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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

123 hedge funds and large institutions have $1B invested in Schwab 1000 Index ETF in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
123
Holders Change
+25
Holders Change %
+25.51%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
35
Increased
35
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$633M
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$230M
3
BIP
3
Blueprint Investment Partners
North Carolina
$4M
4
Goldman Sachs
4
Goldman Sachs
New York
$3.7M
5
TDWM
5
Topel & Distasi Wealth Management
California
$2.65M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.45M
3
Jane Street
3
Jane Street
New York
$1.11M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$395K
5
TRCT
5
Tower Research Capital (TRC)
New York
$721K
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$633M 13,582,986 +1,571,002 +13%
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$230M 4,931,121 +141,042 +3%
WA
3
Waddell & Associates
Tennessee
$39.6M 849,845 +1,935 +0.2%
CG
4
Colony Group
Massachusetts
$15.5M 331,935 -775 -0.2%
CBFP
5
Cedar Brook Financial Partners
Ohio
$4.26M 91,355 +28,400 +45%
BIP
6
Blueprint Investment Partners
North Carolina
$4M 85,782 +85,782 New
HSA
7
HBK Sorce Advisory
Pennsylvania
$3.8M 81,666 -725 -0.9%
Goldman Sachs
8
Goldman Sachs
New York
$3.7M 79,407 +79,407 New
PA
9
Parkside Advisors
California
$3.68M 79,015 +45 +0.1%
C
10
Clearshares
New York
$3.61M 84,749 – –
MML Investors Services
11
MML Investors Services
Massachusetts
$2.79M 59,844 -1,766 -3%
DACG
12
Donor Advised Charitable Giving
California
$2.69M 57,670 – –
TDWM
13
Topel & Distasi Wealth Management
California
$2.65M 56,852 +56,852 New
MWM
14
Madison Wealth Management
Ohio
$2.63M 56,505 – –
Citadel Advisors
15
Citadel Advisors
Florida
$2.6M 55,714 +43,897 +371%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.3M 49,345 +26,390 +115%
CSWM
17
Cassady Schiller Wealth Management
Ohio
$1.96M 42,133 +42,133 New
KFS
18
Kaizen Financial Strategies
California
$1.9M 40,702 +5,060 +14%
PIP
19
Peachtree Investment Partners
Florida
$1.7M 36,498 +230 +0.6%
NP
20
NorthRock Partners
Minnesota
$1.64M 35,201 -254 -0.7%
AWM
21
Axxcess Wealth Management
California
$1.61M 34,592 +34,592 New
USCWA
22
U.S. Capital Wealth Advisors
Texas
$1.59M 34,077 – –
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.45M 31,138 -39,567 -56%
KBFS
24
Kohmann Bosshard Financial Services
Ohio
$1.41M 30,315 – –
Cerity Partners
25
Cerity Partners
New York
$1.34M 28,752 +28,752 New
1
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