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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

154 hedge funds and large institutions have $1.78B invested in Schwab 1000 Index ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 55 increasing their positions, 32 reducing their positions, and 11 closing their positions.

Holders
154
Holders Change
+16
Holders Change %
+11.59%
% of All Funds
2.23%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
29
Increased
55
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIM
1
Warwick Investment Management
Texas
$95.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$12.9M
3
MSFS
3
Main Street Financial Solutions
Pennsylvania
$5.69M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$4.32M
5
MCM
5
MAI Capital Management
Ohio
$2.88M

Top Sellers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$187M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.23B
3
Bank of America
3
Bank of America
North Carolina
$6.79M
4
WA
4
Waddell & Associates
Tennessee
$48.1M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$1.82M +$1.55M +61,086 +578%
NP
27
NorthRock Partners
Minnesota
$1.75M -$31.9K -1,260 -2%
ACA
28
Aptus Capital Advisors
Alabama
$1.73M +$408K +16,092 +31%
GWANC
29
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.73M +$408K +16,092 +31%
RCM
30
Richardson Capital Management
Wisconsin
$1.59M +$1.45M +57,402 +1,049%
KBFS
31
Kohmann Bosshard Financial Services
Ohio
$1.54M – – –
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$1.46M +$676K +26,674 +87%
CA
33
Cetera Advisors
Colorado
$1.46M +$780K +30,780 +115%
LPL Financial
34
LPL Financial
California
$1.26M +$122K +4,822 +11%
CFO
35
Collective Family Office
Pennsylvania
$1.21M +$51 +2 +0%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$1.19M +$1.14M +45,052 +2,206%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$1.15M -$40.9K -1,616 -3%
RTL
38
Red Tortoise LLC
Georgia
$1.14M +$4.36K +172 +0.4%
Jane Street
39
Jane Street
New York
$1.13M +$485K +19,124 +75%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$1.08M +$129K +5,090 +13%
PCMC
41
Private Capital Management (Colorado)
Colorado
$996K +$60.3K +2,380 +6%
SHFA
42
Sherrill & Hutchins Financial Advisory
Georgia
$953K – – –
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$911K +$21.9K +866 +2%
VWA
44
Visionary Wealth Advisors
Illinois
$791K +$30K +1,186 +4%
EFG
45
Everhart Financial Group
Ohio
$774K -$6.74K -266 -0.9%
EAM
46
Evanson Asset Management
California
$762K +$152 +6 +0%
AA
47
Ancora Advisors
Ohio
$668K – – –
KFS
48
Kaizen Financial Strategies
California
$639K +$108K +4,276 +20%
AWS
49
Atria Wealth Solutions
New York
$620K +$355 +14 +0.1%
Morgan Stanley
50
Morgan Stanley
New York
$612K -$457K -18,030 -43%
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