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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

129 hedge funds and large institutions have $1.58B invested in Schwab 1000 Index ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 58 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
2.03%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
58
Reduced
31
Closed
8
Calls
$90K
Puts
–
Net Calls
+$90K
Net Calls Change
-$5K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.03B
2
PCIA
2
Prime Capital Investment Advisors
Kansas
$2.13M
3
AAG
3
Armstrong Advisory Group
Massachusetts
$51.4M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.87M
5
Jane Street
5
Jane Street
New York
$703K

Top Sellers

1
BIP
1
Blueprint Investment Partners
North Carolina
$0
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$371M
3
TRCT
3
Tower Research Capital (TRC)
New York
$356K
4
PA
4
Parkside Advisors
California
$2.75M
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
76
JPMorgan Chase & Co
New York
$236K -$7.7K -360 -3%
PIP
77
Peachtree Investment Partners
Florida
$223K -$323K -15,102 -59%
MWM
78
Meridian Wealth Management
Kentucky
$223K +$770 +36 +0.3%
RJA
79
Raymond James & Associates
Florida
$222K +$4.54K +212 +2%
Renaissance Technologies
80
Renaissance Technologies
New York
$210K +$210K +9,800 New
KIA
81
KCM Investment Advisors
California
$208K +$208K +9,712 New
Commonwealth Equity Services
82
Commonwealth Equity Services
Massachusetts
$207K +$207K +9,652 New
UBS Group
83
UBS Group
Switzerland
$202K +$202K +9,442 New
CPA
84
Cardiff Park Advisors
California
$189K +$685 +32 +0.4%
Qube Research & Technologies (QRT)
85
Qube Research & Technologies (QRT)
United Kingdom
$186K +$96.4K +7,204 +108%
EW
86
Element Wealth
Mississippi
$181K – – –
Wells Fargo
87
Wells Fargo
California
$176K +$1.58K +74 +0.9%
PFP
88
Pinnacle Financial Partners
Tennessee
$128K – – –
PK
89
Pflug Koory
Nebraska
$103K +$15K +700 +17%
RDIA
90
RE Dickinson Investment Advisors
Iowa
$81K +$729 +34 +0.9%
ME
91
McIlrath & Eck
Washington
$80K – – –
TCM
92
TD Capital Management
Tennessee
$70.5K +$257 +12 +0.4%
ACA
93
Atlas Capital Advisors
Wyoming
$63.7K -$61.6K -2,878 -49%
RFA
94
Resurgent Financial Advisors
Georgia
$62.5K – – –
NA
95
NewEdge Advisors
Louisiana
$60.8K +$2.18K +102 +4%
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$51.8K +$19.6K +916 +61%
CAL
97
Capital Advisors Ltd
Ohio
$34K – – –
Fidelity Investments
98
Fidelity Investments
Massachusetts
$31.9K -$25.1K -1,172 -44%
KM
99
Kalos Management
Georgia
$26.7K – – –
HCP
100
Hexagon Capital Partners
Arkansas
$26.4K -$4.49K -210 -15%
2 3
4
5 6