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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 %
PCIA
76
Prime Capital Investment Advisors
Kansas
$225K – – –
BWM
77
BerganKDV Wealth Management
Minnesota
$223K – – –
PIP
78
Peachtree Investment Partners
Florida
$192K -$849 -46 -0.4%
Wells Fargo
79
Wells Fargo
California
$173K +$34.5K +1,868 +25%
ACA
80
Atlas Capital Advisors
Wyoming
$173K -$45.9K -2,488 -21%
CPA
81
Cardiff Park Advisors
California
$162K +$702 +38 +0.4%
RTL
82
Red Tortoise LLC
Georgia
$159K +$159K +8,592 New
EW
83
Element Wealth
Mississippi
$156K – – –
AF
84
Allworth Financial
California
$147K +$47.9K +2,592 +48%
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$138K +$80K +4,360 +138%
PFP
86
Pinnacle Financial Partners
Tennessee
$111K – – –
PK
87
Pflug Koory
Nebraska
$76K – – –
ME
88
McIlrath & Eck
Washington
$69K – – –
RDIA
89
RE Dickinson Investment Advisors
Iowa
$69K – – –
Fidelity Investments
90
Fidelity Investments
Massachusetts
$61.5K -$1.15K -62 -2%
TCM
91
TD Capital Management
Tennessee
$60.4K +$259 +14 +0.4%
BTI
92
Blue Trust Inc
Georgia
$59K – – –
RFA
93
Resurgent Financial Advisors
Georgia
$53.9K +$53.9K +2,920 New
CCA
94
Column Capital Advisors
Indiana
$38.6K – – –
AAG
95
Armstrong Advisory Group
Massachusetts
$33.3K +$33.3K +1,802 New
CAL
96
Capital Advisors Ltd
Ohio
$30K +$30K +1,600 New
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$29.5K -$17.4K -884 -37%
KM
98
Kalos Management
Georgia
$23K +$23K +1,246 New
AW
99
Avion Wealth
Texas
$21K – – –
OFG
100
Oxford Financial Group
Indiana
$18.6K – – –
2 3
4
5 6