SCHK icon

Schwab 1000 Index ETF
SCHK

Overview Fund Activity

123 hedge funds and large institutions have $1B invested in Schwab 1000 Index ETF in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+25
Holders Change %
+25.51%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
35
Increased
35
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$633M
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$230M
3
BIP
3
Blueprint Investment Partners
North Carolina
$4M
4
Goldman Sachs
4
Goldman Sachs
New York
$3.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.6M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.45M
3
Jane Street
3
Jane Street
New York
$1.11M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$395K
5
TRCT
5
Tower Research Capital (TRC)
New York
$721K
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$460K +$196K +8,428 +74%
OFG
52
Omega Financial Group
California
$445K -$3.21K -138 -0.7%
WG
53
Welch Group
Alabama
$445K +$445K +19,116 New
LWM
54
Laidlaw Wealth Management
New York
$414K +$414K +17,760 New
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$395K -$1.22M -52,602 -76%
ACM
56
Advance Capital Management
Michigan
$391K +$391K +16,804 New
BSW
57
Buckingham Strategic Wealth
Missouri
$369K – – –
BBPWM
58
Blue Bell Private Wealth Management
Pennsylvania
$368K +$9.36K +402 +3%
PIA
59
Pinion Investment Advisors
Kansas
$361K +$1.26K +54 +0.3%
Koshinski Asset Management
60
Koshinski Asset Management
Illinois
$347K +$96.9K +4,160 +39%
ACA
61
Atlas Capital Advisors
Wyoming
$341K +$14.3K +616 +4%
IFA
62
Index Fund Advisors
California
$326K +$326K +14,000 New
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$325K +$325K +13,964 New
RJA
64
Raymond James & Associates
Florida
$311K – – –
PFC
65
Phocas Financial Corp
California
$310K – – –
ACM
66
Alamar Capital Management
California
$305K +$305K +13,078 New
BWM
67
BerganKDV Wealth Management
Minnesota
$281K – – –
EW
68
Element Wealth
Mississippi
$280K – – –
BC
69
Burleson & Co
California
$270K +$325 +14 +0.1%
TNB
70
Thomasville National Bank
Georgia
$256K – – –
RC
71
RegentAtlantic Capital
New Jersey
$254K +$254K +10,906 New
CAI
72
Capital Advisors Inc
Oklahoma
$236K -$1.26K -54 -0.5%
DY
73
Dowling & Yahnke
California
$233K +$233K +10,000 New
RDIA
74
RE Dickinson Investment Advisors
Iowa
$230K +$230K +9,864 New
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$227K +$372 +16 +0.2%
1 2
3
4 5