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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

125 hedge funds and large institutions have $886M invested in Schwab 1000 Index ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 20 closing their positions.

Holders
125
Holders Change
-6
Holders Change %
-4.58%
% of All Funds
2.11%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
44
Reduced
29
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$586M
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$183M
3
Jane Street
3
Jane Street
New York
$2.85M
4
ML
4
McAdam LLC
Pennsylvania
$1.86M
5
Bank of America
5
Bank of America
North Carolina
$3.01M

Top Sellers

1
MF
1
Manchester Financial
California
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$8.76M
3
BPA
3
Beacon Pointe Advisors
California
$0
4
CG
4
Colony Group
Massachusetts
$11.4M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$1.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
51
Focus Financial Network
Minnesota
$363K +$3.72K +204 +1%
OFG
52
Omega Financial Group
California
$351K +$1.21K +66 +0.3%
RDWM
53
Red Door Wealth Management
Tennessee
$338K – – –
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$321K +$171K +9,384 +115%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$314K -$385K -21,116 -55%
BSW
56
Buckingham Strategic Wealth
Missouri
$309K +$19.9K +1,092 +7%
LWM
57
Laidlaw Wealth Management
New York
$305K +$3.76K +206 +1%
WG
58
Welch Group
Alabama
$300K – – –
Morgan Stanley
59
Morgan Stanley
New York
$297K -$110K -6,038 -27%
FNBOMD
60
First National Bank of Mount Dora
Florida
$293K +$293K +16,062 New
ABC
61
Associated Banc-Corp
Wisconsin
$289K – – –
BBPWM
62
Blue Bell Private Wealth Management
Pennsylvania
$286K -$947 -52 -0.3%
PIA
63
Pinion Investment Advisors
Kansas
$284K +$1.09K +60 +0.4%
ACM
64
Advance Capital Management
Michigan
$283K – – –
Koshinski Asset Management
65
Koshinski Asset Management
Illinois
$272K +$765 +42 +0.3%
HWM
66
HB Wealth Management
Georgia
$262K – – –
IFA
67
Index Fund Advisors
California
$255K – – –
RJA
68
Raymond James & Associates
Florida
$243K – – –
ACM
69
Alamar Capital Management
California
$238K – – –
PCIA
70
Prime Capital Investment Advisors
Kansas
$233K -$164K -9,012 -41%
RC
71
RegentAtlantic Capital
New Jersey
$233K +$6.75K +370 +3%
CAI
72
Capital Advisors Inc
Oklahoma
$231K +$947 +52 +0.4%
RJFSA
73
Raymond James Financial Services Advisors
Florida
$227K -$17.1K -942 -7%
BC
74
Burleson & Co
California
$226K +$292 +16 +0.1%
Northern Trust
75
Northern Trust
Illinois
$226K +$52.3K +2,866 +30%
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3
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