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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

138 hedge funds and large institutions have $1.81B invested in Schwab 1000 Index ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+7
Holders Change %
+5.34%
% of All Funds
2.02%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
25
Increased
41
Reduced
39
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIM
1
Warwick Investment Management
Texas
$38.1M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.16B
3
Cerity Partners
3
Cerity Partners
New York
$2.21M
4
NP
4
NorthRock Partners
Minnesota
$1.62M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$997K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$869K
2
Jane Street
2
Jane Street
New York
$589K
3
IA
3
IFP Advisors
Florida
$15.2K
4
TRCT
4
Tower Research Capital (TRC)
New York
$8.34K
5
KFS
5
Kaizen Financial Strategies
California
$482K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
51
Stratos Wealth Advisors
Ohio
$467K +$47.3K +2,052 +11%
CA
52
Crewe Advisors
Utah
$461K +$7.09K +308 +2%
LIM
53
Leavell Investment Management
Alabama
$460K – – –
RJA
54
Raymond James & Associates
Florida
$459K +$161K +6,978 +54%
ML
55
McAdam LLC
Pennsylvania
$446K -$14.6K -632 -3%
SCM
56
SOL Capital Management
Maryland
$438K – – –
VT
57
Vise Technologies
New York
$404K -$10.4K -450 -3%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$401K -$20.4K -886 -5%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$398K -$10.8K -468 -3%
PCIA
60
Prime Capital Investment Advisors
Kansas
$396K -$67.6K -2,934 -15%
TIAA Trust, National Association
61
TIAA Trust, National Association
North Carolina
$388K +$388K +16,826 New
FFN
62
Focus Financial Network
Minnesota
$384K +$553 +24 +0.1%
WG
63
Welch Group
Alabama
$375K – – –
PIA
64
Pinion Investment Advisors
Kansas
$368K +$1.47K +64 +0.4%
ABC
65
Associated Banc-Corp
Wisconsin
$365K – – –
ACM
66
Alamar Capital Management
California
$364K +$921 +40 +0.3%
CPIG
67
Chicago Partners Investment Group
Illinois
$342K – – –
OFG
68
Omega Financial Group
California
$334K -$76.4K -3,318 -19%
BBPWM
69
Blue Bell Private Wealth Management
Pennsylvania
$332K -$8.94K -388 -3%
AWM
70
Axxcess Wealth Management
California
$329K -$114K -4,968 -26%
HWM
71
HB Wealth Management
Georgia
$323K +$230 +10 +0.1%
USCWA
72
U.S. Capital Wealth Advisors
Texas
$314K – – –
Osaic Holdings
73
Osaic Holdings
Arizona
$311K -$72.8K -3,162 -19%
Northern Trust
74
Northern Trust
Illinois
$285K – – –
Corient Private Wealth
75
Corient Private Wealth
Florida
$274K +$368 +16 +0.1%
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3
4 5