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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

138 hedge funds and large institutions have $1.81B invested in Schwab 1000 Index ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 14 closing their positions.

Holders
138
Holders Change
+7
Holders Change %
+5.34%
% of All Funds
2.02%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
25
Increased
41
Reduced
39
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIM
1
Warwick Investment Management
Texas
$38.1M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.16B
3
Cerity Partners
3
Cerity Partners
New York
$2.21M
4
NP
4
NorthRock Partners
Minnesota
$1.62M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$997K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$869K
2
Jane Street
2
Jane Street
New York
$589K
3
IA
3
IFP Advisors
Florida
$15.2K
4
TRCT
4
Tower Research Capital (TRC)
New York
$8.34K
5
KFS
5
Kaizen Financial Strategies
California
$482K
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
76
OneDigital Investment Advisors
Kansas
$271K +$46 +2 +0%
EWM
77
Empirical Wealth Management
Washington
$262K -$45.8K -1,990 -15%
AF
78
Allworth Financial
California
$260K -$31.9K -1,384 -11%
PFA
79
Pure Financial Advisors
California
$255K +$255K +11,094 New
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$254K – – –
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$243K +$243K +10,564 New
PIP
82
Peachtree Investment Partners
Florida
$242K +$967 +42 +0.4%
MWM
83
Meridian Wealth Management
Kentucky
$241K -$240K -10,400 -50%
JPMorgan Chase & Co
84
JPMorgan Chase & Co
New York
$231K -$29.4K -1,278 -11%
KIA
85
KCM Investment Advisors
California
$224K – – –
TNB
86
Thomasville National Bank
Georgia
$207K +$207K +9,000 New
CPA
87
Cardiff Park Advisors
California
$205K – – –
MA
88
MCF Advisors
Kentucky
$184K +$184K +8,000 New
Qube Research & Technologies (QRT)
89
Qube Research & Technologies (QRT)
United Kingdom
$168K -$32.8K -1,424 -16%
Comerica Bank
90
Comerica Bank
Texas
$164K +$159K +6,920 +3,264%
EW
91
Element Wealth
Mississippi
$162K – – –
EWP
92
Elevation Wealth Partners
California
$138K +$138K +6,664 New
PFP
93
Pinnacle Financial Partners
Tennessee
$117K – – –
TCM
94
TD Capital Management
Tennessee
$116K +$27K +1,172 +30%
PK
95
Pflug Koory
Nebraska
$111K – – –
RDIA
96
RE Dickinson Investment Advisors
Iowa
$88K +$690 +30 +0.8%
CIR
97
Clear Investment Research
Georgia
$86.7K +$86.7K +3,766 New
ME
98
McIlrath & Eck
Washington
$86.1K – – –
NA
99
NewEdge Advisors
Louisiana
$65.4K -$138 -6 -0.2%
ACA
100
Atlas Capital Advisors
Wyoming
$65.1K -$3.45K -150 -5%
2 3
4
5 6