SCHK icon

Schwab 1000 Index ETF

154 hedge funds and large institutions have $1.78B invested in Schwab 1000 Index ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 55 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+16
Holders Change %
+11.59%
% of All Funds
2.23%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
29
Increased
55
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$18K
IA
127
IFP Advisors
Florida
$16.7K
BWL
128
Bogart Wealth LLC
Virginia
$15.8K
BIA
129
Bell Investment Advisors
California
$13.1K +$13.1K +516 New
CAL
130
Capital Analysts LLC
Pennsylvania
$13K +$52 +2 +0.4%
AssetMark Inc
131
AssetMark Inc
California
$12.1K
Bessemer Group
132
Bessemer Group
New Jersey
$11K
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$11K +$52 +2 +0.5%
JWA
134
JFS Wealth Advisors
Pennsylvania
$9.98K
CAM
135
Costello Asset Management
Pennsylvania
$9.53K +$9.53K +376 New
IRC
136
Investors Research Corp
Georgia
$8.71K +$51 +2 +0.6%
S
137
SignatureFD
Georgia
$7.6K
BCMLT
138
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.4K -$1.77K -70 -19%
PCM
139
Penserra Capital Management
California
$7K +$7K +308 New
GPFA
140
Game Plan Financial Advisors
Ohio
$5.12K
DAM
141
Delta Asset Management
Tennessee
$5.07K
ACM
142
Anfield Capital Management
California
$3.4K +$3.4K +134 New
RG
143
Retirement Group
California
$3.23K +$50 +2 +2%
PCMC
144
Planning Capital Management Corporation
Pennsylvania
$2.53K
BNP Paribas Financial Markets
145
BNP Paribas Financial Markets
France
$2.53K +$2.53K +100 New
TCA
146
Trifecta Capital Advisors
Illinois
$2.03K
HFS
147
Hantz Financial Services
Michigan
$2K
SRCM
148
Signature Resources Capital Management
California
$1.15K
HWP
149
Highline Wealth Partners
California
$1.06K +$1.06K +42 New
GEA
150
Glen Eagle Advisors
New Jersey
$1K