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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

121 hedge funds and large institutions have $1B invested in Schwab 1000 Index ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 19 closing their positions.

Holders
121
Holders Change
-4
Holders Change %
-3.2%
% of All Funds
2.09%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
15
Increased
38
Reduced
33
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$313M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$582M
3
Bank of America
3
Bank of America
North Carolina
$4.63M
4
SA
4
Shilanski & Associates
Alaska
$1.54M
5
PCMC
5
Private Capital Management (Colorado)
Colorado
$1.54M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$2.18M
2
NP
2
NorthRock Partners
Minnesota
$0
3
Cerity Partners
3
Cerity Partners
New York
$201K
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
5L
5
55I LLC
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$582M 16,822,166 +752,238 +5%
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$313M 9,040,638 +4,029,754 +80%
WA
3
Waddell & Associates
Tennessee
$31.5M 911,270 +32,696 +4%
CG
4
Colony Group
Massachusetts
$11M 317,523 +4,692 +1%
Bank of America
5
Bank of America
North Carolina
$4.63M 133,685 +51,041 +62%
CBFP
6
Cedar Brook Financial Partners
Ohio
$3.79M 109,554 +8,543 +8%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$3.3M 95,452 +19,069 +25%
BIP
8
Blueprint Investment Partners
North Carolina
$2.8M 80,759 – –
PA
9
Parkside Advisors
California
$2.74M 79,101 – –
Jane Street
10
Jane Street
New York
$2.69M 77,709 -573 -0.7%
HSA
11
HBK Sorce Advisory
Pennsylvania
$2.52M 72,699 -7,780 -10%
KFS
12
Kaizen Financial Strategies
California
$2.22M 64,098 +2,501 +4%
Goldman Sachs
13
Goldman Sachs
New York
$2.18M 63,042 -177,223 -74%
DACG
14
Donor Advised Charitable Giving
California
$2.08M 60,144 – –
MWM
15
Madison Wealth Management
Ohio
$2.02M 58,430 -238 -0.4%
Mariner
16
Mariner
Kansas
$1.66M 47,937 -5,675 -11%
ML
17
McAdam LLC
Pennsylvania
$1.63M 47,110 -3,849 -8%
PCMC
18
Private Capital Management (Colorado)
Colorado
$1.54M 44,500 +36,016 +425%
SA
19
Shilanski & Associates
Alaska
$1.54M 44,500 +44,500 New
CSWM
20
Cassady Schiller Wealth Management
Ohio
$1.51M 43,736 -3,197 -7%
Creative Planning
21
Creative Planning
Kansas
$1.38M 39,843 +9,319 +31%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$1.35M 39,009 +30,221 +344%
MML Investors Services
23
MML Investors Services
Massachusetts
$1.22M 35,120 -8,251 -19%
USCWA
24
U.S. Capital Wealth Advisors
Texas
$1.19M 34,378 -963 -3%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$1.17M 33,924 +18,757 +124%
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