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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 %
FSWA
151
Financial Synergies Wealth Advisors
Texas
– -$84 -4 Closed
NC
152
NewSquare Capital
Pennsylvania
– -$41 -2 Closed
CIA
153
Cape Investment Advisory
Georgia
– -$1 – –
3 4 5 6
7