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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

132 hedge funds and large institutions have $1.22B invested in Schwab 1000 Index ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+11
Holders Change %
+9.09%
% of All Funds
2.13%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
23
Increased
48
Reduced
26
Closed
10
Calls
$111K
Puts
–
Net Calls
+$111K
Net Calls Change
+$111K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$787M
2
HSA
2
HBK Sorce Advisory
Pennsylvania
$5.3M
3
RDWM
3
Red Door Wealth Management
Tennessee
$2.76M
4
WA
4
Waddell & Associates
Tennessee
$35.8M
5
Bank of America
5
Bank of America
North Carolina
$7.03M

Top Sellers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$309M
2
Jane Street
2
Jane Street
New York
$764K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.75M
4
ML
4
McAdam LLC
Pennsylvania
$0
5
SA
5
Shilanski & Associates
Alaska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$348K -$7.77K -420 -2%
CA
52
Crewe Advisors
Utah
$324K -$54.5K -2,954 -14%
LWM
53
Laidlaw Wealth Management
New York
$308K +$1.4K +76 +0.5%
Corient Private Wealth
54
Corient Private Wealth
Florida
$307K +$307K +16,612 New
Osaic Holdings
55
Osaic Holdings
Arizona
$305K -$496K -26,882 -62%
WG
56
Welch Group
Alabama
$301K +$301K +16,288 New
CPIG
57
Chicago Partners Investment Group
Illinois
$293K +$293K +14,580 New
ABC
58
Associated Banc-Corp
Wisconsin
$292K – – –
PIA
59
Pinion Investment Advisors
Kansas
$290K +$1.25K +68 +0.4%
ACM
60
Alamar Capital Management
California
$289K +$776 +42 +0.3%
ACM
61
Advance Capital Management
Michigan
$287K – – –
RJFSA
62
Raymond James Financial Services Advisors
Florida
$286K +$55.5K +3,008 +24%
BBPWM
63
Blue Bell Private Wealth Management
Pennsylvania
$284K – – –
GWANC
64
Guardian Wealth Advisors (North Carolina)
North Carolina
$281K +$134K +7,240 +91%
ACA
65
Aptus Capital Advisors
Alabama
$281K +$134K +7,240 +91%
Koshinski Asset Management
66
Koshinski Asset Management
Illinois
$274K +$886 +48 +0.3%
TSS
67
Two Sigma Securities
New York
$268K +$268K +14,488 New
OIA
68
OneDigital Investment Advisors
Kansas
$262K -$7.28K -394 -3%
Morgan Stanley
69
Morgan Stanley
New York
$259K -$17.7K -958 -6%
HWM
70
HB Wealth Management
Georgia
$255K – – –
TC
71
TownSquare Capital
Utah
$253K +$26.2K +1,420 +12%
CAI
72
Capital Advisors Inc
Oklahoma
$233K – – –
VT
73
Vise Technologies
New York
$233K -$152K -8,220 -39%
BC
74
Burleson & Co
California
$229K +$332 +18 +0.1%
Northern Trust
75
Northern Trust
Illinois
$229K – – –
1 2
3
4 5