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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

126 hedge funds and large institutions have $1.43B invested in Schwab 1000 Index ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 45 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
-6
Holders Change %
-4.55%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
11
Increased
45
Reduced
33
Closed
15
Calls
$95K
Puts
–
Net Calls
+$95K
Net Calls Change
-$16K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$922M
2
AAG
2
Armstrong Advisory Group
Massachusetts
$45.8M
3
LWMT
3
Legacy Wealth Management (Tennessee)
Tennessee
$344M
4
Mariner
4
Mariner
Kansas
$4.09M
5
Bank of America
5
Bank of America
North Carolina
$9.19M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
HSA
2
HBK Sorce Advisory
Pennsylvania
$2.83M
3
RDWM
3
Red Door Wealth Management
Tennessee
$375K
4
KFS
4
Kaizen Financial Strategies
California
$803K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$210K
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
26
Leavell Investment Management
Alabama
$679K -$28.3K -1,430 -4%
VWA
27
Visionary Wealth Advisors
Illinois
$615K +$1.46K +74 +0.2%
LPL Financial
28
LPL Financial
California
$611K +$1.15K +58 +0.2%
EFG
29
Everhart Financial Group
Ohio
$610K – – –
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$602K +$66K +3,340 +12%
EAM
31
Evanson Asset Management
California
$600K +$158 +8 +0%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$564K +$22K +1,110 +4%
IA
33
IFP Advisors
Florida
$564K +$141K +10,476 +33%
FFN
34
Focus Financial Network
Minnesota
$558K +$102K +5,150 +22%
CCA
35
Column Capital Advisors
Indiana
$532K +$490K +24,792 +1,185%
AA
36
Ancora Advisors
Ohio
$521K – – –
AC
37
Avant Capital
Louisiana
$506K -$7.36K -372 -1%
PIP
38
Peachtree Investment Partners
Florida
$505K +$299K +15,096 +145%
SCM
39
SOL Capital Management
Maryland
$490K – – –
CA
40
Cetera Advisors
Colorado
$487K +$18.2K +920 +4%
USCWA
41
U.S. Capital Wealth Advisors
Texas
$481K -$879K -44,444 -65%
VT
42
Vise Technologies
New York
$475K +$226K +11,408 +91%
SAS
43
SMI Advisory Services
Indiana
$427K – – –
AWS
44
Atria Wealth Solutions
New York
$422K – – –
CIBC Private Wealth Group
45
CIBC Private Wealth Group
Georgia
$397K +$1.5K +76 +0.4%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$379K +$72.9K +3,686 +24%
OFG
47
Omega Financial Group
California
$378K +$1.31K +66 +0.3%
RDWM
48
Red Door Wealth Management
Tennessee
$375K -$2.58M -130,498 -87%
SWA
49
Stratos Wealth Advisors
Ohio
$358K -$97.7K -4,938 -21%
Morgan Stanley
50
Morgan Stanley
New York
$355K +$78K +3,944 +28%
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