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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

121 hedge funds and large institutions have $1B invested in Schwab 1000 Index ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 19 closing their positions.

Holders
121
Holders Change
-4
Holders Change %
-3.2%
% of All Funds
2.09%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
15
Increased
38
Reduced
33
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$313M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$582M
3
Bank of America
3
Bank of America
North Carolina
$4.63M
4
SA
4
Shilanski & Associates
Alaska
$1.54M
5
PCMC
5
Private Capital Management (Colorado)
Colorado
$1.54M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$2.18M
2
NP
2
NorthRock Partners
Minnesota
$0
3
Cerity Partners
3
Cerity Partners
New York
$201K
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
5L
5
55I LLC
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RDWM
51
Red Door Wealth Management
Tennessee
$321K – – –
BWP
52
Balboa Wealth Partners
Arizona
$302K +$302K +17,458 New
LWM
53
Laidlaw Wealth Management
New York
$288K -$1.73K -100 -0.6%
BSW
54
Buckingham Strategic Wealth
Missouri
$274K -$18.9K -1,092 -6%
ABC
55
Associated Banc-Corp
Wisconsin
$274K – – –
PIA
56
Pinion Investment Advisors
Kansas
$271K +$1.11K +64 +0.4%
ACM
57
Alamar Capital Management
California
$271K +$44.3K +2,556 +20%
ACM
58
Advance Capital Management
Michigan
$269K – – –
BBPWM
59
Blue Bell Private Wealth Management
Pennsylvania
$266K -$5.89K -340 -2%
Morgan Stanley
60
Morgan Stanley
New York
$259K -$22.8K -1,318 -8%
Koshinski Asset Management
61
Koshinski Asset Management
Illinois
$256K -$2.32K -134 -0.9%
OIA
62
OneDigital Investment Advisors
Kansas
$252K +$252K +14,568 New
IFA
63
Index Fund Advisors
California
$242K – – –
HWM
64
HB Wealth Management
Georgia
$239K -$9.53K -550 -4%
RC
65
RegentAtlantic Capital
New Jersey
$238K +$17K +984 +8%
CAI
66
Capital Advisors Inc
Oklahoma
$219K -$866 -50 -0.4%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$216K +$173 +10 +0.1%
BC
68
Burleson & Co
California
$215K +$312 +18 +0.1%
Northern Trust
69
Northern Trust
Illinois
$214K – – –
TC
70
TownSquare Capital
Utah
$213K +$867 +50 +0.4%
PCIA
71
Prime Capital Investment Advisors
Kansas
$211K -$9.96K -576 -5%
BWM
72
BerganKDV Wealth Management
Minnesota
$209K – – –
ACA
73
Atlas Capital Advisors
Wyoming
$205K +$11.2K +648 +6%
Cerity Partners
74
Cerity Partners
New York
$201K -$1.25M -72,474 -86%
PIP
75
Peachtree Investment Partners
Florida
$181K -$177K -10,246 -49%
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