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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

154 hedge funds and large institutions have $1.78B invested in Schwab 1000 Index ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 55 increasing their positions, 32 reducing their positions, and 11 closing their positions.

Holders
154
Holders Change
+16
Holders Change %
+11.59%
% of All Funds
2.23%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
29
Increased
55
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIM
1
Warwick Investment Management
Texas
$95.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$12.9M
3
MSFS
3
Main Street Financial Solutions
Pennsylvania
$5.69M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$4.32M
5
MCM
5
MAI Capital Management
Ohio
$2.88M

Top Sellers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$187M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.23B
3
Bank of America
3
Bank of America
North Carolina
$6.79M
4
WA
4
Waddell & Associates
Tennessee
$48.1M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VT
76
Vise Technologies
New York
$340K -$104K -4,124 -24%
Osaic Holdings
77
Osaic Holdings
Arizona
$328K -$14K -554 -4%
IW
78
Imprint Wealth
South Carolina
$320K +$320K +12,668 New
Northern Trust
79
Northern Trust
Illinois
$314K – – –
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$311K +$32.5K +1,286 +12%
Corient Private Wealth
81
Corient Private Wealth
Florida
$302K +$304 +12 +0.1%
OIA
82
OneDigital Investment Advisors
Kansas
$298K +$51 +2 +0%
AF
83
Allworth Financial
California
$286K +$152 +6 +0.1%
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$274K +$274K +10,824 New
Qube Research & Technologies (QRT)
85
Qube Research & Technologies (QRT)
United Kingdom
$267K +$82.5K +3,256 +45%
PIP
86
Peachtree Investment Partners
Florida
$267K +$811 +32 +0.3%
FFN
87
Focus Financial Network
Minnesota
$262K -$140K -5,810 -35%
JPMorgan Chase & Co
88
JPMorgan Chase & Co
New York
$261K +$6.49K +256 +3%
AWM
89
Axxcess Wealth Management
California
$260K -$102K -4,024 -28%
CA
90
Clearstead Advisors
Ohio
$252K +$252K +10,018 New
KIA
91
KCM Investment Advisors
California
$246K – – –
EWM
92
Empirical Wealth Management
Washington
$245K -$42.4K -1,674 -15%
Koshinski Asset Management
93
Koshinski Asset Management
Illinois
$242K +$242K +9,548 New
CPA
94
Cardiff Park Advisors
California
$225K – – –
TSS
95
Two Sigma Securities
New York
$224K +$224K +8,834 New
Fisher Asset Management
96
Fisher Asset Management
Washington
$224K +$224K +8,830 New
MOS
97
MGO One Seven
Ohio
$223K +$223K +8,784 New
TNB
98
Thomasville National Bank
Georgia
$214K -$14.2K -560 -6%
BFG
99
Bouchey Financial Group
New York
$212K +$212K +8,378 New
VVP
100
Venture Visionary Partners
Ohio
$206K +$206K +8,118 New
2 3
4
5 6