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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

160 hedge funds and large institutions have $1.82B invested in Schwab 1000 Index ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 40 reducing their positions, and 12 closing their positions.

Holders
160
Holders Change
+6
Holders Change %
+3.9%
% of All Funds
2.33%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
22
Increased
43
Reduced
40
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEIA
1
Signature Estate & Investment Advisors
California
$5.21M
2
WAG
2
Windsor Advisory Group
Ohio
$4.04M
3
FTUS
3
Flow Traders U.S.
New York
$1.46M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.05M
5
Jane Street
5
Jane Street
New York
$2.5M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.49M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.27B
3
CBFP
3
Cedar Brook Financial Partners
Ohio
$0
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$646K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AA
51
Ancora Advisors
Ohio
$690K 13,183 – –
KFS
52
Kaizen Financial Strategies
California
$660K 12,620 +15 +0.1%
PCIA
53
Prime Capital Investment Advisors
Kansas
$646K 12,336 -72,830 -86%
AWS
54
Atria Wealth Solutions
New York
$643K 12,241 – –
JIC
55
Johnson Investment Counsel
Ohio
$635K 12,141 +773 +7%
RJA
56
Raymond James & Associates
Florida
$593K 11,323 -587 -5%
SAS
57
SMI Advisory Services
Indiana
$564K 10,585 +130 +1%
CA
58
Crewe Advisors
Utah
$524K 10,019 – –
LIM
59
Leavell Investment Management
Alabama
$516K 9,825 -120 -1%
RDWM
60
Red Door Wealth Management
Tennessee
$506K 9,668 -77 -0.8%
ML
61
McAdam LLC
Pennsylvania
$500K 9,548 -197 -2%
SCM
62
SOL Capital Management
Maryland
$497K 9,500 – –
SWA
63
Stratos Wealth Advisors
Ohio
$495K 9,449 -566 -6%
GI
64
GAMMA Investing
California
$480K 9,182 +9,182 New
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$468K 8,951 +291 +3%
PIA
66
Pinion Investment Advisors
Kansas
$419K 8,008 – –
ACM
67
Alamar Capital Management
California
$416K 7,926 +7,926 New
Wells Fargo
68
Wells Fargo
California
$416K 7,950 -1,075 -12%
ABC
69
Associated Banc-Corp
Wisconsin
$414K 7,919 – –
CPIG
70
Chicago Partners Investment Group
Illinois
$393K 7,524 +125 +2%
BPA
71
Beacon Pointe Advisors
California
$393K 7,512 -1,443 -16%
VT
72
Vise Technologies
New York
$380K 7,254 +549 +8%
WG
73
Welch Group
Alabama
$376K 7,190 – –
HWM
74
HB Wealth Management
Georgia
$367K 7,005 – –
BBPWM
75
Blue Bell Private Wealth Management
Pennsylvania
$366K 6,998 -100 -1%
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