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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

129 hedge funds and large institutions have $1.58B invested in Schwab 1000 Index ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 58 increasing their positions, 31 reducing their positions, and 8 closing their positions.

Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
2.03%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
58
Reduced
31
Closed
8
Calls
$90K
Puts
–
Net Calls
+$90K
Net Calls Change
-$5K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.03B
2
PCIA
2
Prime Capital Investment Advisors
Kansas
$2.13M
3
AAG
3
Armstrong Advisory Group
Massachusetts
$51.4M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.87M
5
Jane Street
5
Jane Street
New York
$703K

Top Sellers

1
BIP
1
Blueprint Investment Partners
North Carolina
$0
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$371M
3
TRCT
3
Tower Research Capital (TRC)
New York
$356K
4
PA
4
Parkside Advisors
California
$2.75M
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
101
Avion Wealth
Texas
$26K – – –
MFA
102
McClarren Financial Advisors
Pennsylvania
$24K +$23.9K +1,150 +19,167%
NG
103
NWK Group
California
$21.4K – – –
PO
104
Private Ocean
California
$19.6K +$86 +4 +0.4%
CIA
105
Choate Investment Advisors
Massachusetts
$18.6K – – –
HI
106
Harbour Investments
Wisconsin
$17.3K +$856 +40 +5%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$15.2K +$4.45K +208 +41%
SSB
108
Sandy Spring Bank
Maryland
$13.9K +$13.9K +650 New
2L
109
25 LLC
Missouri
$11.1K +$11.1K +508 New
CAL
110
Capital Analysts LLC
Pennsylvania
$11K +$45 +2 +0.4%
CIAS
111
Capital Investment Advisory Services
North Carolina
$10.7K +$4.58K +214 +75%
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
JWA
113
JFS Wealth Advisors
Pennsylvania
$8.43K – – –
GIA
114
GHP Investment Advisors
Colorado
$7.57K -$5.72K -266 -43%
IRC
115
Investors Research Corp
Georgia
$7.27K +$43 +2 +0.6%
SIS
116
Strategic Investment Solutions
Illinois
$6.75K – – –
FFA
117
Farther Finance Advisors
California
$6.42K -$57.8K -2,700 -90%
S
118
SignatureFD
Georgia
$6.42K – – –
AF
119
Advisornet Financial
Minnesota
$2.82K – – –
RG
120
Retirement Group
California
$2.7K – – –
BCMLT
121
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.61K +$428 +20 +20%
HFS
122
Hantz Financial Services
Michigan
$2K – – –
TCA
123
Trifecta Capital Advisors
Illinois
$1.71K – – –
FA
124
Fiduciary Alliance
South Carolina
$1.54K +$1.54K +72 New
HWA
125
HHM Wealth Advisors
Tennessee
$1.16K +$1.16K +54 New
2 3 4
5
6