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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

132 hedge funds and large institutions have $1.22B invested in Schwab 1000 Index ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+11
Holders Change %
+9.09%
% of All Funds
2.13%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
23
Increased
48
Reduced
26
Closed
10
Calls
$111K
Puts
–
Net Calls
+$111K
Net Calls Change
+$111K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$787M
2
HSA
2
HBK Sorce Advisory
Pennsylvania
$5.3M
3
RDWM
3
Red Door Wealth Management
Tennessee
$2.76M
4
WA
4
Waddell & Associates
Tennessee
$35.8M
5
Bank of America
5
Bank of America
North Carolina
$7.03M

Top Sellers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$309M
2
Jane Street
2
Jane Street
New York
$764K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.75M
4
ML
4
McAdam LLC
Pennsylvania
$0
5
SA
5
Shilanski & Associates
Alaska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KBFS
26
Kohmann Bosshard Financial Services
Ohio
$1.12M – – –
PCMC
27
Private Capital Management (Colorado)
Colorado
$1.09M -$551K -29,858 -34%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$867K +$141K +7,650 +19%
TRCT
29
Tower Research Capital (TRC)
New York
$808K +$407K +22,016 +101%
AWM
30
Axxcess Wealth Management
California
$782K -$48.9K -2,650 -6%
Jane Street
31
Jane Street
New York
$764K -$2.11M -114,058 -73%
LIM
32
Leavell Investment Management
Alabama
$660K +$59.2K +3,210 +10%
VWA
33
Visionary Wealth Advisors
Illinois
$572K +$5.24K +284 +0.9%
LPL Financial
34
LPL Financial
California
$570K +$51.2K +2,772 +10%
EFG
35
Everhart Financial Group
Ohio
$569K -$126K -6,844 -18%
EAM
36
Evanson Asset Management
California
$560K +$185 +10 +0%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$506K +$20.7K +1,120 +4%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$501K -$940K -50,892 -65%
AA
39
Ancora Advisors
Ohio
$487K +$487K +26,366 New
AC
40
Avant Capital
Louisiana
$479K -$6.54K -354 -1%
SCM
41
SOL Capital Management
Maryland
$458K +$20.3K +1,100 +5%
CA
42
Cetera Advisors
Colorado
$438K – – –
FFN
43
Focus Financial Network
Minnesota
$426K +$8.53K +462 +2%
SWA
44
Stratos Wealth Advisors
Ohio
$426K -$240K -13,020 -36%
IA
45
IFP Advisors
Florida
$417K +$408K +30,648 +4,644%
SAS
46
SMI Advisory Services
Indiana
$401K – – –
CFO
47
Collective Family Office
Pennsylvania
$399K +$399K +21,610 New
AWS
48
Atria Wealth Solutions
New York
$394K -$12.4K -670 -3%
BWP
49
Balboa Wealth Partners
Arizona
$365K +$42.2K +2,286 +13%
OFG
50
Omega Financial Group
California
$351K -$5.06K -274 -1%
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