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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

126 hedge funds and large institutions have $1.43B invested in Schwab 1000 Index ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 45 increasing their positions, 33 reducing their positions, and 15 closing their positions.

Holders
126
Holders Change
-6
Holders Change %
-4.55%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
11
Increased
45
Reduced
33
Closed
15
Calls
$95K
Puts
–
Net Calls
+$95K
Net Calls Change
-$16K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$922M
2
AAG
2
Armstrong Advisory Group
Massachusetts
$45.8M
3
LWMT
3
Legacy Wealth Management (Tennessee)
Tennessee
$344M
4
Mariner
4
Mariner
Kansas
$4.09M
5
Bank of America
5
Bank of America
North Carolina
$9.19M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
HSA
2
HBK Sorce Advisory
Pennsylvania
$2.83M
3
RDWM
3
Red Door Wealth Management
Tennessee
$375K
4
KFS
4
Kaizen Financial Strategies
California
$803K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$210K
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$922M 23,302,995 +1,996,736 +9%
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$344M 8,685,492 +327,616 +4%
AAG
3
Armstrong Advisory Group
Massachusetts
$45.8M 1,158,823 +1,157,922 +128,515%
WA
4
Waddell & Associates
Tennessee
$38.4M 970,976 +1,656 +0.2%
CG
5
Colony Group
Massachusetts
$12M 303,193 -7,770 -2%
Bank of America
6
Bank of America
North Carolina
$9.19M 232,405 +41,929 +22%
Mariner
7
Mariner
Kansas
$4.09M 103,314 +47,002 +83%
CBFP
8
Cedar Brook Financial Partners
Ohio
$3.71M 93,905 +919 +1%
BIP
9
Blueprint Investment Partners
North Carolina
$3.23M 81,687 +928 +1%
PA
10
Parkside Advisors
California
$3.12M 78,908 -193 -0.2%
HSA
11
HBK Sorce Advisory
Pennsylvania
$2.83M 71,676 -71,810 -50%
MWM
12
Madison Wealth Management
Ohio
$2.43M 61,360 – –
DACG
13
Donor Advised Charitable Giving
California
$2.38M 60,144 – –
US Bancorp
14
US Bancorp
Minnesota
$2.26M 57,112 +26,782 +88%
Cerity Partners
15
Cerity Partners
New York
$1.68M 42,572 -53 -0.1%
CSWM
16
Cassady Schiller Wealth Management
Ohio
$1.56M 39,516 -14,334 -27%
CAAM
17
Cornerstone Advisors Asset Management
Pennsylvania
$1.45M 36,554 – –
MML Investors Services
18
MML Investors Services
Massachusetts
$1.4M 35,392 +29 +0.1%
TRCT
19
Tower Research Capital (TRC)
New York
$1.24M 31,415 +9,544 +44%
KBFS
20
Kohmann Bosshard Financial Services
Ohio
$1.2M 30,370 +55 +0.2%
Creative Planning
21
Creative Planning
Kansas
$999K 25,250 -10,502 -29%
KFS
22
Kaizen Financial Strategies
California
$803K 20,302 -45,386 -69%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$777K 19,644 -3,825 -16%
PCMC
24
Private Capital Management (Colorado)
Colorado
$742K 18,749 -10,822 -37%
AWM
25
Axxcess Wealth Management
California
$699K 17,677 -3,493 -16%
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