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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

131 hedge funds and large institutions have $1.01B invested in Schwab 1000 Index ETF in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 31 reducing their positions, and 12 closing their positions.

Holders
131
Holders Change
+8
Holders Change %
+6.5%
% of All Funds
2.07%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
22
Increased
42
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$658M
2
Goldman Sachs
2
Goldman Sachs
New York
$11.6M
3
MF
3
Manchester Financial
California
$2.56M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.49M
5
Mariner
5
Mariner
Kansas
$2.29M

Top Sellers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$212M
2
TDWM
2
Topel & Distasi Wealth Management
California
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$865K
5
B
5
Bailard
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BWM
76
BerganKDV Wealth Management
Minnesota
$266K 6,031 – –
EW
77
Element Wealth
Mississippi
$256K 5,806 -200 -3%
CAM
78
Concorde Asset Management
Michigan
$248K 5,641 +5,641 New
TNB
79
Thomasville National Bank
Georgia
$242K 5,500 – –
KIA
80
KCM Investment Advisors
California
$239K 5,418 +562 +12%
DY
81
Dowling & Yahnke
California
$220K 5,000 – –
MWM
82
Meridian Wealth Management
Kentucky
$214K 4,852 +14 +0.3%
Northern Trust
83
Northern Trust
Illinois
$210K 4,762 – –
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$208K 4,742 -144 -3%
SPC
85
Sigma Planning Corp
Michigan
$208K 4,727 +4,727 New
OC
86
Oppenheimer & Co
New York
$201K 4,569 – –
CPA
87
Cardiff Park Advisors
California
$191K 4,340 +12 +0.3%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$180K 4,096 – –
RDIA
89
RE Dickinson Investment Advisors
Iowa
$148K 3,361 -1,571 -32%
Wells Fargo
90
Wells Fargo
California
$146K 3,299 +77 +2%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$104K 2,369 +132 +6%
PK
92
Pflug Koory
Nebraska
$91K 2,068 – –
ME
93
McIlrath & Eck
Washington
$82K 1,869 – –
AF
94
Advisornet Financial
Minnesota
$67K 1,519 +4 +0.3%
COCM
95
Charter Oak Capital Management
New Hampshire
$66K 1,495 +1,495 New
FA
96
Financial Advantage
Maryland
$49K 1,116 – –
UBS Group
97
UBS Group
Switzerland
$46K 1,046 -2,079 -67%
CCA
98
Column Capital Advisors
Indiana
$46K 1,046 +403 +63%
GAM
99
Gemmer Asset Management
California
$42K 972 +2 +0.2%
GIA
100
GHP Investment Advisors
Colorado
$37K 845 +845 New
2 3
4
5 6