SCHK icon

Schwab 1000 Index ETF
SCHK

Overview Fund Activity

131 hedge funds and large institutions have $1.56B invested in Schwab 1000 Index ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 56 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+2
Holders Change %
+1.55%
% of All Funds
2.09%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
11
Increased
56
Reduced
30
Closed
8
Calls
$306K
Puts
$25K
Net Calls
+$281K
Net Calls Change
+$191K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.02B
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.56M
3
Jane Street
3
Jane Street
New York
$1.71M
4
AAG
4
Armstrong Advisory Group
Massachusetts
$50.6M
5
SIS
5
Strategic Investment Solutions
Illinois
$449K

Top Sellers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$356M
2
Cerity Partners
2
Cerity Partners
New York
$0
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$416K
4
WA
4
WESPAC Advisors
California
$0
5
CG
5
Colony Group
Massachusetts
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RTL
26
Red Tortoise LLC
Georgia
$787K +$116K +5,616 +17%
PCMC
27
Private Capital Management (Colorado)
Colorado
$701K -$72.3K -3,500 -9%
EFG
28
Everhart Financial Group
Ohio
$637K – – –
VWA
29
Visionary Wealth Advisors
Illinois
$633K -$6.24K -302 -1%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$630K +$22.4K +1,086 +4%
EAM
31
Evanson Asset Management
California
$627K +$165 +8 +0%
ACA
32
Aptus Capital Advisors
Alabama
$612K +$114K +5,520 +23%
GWANC
33
Guardian Wealth Advisors (North Carolina)
North Carolina
$612K +$135K +6,536 +28%
Renaissance Technologies
34
Renaissance Technologies
New York
$611K +$409K +19,800 +202%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$603K +$40.6K +1,964 +7%
AC
36
Avant Capital
Louisiana
$572K +$5.91K +286 +1%
CCA
37
Column Capital Advisors
Indiana
$555K +$124 +6 +0%
CA
38
Cetera Advisors
Colorado
$552K +$102K +4,926 +23%
AA
39
Ancora Advisors
Ohio
$544K – – –
AWS
40
Atria Wealth Solutions
New York
$526K +$95.4K +4,622 +22%
SAS
41
SMI Advisory Services
Indiana
$513K +$513K +24,230 New
RDWM
42
Red Door Wealth Management
Tennessee
$485K +$29K +1,406 +6%
Citadel Advisors
43
Citadel Advisors
Florida
$479K -$75.2K -3,644 -14%
TRCT
44
Tower Research Capital (TRC)
New York
$474K +$130K +6,316 +38%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$466K +$267K +12,896 +134%
SIS
46
Strategic Investment Solutions
Illinois
$449K +$442K +20,584 +6,200%
JIC
47
Johnson Investment Counsel
Ohio
$435K +$32.7K +1,582 +8%
MWM
48
Meridian Wealth Management
Kentucky
$431K +$216K +10,468 +101%
PCIA
49
Prime Capital Investment Advisors
Kansas
$416K -$1.64M -79,230 -80%
ML
50
McAdam LLC
Pennsylvania
$413K +$4.75K +230 +1%
1
2
3 4 5