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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

129 hedge funds and large institutions have $1.58B invested in Schwab 1000 Index ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 58 increasing their positions, 31 reducing their positions, and 8 closing their positions.

Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
2.03%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
58
Reduced
31
Closed
8
Calls
$90K
Puts
–
Net Calls
+$90K
Net Calls Change
-$5K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.03B
2
PCIA
2
Prime Capital Investment Advisors
Kansas
$2.13M
3
AAG
3
Armstrong Advisory Group
Massachusetts
$51.4M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.87M
5
Jane Street
5
Jane Street
New York
$703K

Top Sellers

1
BIP
1
Blueprint Investment Partners
North Carolina
$0
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$371M
3
TRCT
3
Tower Research Capital (TRC)
New York
$356K
4
PA
4
Parkside Advisors
California
$2.75M
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OFG
51
Omega Financial Group
California
$410K +$1.37K +64 +0.3%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$404K -$5.86K -274 -1%
CA
53
Crewe Advisors
Utah
$398K +$21.4K +1,000 +6%
Morgan Stanley
54
Morgan Stanley
New York
$396K +$11.6K +542 +3%
VT
55
Vise Technologies
New York
$391K -$123K -5,736 -24%
SWA
56
Stratos Wealth Advisors
Ohio
$389K +$1.03K +48 +0.3%
TRCT
57
Tower Research Capital (TRC)
New York
$356K -$988K -46,192 -74%
WG
58
Welch Group
Alabama
$348K – – –
PIA
59
Pinion Investment Advisors
Kansas
$339K +$1.28K +60 +0.4%
ABC
60
Associated Banc-Corp
Wisconsin
$339K – – –
ACM
61
Alamar Capital Management
California
$337K +$727 +34 +0.2%
USCWA
62
U.S. Capital Wealth Advisors
Texas
$329K -$191K -8,916 -37%
Osaic Holdings
63
Osaic Holdings
Arizona
$325K +$2.53K +118 +0.8%
BBPWM
64
Blue Bell Private Wealth Management
Pennsylvania
$319K – – –
CPIG
65
Chicago Partners Investment Group
Illinois
$318K +$348 +16 +0.1%
HWM
66
HB Wealth Management
Georgia
$300K -$1.54K -72 -0.5%
LWM
67
Laidlaw Wealth Management
New York
$284K -$68.9K -3,222 -20%
Northern Trust
68
Northern Trust
Illinois
$265K – – –
AF
69
Allworth Financial
California
$258K +$12.8K +596 +5%
BWM
70
BerganKDV Wealth Management
Minnesota
$258K – – –
EWM
71
Empirical Wealth Management
Washington
$257K +$257K +12,030 New
Corient Private Wealth
72
Corient Private Wealth
Florida
$254K +$300 +14 +0.1%
OIA
73
OneDigital Investment Advisors
Kansas
$252K -$44.1K -2,060 -15%
Koshinski Asset Management
74
Koshinski Asset Management
Illinois
$246K -$78.1K -3,648 -24%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$242K -$13K -610 -5%
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