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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

129 hedge funds and large institutions have $1.58B invested in Schwab 1000 Index ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 58 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
2.03%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
58
Reduced
31
Closed
8
Calls
$90K
Puts
–
Net Calls
+$90K
Net Calls Change
-$5K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.03B
2
PCIA
2
Prime Capital Investment Advisors
Kansas
$2.13M
3
AAG
3
Armstrong Advisory Group
Massachusetts
$51.4M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.87M
5
Jane Street
5
Jane Street
New York
$703K

Top Sellers

1
BIP
1
Blueprint Investment Partners
North Carolina
$0
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$371M
3
TRCT
3
Tower Research Capital (TRC)
New York
$356K
4
PA
4
Parkside Advisors
California
$2.75M
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCMC
26
Private Capital Management (Colorado)
Colorado
$801K -$1.5K -70 -0.2%
LPL Financial
27
LPL Financial
California
$720K +$58.7K +2,742 +9%
Jane Street
28
Jane Street
New York
$703K +$703K +32,880 New
RTL
29
Red Tortoise LLC
Georgia
$695K +$516K +24,112 +288%
VWA
30
Visionary Wealth Advisors
Illinois
$662K -$2.48K -116 -0.4%
EFG
31
Everhart Financial Group
Ohio
$660K – – –
EAM
32
Evanson Asset Management
California
$649K +$171 +8 +0%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$629K +$19.1K +894 +3%
FFN
34
Focus Financial Network
Minnesota
$628K +$24.6K +1,148 +4%
AC
35
Avant Capital
Louisiana
$586K +$38.9K +1,818 +7%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$582K -$69.6K -3,252 -11%
CCA
37
Column Capital Advisors
Indiana
$575K +$128 +6 +0%
Citadel Advisors
38
Citadel Advisors
Florida
$574K +$409K +19,114 +248%
AA
39
Ancora Advisors
Ohio
$564K – – –
LIM
40
Leavell Investment Management
Alabama
$533K -$202K -9,450 -28%
ACA
41
Aptus Capital Advisors
Alabama
$516K +$151K +7,070 +41%
SCM
42
SOL Capital Management
Maryland
$509K -$21.4K -1,000 -4%
GWANC
43
Guardian Wealth Advisors (North Carolina)
North Carolina
$495K +$129K +6,054 +35%
RDWM
44
Red Door Wealth Management
Tennessee
$472K +$66.6K +3,114 +16%
CA
45
Cetera Advisors
Colorado
$466K -$60.4K -2,824 -11%
WA
46
WESPAC Advisors
California
$453K +$453K +21,190 New
AWS
47
Atria Wealth Solutions
New York
$446K -$10.7K -500 -2%
AWM
48
Axxcess Wealth Management
California
$430K -$327K -15,266 -43%
ML
49
McAdam LLC
Pennsylvania
$423K +$114K +5,324 +37%
JIC
50
Johnson Investment Counsel
Ohio
$417K +$417K +19,502 New
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