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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

132 hedge funds and large institutions have $1.22B invested in Schwab 1000 Index ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 26 reducing their positions, and 10 closing their positions.

Holders
132
Holders Change
+11
Holders Change %
+9.09%
% of All Funds
2.13%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
23
Increased
48
Reduced
26
Closed
10
Calls
$111K
Puts
–
Net Calls
+$111K
Net Calls Change
+$111K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$787M
2
HSA
2
HBK Sorce Advisory
Pennsylvania
$5.3M
3
RDWM
3
Red Door Wealth Management
Tennessee
$2.76M
4
WA
4
Waddell & Associates
Tennessee
$35.8M
5
Bank of America
5
Bank of America
North Carolina
$7.03M

Top Sellers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$309M
2
Jane Street
2
Jane Street
New York
$764K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.75M
4
ML
4
McAdam LLC
Pennsylvania
$0
5
SA
5
Shilanski & Associates
Alaska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$787M 21,306,259 +4,484,093 +27%
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$309M 8,357,876 -682,762 -8%
WA
3
Waddell & Associates
Tennessee
$35.8M 969,320 +58,050 +6%
CG
4
Colony Group
Massachusetts
$11.5M 310,963 -6,560 -2%
Bank of America
5
Bank of America
North Carolina
$7.03M 190,476 +56,791 +42%
HSA
6
HBK Sorce Advisory
Pennsylvania
$5.3M 143,486 +70,787 +97%
CBFP
7
Cedar Brook Financial Partners
Ohio
$3.43M 92,986 -16,568 -15%
BIP
8
Blueprint Investment Partners
North Carolina
$2.98M 80,759 – –
PA
9
Parkside Advisors
California
$2.92M 79,101 – –
Goldman Sachs
10
Goldman Sachs
New York
$2.85M 77,117 +14,075 +22%
RDWM
11
Red Door Wealth Management
Tennessee
$2.76M 74,723 +65,440 +705%
KFS
12
Kaizen Financial Strategies
California
$2.53M 65,688 +1,590 +2%
MWM
13
Madison Wealth Management
Ohio
$2.27M 61,360 +2,930 +5%
DACG
14
Donor Advised Charitable Giving
California
$2.22M 60,144 – –
Mariner
15
Mariner
Kansas
$2.08M 56,312 +8,375 +17%
CSWM
16
Cassady Schiller Wealth Management
Ohio
$1.99M 53,850 +10,114 +23%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.75M 47,368 -48,084 -50%
Cerity Partners
18
Cerity Partners
New York
$1.57M 42,625 +36,818 +634%
Citadel Advisors
19
Citadel Advisors
Florida
$1.42M 38,330 +38,330 New
Baird Financial Group
20
Baird Financial Group
Wisconsin
$1.36M 36,894 +2,970 +9%
CAAM
21
Cornerstone Advisors Asset Management
Pennsylvania
$1.35M 36,554 +12,650 +53%
Creative Planning
22
Creative Planning
Kansas
$1.32M 35,752 -4,091 -10%
MML Investors Services
23
MML Investors Services
Massachusetts
$1.31M 35,363 +243 +0.7%
USCWA
24
U.S. Capital Wealth Advisors
Texas
$1.27M 34,378 – –
US Bancorp
25
US Bancorp
Minnesota
$1.12M 30,330 +4,928 +19%
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