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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

131 hedge funds and large institutions have $1.56B invested in Schwab 1000 Index ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 56 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
131
Holders Change
+2
Holders Change %
+1.55%
% of All Funds
2.09%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
11
Increased
56
Reduced
30
Closed
8
Calls
$306K
Puts
$25K
Net Calls
+$281K
Net Calls Change
+$191K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.02B
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.56M
3
Jane Street
3
Jane Street
New York
$1.71M
4
AAG
4
Armstrong Advisory Group
Massachusetts
$50.6M
5
SAS
5
SMI Advisory Services
Indiana
$513K

Top Sellers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$356M
2
Cerity Partners
2
Cerity Partners
New York
$0
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$416K
4
WA
4
WESPAC Advisors
California
$0
5
CG
5
Colony Group
Massachusetts
$11.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.02B 24,787,431 +791,222 +3%
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$356M 8,613,125 -49,049 -0.6%
AAG
3
Armstrong Advisory Group
Massachusetts
$50.6M 1,225,565 +23,186 +2%
WA
4
Waddell & Associates
Tennessee
$40.6M 981,993 +8,682 +0.9%
CG
5
Colony Group
Massachusetts
$11.9M 288,221 -7,167 -2%
Bank of America
6
Bank of America
North Carolina
$10.4M 251,280 +7,860 +3%
Mariner
7
Mariner
Kansas
$4.25M 102,875 -6,988 -6%
CBFP
8
Cedar Brook Financial Partners
Ohio
$3.94M 95,448 +1,268 +1%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$3.56M 86,240 +42,582 +98%
HSA
10
HBK Sorce Advisory
Pennsylvania
$2.82M 68,247 -430 -0.6%
PA
11
Parkside Advisors
California
$2.66M 64,300 – –
MWM
12
Madison Wealth Management
Ohio
$2.53M 61,320 – –
DACG
13
Donor Advised Charitable Giving
California
$2.48M 60,144 – –
US Bancorp
14
US Bancorp
Minnesota
$2.4M 58,210 -3,188 -5%
CSWM
15
Cassady Schiller Wealth Management
Ohio
$1.87M 45,328 +4,088 +10%
Jane Street
16
Jane Street
New York
$1.71M 41,473 +25,033 +152%
CAAM
17
Cornerstone Advisors Asset Management
Pennsylvania
$1.51M 36,554 – –
Creative Planning
18
Creative Planning
Kansas
$1.5M 36,347 +6,304 +21%
MML Investors Services
19
MML Investors Services
Massachusetts
$1.44M 34,887 +295 +0.9%
KBFS
20
Kohmann Bosshard Financial Services
Ohio
$1.25M 30,315 – –
CFO
21
Collective Family Office
Pennsylvania
$1.1M 26,531 +2,050 +8%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.06M 25,548 +3,216 +14%
LPL Financial
23
LPL Financial
California
$980K 23,739 +6,914 +41%
KFS
24
Kaizen Financial Strategies
California
$889K 21,528 -825 -4%
IA
25
IFP Advisors
Florida
$811K 19,629 -6,547 -25%
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