SCHK icon

Schwab 1000 Index ETF
SCHK

Overview Fund Activity

169 hedge funds and large institutions have $1.95B invested in Schwab 1000 Index ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+9
Holders Change %
+5.63%
% of All Funds
2.45%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
23
Increased
65
Reduced
36
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.34B
2
WIM
2
Warwick Investment Management
Texas
$116M
3
LPL Financial
3
LPL Financial
California
$2.71M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.08M

Top Sellers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$199M
2
WAG
2
Windsor Advisory Group
Ohio
$1.77M
3
Jane Street
3
Jane Street
New York
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HCP
126
Hexagon Capital Partners
Arkansas
$80.1K +$1.99K +72 +3%
ACA
127
Atlas Capital Advisors
Wyoming
$71.4K – – –
PFP
128
Pinnacle Financial Partners
Tennessee
$55.3K – – –
HI
129
Harbour Investments
Wisconsin
$48.6K +$9.4K +340 +24%
CAL
130
Capital Advisors Ltd
Ohio
$44K – – –
SSB
131
Sandy Spring Bank
Maryland
$42.8K – – –
MG
132
Mather Group
Illinois
$41.2K -$135K -4,866 -77%
BIM
133
Breakwater Investment Management
Washington
$32.5K – – –
BTI
134
Blue Trust Inc
Georgia
$30K – – –
SPIA
135
Steward Partners Investment Advisory
New York
$27.6K +$27.6K +1,000 New
GIA
136
GHP Investment Advisors
Colorado
$26.8K +$442 +16 +2%
William Blair & Company
137
William Blair & Company
Illinois
$22.1K – – –
CAM
138
Costello Asset Management
Pennsylvania
$19.8K – – –
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$19.6K – – –
CIBC Private Wealth Group
140
CIBC Private Wealth Group
Georgia
$18K – – –
BWL
141
Bogart Wealth LLC
Virginia
$17.3K – – –
BIA
142
Bell Investment Advisors
California
$14.2K +$55 +2 +0.4%
CAL
143
Capital Analysts LLC
Pennsylvania
$14K +$56 +2 +0.4%
CPA
144
Capital Performance Advisors
California
$12.2K +$12.2K +440 New
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$12K +$57 +2 +0.5%
FDCDDQ
146
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.1K +$11.1K +400 New
JWA
147
JFS Wealth Advisors
Pennsylvania
$10.9K – – –
SIS
148
Strategic Investment Solutions
Illinois
$9.18K +$9.18K +332 New
S
149
SignatureFD
Georgia
$8.34K +$55 +2 +0.7%
AssetMark Inc
150
AssetMark Inc
California
$7.85K +$3.1K +112 +65%
4 5
6
7 8