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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

129 hedge funds and large institutions have $1.58B invested in Schwab 1000 Index ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 58 increasing their positions, 31 reducing their positions, and 8 closing their positions.

Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
2.03%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
58
Reduced
31
Closed
8
Calls
$90K
Puts
–
Net Calls
+$90K
Net Calls Change
-$5K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.03B
2
PCIA
2
Prime Capital Investment Advisors
Kansas
$2.13M
3
AAG
3
Armstrong Advisory Group
Massachusetts
$51.4M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.87M
5
Jane Street
5
Jane Street
New York
$703K

Top Sellers

1
BIP
1
Blueprint Investment Partners
North Carolina
$0
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$371M
3
TRCT
3
Tower Research Capital (TRC)
New York
$356K
4
PA
4
Parkside Advisors
California
$2.75M
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.03B 23,996,209 +693,214 +3%
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$371M 8,662,174 -23,318 -0.3%
AAG
3
Armstrong Advisory Group
Massachusetts
$51.4M 1,202,379 +43,556 +4%
WA
4
Waddell & Associates
Tennessee
$41.6M 973,311 +2,335 +0.2%
CG
5
Colony Group
Massachusetts
$12.6M 295,388 -7,805 -3%
Bank of America
6
Bank of America
North Carolina
$10.4M 243,420 +11,015 +5%
Mariner
7
Mariner
Kansas
$4.7M 109,863 +6,549 +6%
CBFP
8
Cedar Brook Financial Partners
Ohio
$4.03M 94,180 +275 +0.3%
HSA
9
HBK Sorce Advisory
Pennsylvania
$2.94M 68,677 -2,999 -4%
PA
10
Parkside Advisors
California
$2.75M 64,300 -14,608 -19%
US Bancorp
11
US Bancorp
Minnesota
$2.63M 61,398 +4,286 +8%
MWM
12
Madison Wealth Management
Ohio
$2.62M 61,320 -40 -0.1%
DACG
13
Donor Advised Charitable Giving
California
$2.57M 60,144 – –
PCIA
14
Prime Capital Investment Advisors
Kansas
$2.13M 49,690 +44,440 +846%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.87M 43,658 +38,357 +724%
Cerity Partners
16
Cerity Partners
New York
$1.82M 42,635 +63 +0.1%
CSWM
17
Cassady Schiller Wealth Management
Ohio
$1.76M 41,240 +1,724 +4%
CAAM
18
Cornerstone Advisors Asset Management
Pennsylvania
$1.56M 36,554 – –
MML Investors Services
19
MML Investors Services
Massachusetts
$1.48M 34,592 -800 -2%
KBFS
20
Kohmann Bosshard Financial Services
Ohio
$1.3M 30,315 -55 -0.2%
Creative Planning
21
Creative Planning
Kansas
$1.29M 30,043 +4,793 +19%
IA
22
IFP Advisors
Florida
$1.12M 26,176 +5,284 +25%
CFO
23
Collective Family Office
Pennsylvania
$1.05M 24,481 +15,776 +181%
KFS
24
Kaizen Financial Strategies
California
$964K 22,353 +2,051 +10%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$956K 22,332 +2,688 +14%
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