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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

125 hedge funds and large institutions have $886M invested in Schwab 1000 Index ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-6
Holders Change %
-4.58%
% of All Funds
2.11%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
44
Reduced
29
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$586M
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$183M
3
Jane Street
3
Jane Street
New York
$2.85M
4
ML
4
McAdam LLC
Pennsylvania
$1.86M
5
Bank of America
5
Bank of America
North Carolina
$3.01M

Top Sellers

1
MF
1
Manchester Financial
California
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$8.76M
3
BPA
3
Beacon Pointe Advisors
California
$0
4
CG
4
Colony Group
Massachusetts
$11.4M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$1.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
126
WESPAC Advisors
California
– -$390K -17,730 Closed
Truist Financial
127
Truist Financial
North Carolina
– -$335K -15,230 Closed
CAM
128
Concorde Asset Management
Michigan
– -$248K -11,282 Closed
KIA
129
KCM Investment Advisors
California
– -$239K -10,836 Closed
DY
130
Dowling & Yahnke
California
– -$220K -10,000 Closed
MWM
131
Meridian Wealth Management
Kentucky
– -$214K -9,704 Closed
Commonwealth Equity Services
132
Commonwealth Equity Services
Massachusetts
– -$208K -9,484 Closed
SPC
133
Sigma Planning Corp
Michigan
– -$208K -9,454 Closed
OC
134
Oppenheimer & Co
New York
– -$201K -9,138 Closed
UBS Group
135
UBS Group
Switzerland
– -$46K -2,092 Closed
GAM
136
Gemmer Asset Management
California
– -$42K -1,944 Closed
JPMorgan Chase & Co
137
JPMorgan Chase & Co
New York
– -$10K -474 Closed
PFS
138
Prospera Financial Services
Texas
– -$7K -304 Closed
PA
139
Parallel Advisors
California
– -$2K -72 Closed
AAP
140
Arax Advisory Partners
Colorado
– -$1K -28 Closed
BNP Paribas Financial Markets
141
BNP Paribas Financial Markets
France
– -$440 -20 Closed
2 3 4 5
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