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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

185 hedge funds and large institutions have $2B invested in Schwab 1000 Index ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 148 increasing their positions, 2 reducing their positions, and 13 closing their positions.

Holders
185
Holders Change
+16
Holders Change %
+9.47%
% of All Funds
2.46%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
32
Increased
148
Reduced
2
Closed
13
Calls
$110K
Puts
$195K
Net Calls
-$85K
Net Calls Change
-$85K

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$12.4M
2
WIM
2
Warwick Investment Management
Texas
$124M
3
AAG
3
Armstrong Advisory Group
Massachusetts
$74.5M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$2.61M
5
Mariner
5
Mariner
Kansas
$6.88M

Top Sellers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.35B
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$197M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
WAG
4
Windsor Advisory Group
Ohio
$906K
5
PSA
5
Plum Street Advisors
Louisiana
$20.7M
Name Market Value Shares Shares
Change 		Shares
Change %
YIA
76
YHB Investment Advisors
Connecticut
$414K 14,610 +9,691 +197%
WG
77
Welch Group
Alabama
$409K 14,380 +7,190 +100%
Osaic Holdings
78
Osaic Holdings
Arizona
$400K 14,116 +7,406 +110%
FFG
79
Fiduciary Financial Group
California
$399K 14,200 +14,200 New
HWM
80
HB Wealth Management
Georgia
$397K 14,010 +7,005 +100%
BBPWM
81
Blue Bell Private Wealth Management
Pennsylvania
$395K 13,954 +6,957 +99%
AF
82
Allworth Financial
California
$390K 13,279 +7,520 +131%
LIM
83
Leavell Investment Management
Alabama
$389K 13,740 +6,770 +97%
USCWA
84
U.S. Capital Wealth Advisors
Texas
$386K 13,618 +6,809 +100%
VV
85
Verity & Verity
South Carolina
$382K 13,496 +6,546 +94%
BOH
86
Bank of Hawaii
Hawaii
$351K 12,400 +12,400 New
Corient Private Wealth
87
Corient Private Wealth
Florida
$348K 12,281 +458 +4%
OIA
88
OneDigital Investment Advisors
Kansas
$322K 11,367 +5,481 +93%
JPMorgan Chase & Co
89
JPMorgan Chase & Co
New York
$319K 11,251 +5,559 +98%
HighTower Advisors
90
HighTower Advisors
Illinois
$297K 10,497 +4,883 +87%
EWM
91
Empirical Wealth Management
Washington
$296K 10,447 +5,223 +100%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$295K 10,413 +5,075 +95%
PIP
93
Peachtree Investment Partners
Florida
$291K 10,285 +5,064 +97%
MWM
94
Meridian Wealth Management
Kentucky
$289K 10,192 +4,977 +95%
AWAG
95
ARS Wealth Advisors Group
Florida
$282K 9,949 +4,710 +90%
KIA
96
KCM Investment Advisors
California
$275K 9,712 +4,856 +100%
BWMG
97
Bannerman Wealth Management Group
Texas
$274K 9,683 +9,683 New
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$272K 9,610 +9,610 New
UBS Group
99
UBS Group
Switzerland
$263K 9,300 +6,699 +258%
OFG
100
Omega Financial Group
California
$249K 8,809 +3,306 +60%
2 3
4
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