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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

131 hedge funds and large institutions have $1.56B invested in Schwab 1000 Index ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 56 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+2
Holders Change %
+1.55%
% of All Funds
2.09%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
11
Increased
56
Reduced
30
Closed
8
Calls
$306K
Puts
$25K
Net Calls
+$281K
Net Calls Change
+$191K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.02B
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.56M
3
Jane Street
3
Jane Street
New York
$1.71M
4
AAG
4
Armstrong Advisory Group
Massachusetts
$50.6M
5
SIS
5
Strategic Investment Solutions
Illinois
$449K

Top Sellers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$356M
2
Cerity Partners
2
Cerity Partners
New York
$0
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$416K
4
WA
4
WESPAC Advisors
California
$0
5
CG
5
Colony Group
Massachusetts
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
76
Corient Private Wealth
Florida
$246K +$207 +10 +0.1%
OIA
77
OneDigital Investment Advisors
Kansas
$243K +$41 +2 +0%
JPMorgan Chase & Co
78
JPMorgan Chase & Co
New York
$234K +$5.62K +272 +2%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$227K -$6.6K -320 -3%
Koshinski Asset Management
80
Koshinski Asset Management
Illinois
$219K -$18.2K -880 -8%
PIP
81
Peachtree Investment Partners
Florida
$216K +$743 +36 +0.3%
AWA
82
Acorn Wealth Advisors
Michigan
$216K +$216K +10,446 New
KIA
83
KCM Investment Advisors
California
$201K – – –
CPA
84
Cardiff Park Advisors
California
$183K +$661 +32 +0.4%
Qube Research & Technologies (QRT)
85
Qube Research & Technologies (QRT)
United Kingdom
$180K -$107K -5,174 -37%
EW
86
Element Wealth
Mississippi
$145K -$29.4K -1,422 -17%
PFP
87
Pinnacle Financial Partners
Tennessee
$104K -$19.4K -940 -16%
PK
88
Pflug Koory
Nebraska
$99.9K – – –
TCM
89
TD Capital Management
Tennessee
$79.4K +$11.3K +548 +17%
RDIA
90
RE Dickinson Investment Advisors
Iowa
$78K +$370 +18 +0.5%
ME
91
McIlrath & Eck
Washington
$77.2K – – –
Wells Fargo
92
Wells Fargo
California
$74.4K -$95.3K -4,618 -56%
ACA
93
Atlas Capital Advisors
Wyoming
$61.5K – – –
RFA
94
Resurgent Financial Advisors
Georgia
$60.3K – – –
NA
95
NewEdge Advisors
Louisiana
$58.7K +$41 +2 +0.1%
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$36.8K -$15.5K -716 -30%
BTI
97
Blue Trust Inc
Georgia
$34K +$34K +1,584 New
CAL
98
Capital Advisors Ltd
Ohio
$33K – – –
Fidelity Investments
99
Fidelity Investments
Massachusetts
$32K +$1.2K +58 +4%
HCP
100
Hexagon Capital Partners
Arkansas
$29K +$3.47K +168 +14%
2 3
4
5 6