SCHK icon

Schwab 1000 Index ETF
SCHK

Overview Fund Activity

98 hedge funds and large institutions have $825M invested in Schwab 1000 Index ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
98
Holders Change
+6
Holders Change %
+6.52%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
34
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$512M
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$204M
3
FTUS
3
Flow Traders U.S.
New York
$1.9M
4
KBFS
4
Kohmann Bosshard Financial Services
Ohio
$1.29M
5
TRCT
5
Tower Research Capital (TRC)
New York
$1.26M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.16M
2
CBFP
2
Cedar Brook Financial Partners
Ohio
$2.68M
3
PFWA
3
Paces Ferry Wealth Advisors
Georgia
$0
4
IA
4
IFP Advisors
Florida
$14K
5
MF
5
Manchester Financial
California
$228K
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
51
BerganKDV Wealth Management
Minnesota
$257K – – –
EW
52
Element Wealth
Mississippi
$256K – – –
BC
53
Burleson & Co
California
$247K +$298 +14 +0.1%
Creative Planning
54
Creative Planning
Kansas
$241K -$159K -7,490 -40%
TNB
55
Thomasville National Bank
Georgia
$234K – – –
Koshinski Asset Management
56
Koshinski Asset Management
Illinois
$228K +$228K +10,726 New
MF
57
Manchester Financial
California
$228K -$220K -10,322 -49%
CAI
58
Capital Advisors Inc
Oklahoma
$217K +$1.19K +56 +0.6%
KIA
59
KCM Investment Advisors
California
$207K +$2.39K +112 +1%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$207K +$6.62K +312 +3%
MWM
61
Meridian Wealth Management
Kentucky
$205K +$170 +8 +0.1%
WPW
62
Warther Private Wealth
Ohio
$204K -$86 -4 -0%
Northern Trust
63
Northern Trust
Illinois
$203K – – –
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$188K +$13.1K +614 +7%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$170K +$6.72K +316 +4%
PMFA
66
Plante Moran Financial Advisors
Michigan
$128K +$128K +6,000 New
Wells Fargo
67
Wells Fargo
California
$119K -$42.5K -2,002 -26%
RTL
68
Red Tortoise LLC
Georgia
$113K +$113K +6,508 New
Fidelity Investments
69
Fidelity Investments
Massachusetts
$95K -$594 -28 -0.6%
PK
70
Pflug Koory
Nebraska
$88K – – –
ME
71
McIlrath & Eck
Washington
$80K – – –
AF
72
Advisornet Financial
Minnesota
$64K +$170 +8 +0.3%
GKWIM
73
Gerber Kawasaki Wealth & Investment Management
California
$59K +$59K +2,776 New
FA
74
Financial Advantage
Maryland
$47K -$46.3K -2,198 -50%
Barclays
75
Barclays
United Kingdom
$39K +$7.63K +360 +24%
1 2
3
4 5