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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.

New
Increased
Maintained
Reduced
Closed
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 %
S
126
SignatureFD
Georgia
$6.91K – – –
PCWA
127
Pacific Capital Wealth Advisors
California
$6.43K +$6.43K +280 New
GPFA
128
Game Plan Financial Advisors
Ohio
$4.65K +$4.65K +202 New
DAM
129
Delta Asset Management
Tennessee
$4.61K – – –
Simplex Trading
130
Simplex Trading
Illinois
$4K +$4K +200 New
RG
131
Retirement Group
California
$2.92K – – –
PCMC
132
Planning Capital Management Corporation
Pennsylvania
$2.3K +$2.3K +100 New
HFS
133
Hantz Financial Services
Michigan
$2K – – –
TCA
134
Trifecta Capital Advisors
Illinois
$1.84K – – –
SRCM
135
Signature Resources Capital Management
California
$1.15K +$1.15K +50 New
GEA
136
Glen Eagle Advisors
New Jersey
$908 – – –
AEPWM
137
Atlantic Edge Private Wealth Management
Florida
$293 +$293 +12 New
GWS
138
Glassman Wealth Services
Virginia
$46 – – –
Goldman Sachs
139
Goldman Sachs
New York
– -$338K -16,356 Closed
Koshinski Asset Management
140
Koshinski Asset Management
Illinois
– -$219K -10,596 Closed
AWA
141
Acorn Wealth Advisors
Michigan
– -$216K -10,446 Closed
AW
142
Avion Wealth
Texas
– -$25K -1,248 Closed
CIA
143
Choate Investment Advisors
Massachusetts
– -$18K -870 Closed
SSWM
144
Sheets Smith Wealth Management
North Carolina
– -$16.6K -806 Closed
UBS Group
145
UBS Group
Switzerland
– -$14.3K -694 Closed
FHA
146
First Horizon Advisors
Tennessee
– -$12.6K -610 Closed
CIAS
147
Capital Investment Advisory Services
North Carolina
– -$10.3K -498 Closed
FFA
148
Farther Finance Advisors
California
– -$6.2K -300 Closed
IPW
149
Impact Partnership Wealth
Georgia
– -$4.5K -218 Closed
AF
150
Advisornet Financial
Minnesota
– -$2.73K -132 Closed
3 4 5
6
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