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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

126 hedge funds and large institutions have $1.43B invested in Schwab 1000 Index ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 45 increasing their positions, 33 reducing their positions, and 15 closing their positions.

Holders
126
Holders Change
-6
Holders Change %
-4.55%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
11
Increased
45
Reduced
33
Closed
15
Calls
$95K
Puts
–
Net Calls
+$95K
Net Calls Change
-$16K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$922M
2
AAG
2
Armstrong Advisory Group
Massachusetts
$45.8M
3
LWMT
3
Legacy Wealth Management (Tennessee)
Tennessee
$344M
4
Mariner
4
Mariner
Kansas
$4.09M
5
Bank of America
5
Bank of America
North Carolina
$9.19M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
HSA
2
HBK Sorce Advisory
Pennsylvania
$2.83M
3
RDWM
3
Red Door Wealth Management
Tennessee
$375K
4
KFS
4
Kaizen Financial Strategies
California
$803K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$210K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
76
Meridian Wealth Management
Kentucky
$205K +$205K +10,376 New
RJA
77
Raymond James & Associates
Florida
$201K +$201K +10,170 New
CPA
78
Cardiff Park Advisors
California
$174K +$672 +34 +0.4%
EW
79
Element Wealth
Mississippi
$167K – – –
RTL
80
Red Tortoise LLC
Georgia
$165K -$4.47K -226 -3%
Wells Fargo
81
Wells Fargo
California
$161K -$23.9K -1,206 -13%
Citadel Advisors
82
Citadel Advisors
Florida
$153K -$1.36M -68,938 -90%
Qube Research & Technologies (QRT)
83
Qube Research & Technologies (QRT)
United Kingdom
$132K +$128K +6,474 +3,083%
PFP
84
Pinnacle Financial Partners
Tennessee
$119K – – –
ACA
85
Atlas Capital Advisors
Wyoming
$116K -$69K -3,488 -37%
PK
86
Pflug Koory
Nebraska
$81.8K – – –
RDIA
87
RE Dickinson Investment Advisors
Iowa
$74K +$158 +8 +0.2%
ME
88
McIlrath & Eck
Washington
$73.9K – – –
TCM
89
TD Capital Management
Tennessee
$64.9K +$277 +14 +0.4%
FFA
90
Farther Finance Advisors
California
$59.3K +$59.3K +3,000 New
RFA
91
Resurgent Financial Advisors
Georgia
$57.7K – – –
NA
92
NewEdge Advisors
Louisiana
$54.2K – – –
Fidelity Investments
93
Fidelity Investments
Massachusetts
$52.6K -$13.3K -670 -20%
CAL
94
Capital Advisors Ltd
Ohio
$32K – – –
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$29.7K – – –
HCP
96
Hexagon Capital Partners
Arkansas
$28.6K +$26.5K +1,338 +1,239%
KM
97
Kalos Management
Georgia
$24.6K – – –
AW
98
Avion Wealth
Texas
$23K – – –
IAIM
99
International Assets Investment Management
Florida
$21.2K +$21.2K +1,074 New
OFG
100
Oxford Financial Group
Indiana
$19.9K – – –
2 3
4
5 6