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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

138 hedge funds and large institutions have $1.81B invested in Schwab 1000 Index ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+7
Holders Change %
+5.34%
% of All Funds
2.02%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
25
Increased
41
Reduced
39
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIM
1
Warwick Investment Management
Texas
$38.1M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.16B
3
Cerity Partners
3
Cerity Partners
New York
$2.21M
4
NP
4
NorthRock Partners
Minnesota
$1.62M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$997K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$869K
2
Jane Street
2
Jane Street
New York
$589K
3
IA
3
IFP Advisors
Florida
$15.2K
4
TRCT
4
Tower Research Capital (TRC)
New York
$8.34K
5
KFS
5
Kaizen Financial Strategies
California
$482K
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
26
Renaissance Technologies
New York
$1.18M +$502K +21,800 +74%
CFO
27
Collective Family Office
Pennsylvania
$1.1M -$124K -5,400 -10%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$1.08M +$408K +17,708 +61%
LPL Financial
29
LPL Financial
California
$1.03M -$63.5K -2,756 -6%
RTL
30
Red Tortoise LLC
Georgia
$1.03M +$153K +6,622 +17%
HighTower Advisors
31
HighTower Advisors
Illinois
$997K +$997K +43,298 New
Morgan Stanley
32
Morgan Stanley
New York
$972K +$549K +23,856 +130%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$869K -$3.1M -134,762 -78%
SHFA
34
Sherrill & Hutchins Financial Advisory
Georgia
$866K +$866K +37,600 New
PCMC
35
Private Capital Management (Colorado)
Colorado
$850K +$69.1K +3,000 +9%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$808K -$368K -16,004 -31%
EFG
37
Everhart Financial Group
Ohio
$710K – – –
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$709K +$6.45K +280 +0.9%
EAM
39
Evanson Asset Management
California
$692K -$6.77K -294 -1%
VWA
40
Visionary Wealth Advisors
Illinois
$692K -$14.1K -612 -2%
CA
41
Cetera Advisors
Colorado
$614K -$1.06K -46 -0.2%
AA
42
Ancora Advisors
Ohio
$607K – – –
Jane Street
43
Jane Street
New York
$589K -$1.32M -57,376 -69%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$565K +$46K +1,998 +9%
AWS
45
Atria Wealth Solutions
New York
$564K -$22.7K -984 -4%
SAS
46
SMI Advisory Services
Indiana
$558K -$876 -38 -0.2%
Wells Fargo
47
Wells Fargo
California
$554K +$471K +20,460 +568%
RDWM
48
Red Door Wealth Management
Tennessee
$508K -$32.3K -1,404 -6%
JIC
49
Johnson Investment Counsel
Ohio
$488K +$2.81K +122 +0.6%
KFS
50
Kaizen Financial Strategies
California
$482K -$509K -22,122 -51%
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