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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

132 hedge funds and large institutions have $1.22B invested in Schwab 1000 Index ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+11
Holders Change %
+9.09%
% of All Funds
2.13%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
23
Increased
48
Reduced
26
Closed
10
Calls
$111K
Puts
–
Net Calls
+$111K
Net Calls Change
+$111K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$787M
2
HSA
2
HBK Sorce Advisory
Pennsylvania
$5.3M
3
RDWM
3
Red Door Wealth Management
Tennessee
$2.76M
4
WA
4
Waddell & Associates
Tennessee
$35.8M
5
Bank of America
5
Bank of America
North Carolina
$7.03M

Top Sellers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$309M
2
Jane Street
2
Jane Street
New York
$764K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.75M
4
ML
4
McAdam LLC
Pennsylvania
$0
5
SA
5
Shilanski & Associates
Alaska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NG
101
NWK Group
California
$18.5K – – –
PO
102
Private Ocean
California
$16.8K +$6.49K +352 +63%
CIA
103
Choate Investment Advisors
Massachusetts
$16.1K – – –
CA
104
Clearstead Advisors
Ohio
$15.6K +$74 +4 +0.5%
GIA
105
GHP Investment Advisors
Colorado
$14.3K – – –
PIMG
106
Patriot Investment Management Group
Tennessee
$14.1K +$14.1K +716 New
FWA
107
Freedom Wealth Alliance
Wisconsin
$14K +$14K +760 New
HI
108
Harbour Investments
Wisconsin
$13.5K +$2.18K +118 +19%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$9.27K – – –
ASN
110
Advisory Services Network
Georgia
$9.23K +$9.23K +500 New
CAL
111
Capital Analysts LLC
Pennsylvania
$9K +$37 +2 +0.4%
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$8K +$8K +416 New
NFSG
113
Newbridge Financial Services Group
Florida
$7.61K – – –
JWA
114
JFS Wealth Advisors
Pennsylvania
$7.28K – – –
IRC
115
Investors Research Corp
Georgia
$6.23K +$6.23K +338 New
Qube Research & Technologies (QRT)
116
Qube Research & Technologies (QRT)
United Kingdom
$3.88K -$56.3K -3,050 -94%
BlackRock
117
BlackRock
New York
$3.21K +$517 +28 +19%
HFS
118
Hantz Financial Services
Michigan
$2K +$80 +4 +4%
RG
119
Retirement Group
California
$2K +$2K +126 New
HCP
120
Hexagon Capital Partners
Arkansas
$1.99K -$59.7K -3,236 -97%
BCMLT
121
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.88K +$332 +18 +21%
AF
122
Advisornet Financial
Minnesota
$1.86K +$446 +24 +32%
TCA
123
Trifecta Capital Advisors
Illinois
$1.48K +$1.48K +80 New
FA
124
Fiduciary Alliance
South Carolina
$1.33K +$1.33K +72 New
AAP
125
Arax Advisory Partners
Colorado
$1.26K +$1.26K +68 New
2 3 4
5
6