michigan
$689K – – –
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$680K – – –
EFG
33
Everhart Financial Group
Ohio
$652K – – –
SWA
34
Stratos Wealth Advisors
Ohio
$624K +$229K +13,244 +58%
LIM
35
Leavell Investment Management
Alabama
$563K -$63.3K -3,660 -10%
VWA
36
Visionary Wealth Advisors
Illinois
$532K -$2.08K -120 -0.4%
EAM
37
Evanson Asset Management
California
$525K +$138 +8 +0%
LPL Financial
38
LPL Financial
California
$486K +$86.2K +4,978 +22%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$455K -$7.76K -448 -2%
AC
40
Avant Capital
Louisiana
$455K +$1.14K +66 +0.3%
SCM
41
SOL Capital Management
Maryland
$410K – – –
CA
42
Cetera Advisors
Colorado
$410K – – –
SAS
43
SMI Advisory Services
Indiana
$401K +$401K +23,148 New
FFN
44
Focus Financial Network
Minnesota
$391K +$46.9K +2,712 +14%
AWS
45
Atria Wealth Solutions
New York
$381K -$34.6K -2,000 -8%
TRCT
46
Tower Research Capital (TRC)
New York
$376K +$369K +21,312 +5,148%
VT
47
Vise Technologies
New York
$360K +$360K +20,812 New
CA
48
Crewe Advisors
Utah
$355K +$381 +22 +0.1%
OFG
49
Omega Financial Group
California
$334K +$1.25K +72 +0.4%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$333K -$27K -1,560 -7%
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