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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

185 hedge funds and large institutions have $2B invested in Schwab 1000 Index ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 148 increasing their positions, 2 reducing their positions, and 13 closing their positions.

Holders
185
Holders Change
+16
Holders Change %
+9.47%
% of All Funds
2.46%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
32
Increased
148
Reduced
2
Closed
13
Calls
$110K
Puts
$195K
Net Calls
-$85K
Net Calls Change
-$85K

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$12.4M
2
WIM
2
Warwick Investment Management
Texas
$124M
3
AAG
3
Armstrong Advisory Group
Massachusetts
$74.5M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$2.61M
5
Mariner
5
Mariner
Kansas
$6.88M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.35B
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$197M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
WAG
4
Windsor Advisory Group
Ohio
$906K
5
PSA
5
Plum Street Advisors
Louisiana
$20.7M
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$2.27M 80,222 +44,335 +124%
GWANC
27
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.23M 78,832 +41,941 +114%
ACA
28
Aptus Capital Advisors
Alabama
$2.23M 78,832 +41,941 +114%
Morgan Stanley
29
Morgan Stanley
New York
$2.23M 78,617 +38,738 +97%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$2.13M 75,261 +37,698 +100%
MML Investors Services
31
MML Investors Services
Massachusetts
$2.1M 74,260 +37,806 +104%
CAAM
32
Cornerstone Advisors Asset Management
Pennsylvania
$2.09M 73,803 +37,022 +101%
NP
33
NorthRock Partners
Minnesota
$1.94M 68,530 +34,170 +99%
BSCCG
34
Blue Sky Capital Consultants Group
California
$1.83M 64,799 +64,799 New
RCM
35
Richardson Capital Management
Wisconsin
$1.76M 62,174 +30,903 +99%
KBFS
36
Kohmann Bosshard Financial Services
Ohio
$1.73M 61,008 +30,504 +100%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$1.73M 60,966 +30,480 +100%
Raymond James Financial
38
Raymond James Financial
Florida
$1.4M 49,377 +49,377 New
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$1.35M 47,555 +23,185 +95%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$1.32M 46,741 +24,077 +106%
PCMC
41
Private Capital Management (Colorado)
Colorado
$1.26M 44,380 +21,869 +97%
SHFA
42
Sherrill & Hutchins Financial Advisory
Georgia
$1.04M 36,684 +17,884 +95%
RTL
43
Red Tortoise LLC
Georgia
$988K 34,901 +12,499 +56%
CFO
44
Collective Family Office
Pennsylvania
$924K 32,624 +16,312 +100%
WAG
45
Windsor Advisory Group
Ohio
$906K 32,017 +81 +0.3%
EAM
46
Evanson Asset Management
California
$894K 31,564 +15,865 +101%
EFG
47
Everhart Financial Group
Ohio
$865K 30,568 +15,284 +100%
VWA
48
Visionary Wealth Advisors
Illinois
$820K 28,965 +14,002 +94%
AC
49
Avant Capital
Louisiana
$786K 27,782 +27,782 New
CA
50
Clearstead Advisors
Ohio
$755K 26,673 +15,690 +143%
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