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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 %
Fidelity Investments
101
Fidelity Investments
Massachusetts
$47K +$11.4K +494 +32%
SIS
102
Sound Income Strategies
Florida
$42.8K +$42.8K +1,858 New
CAL
103
Capital Advisors Ltd
Ohio
$37K – – –
PO
104
Private Ocean
California
$36.7K +$15.5K +674 +73%
HI
105
Harbour Investments
Wisconsin
$35.5K +$16.1K +700 +83%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$34.7K -$4.63K -200 -12%
HCP
107
Hexagon Capital Partners
Arkansas
$33.3K +$967 +42 +3%
BTI
108
Blue Trust Inc
Georgia
$33K – – –
RFA
109
Resurgent Financial Advisors
Georgia
$27.6K -$39.6K -1,720 -59%
MFA
110
McClarren Financial Advisors
Pennsylvania
$27K +$139 +6 +0.5%
GIA
111
GHP Investment Advisors
Colorado
$18.2K +$8.06K +350 +79%
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$16.4K -$8.98K -390 -35%
IA
113
IFP Advisors
Florida
$15.2K -$889K -38,598 -98%
SSB
114
Sandy Spring Bank
Maryland
$15K – – –
BWL
115
Bogart Wealth LLC
Virginia
$14.4K – – –
ASN
116
Advisory Services Network
Georgia
$11.5K +$11.5K +500 New
CAL
117
Capital Analysts LLC
Pennsylvania
$11K +$44 +2 +0.4%
AssetMark Inc
118
AssetMark Inc
California
$11K +$11K +476 New
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$10K +$48 +2 +0.5%
Bessemer Group
120
Bessemer Group
New Jersey
$10K +$10K +450 New
JWA
121
JFS Wealth Advisors
Pennsylvania
$9.07K – – –
TRCT
122
Tower Research Capital (TRC)
New York
$8.34K -$520K -22,592 -98%
IRC
123
Investors Research Corp
Georgia
$7.89K – – –
SIS
124
Strategic Investment Solutions
Illinois
$7.65K -$474K -20,584 -98%
BCMLT
125
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.48K +$4.96K +240 +197%
3 4
5
6 7