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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

138 hedge funds and large institutions have $1.81B invested in Schwab 1000 Index ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 14 closing their positions.

Holders
138
Holders Change
+7
Holders Change %
+5.34%
% of All Funds
2.02%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
25
Increased
41
Reduced
39
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIM
1
Warwick Investment Management
Texas
$38.1M
2
PSA
2
Plum Street Advisors
Louisiana
$17.8M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.16B
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$12.4M
5
Cerity Partners
5
Cerity Partners
New York
$2.21M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$869K
2
Jane Street
2
Jane Street
New York
$589K
3
IA
3
IFP Advisors
Florida
$15.2K
4
TRCT
4
Tower Research Capital (TRC)
New York
$8.34K
5
KFS
5
Kaizen Financial Strategies
California
$482K
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.16B 25,155,133 +367,702 +1%
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$397M 8,613,960 +835 +0%
AAG
3
Armstrong Advisory Group
Massachusetts
$57.4M 1,246,826 +21,261 +2%
WA
4
Waddell & Associates
Tennessee
$44.9M 975,639 -6,354 -0.6%
WIM
5
Warwick Investment Management
Texas
$38.1M 827,358 +827,358 New
PSA
6
Plum Street Advisors
Louisiana
$17.8M 386,351 +386,351 New
Focus Partners Wealth
7
Focus Partners Wealth
Massachusetts
$12.4M 269,944 +269,944 New
Bank of America
8
Bank of America
North Carolina
$12M 259,758 +8,478 +3%
Mariner
9
Mariner
Kansas
$4.72M 102,403 -472 -0.5%
CBFP
10
Cedar Brook Financial Partners
Ohio
$4.39M 95,297 -151 -0.2%
HSA
11
HBK Sorce Advisory
Pennsylvania
$3.12M 67,797 -450 -0.7%
US Bancorp
12
US Bancorp
Minnesota
$3.11M 67,463 +9,253 +16%
PA
13
Parkside Advisors
California
$2.96M 64,300 – –
DACG
14
Donor Advised Charitable Giving
California
$2.77M 60,144 – –
Cerity Partners
15
Cerity Partners
New York
$2.21M 47,923 +47,923 New
CSWM
16
Cassady Schiller Wealth Management
Ohio
$2.09M 45,424 +96 +0.2%
CAAM
17
Cornerstone Advisors Asset Management
Pennsylvania
$1.68M 36,554 – –
MML Investors Services
18
MML Investors Services
Massachusetts
$1.65M 35,918 +1,031 +3%
Creative Planning
19
Creative Planning
Kansas
$1.65M 35,866 -481 -1%
NP
20
NorthRock Partners
Minnesota
$1.62M 35,195 +35,195 New
Citadel Advisors
21
Citadel Advisors
Florida
$1.5M 32,587 +20,991 +181%
RCM
22
Richardson Capital Management
Wisconsin
$1.45M 2,735 +2,735 New
KBFS
23
Kohmann Bosshard Financial Services
Ohio
$1.4M 30,315 – –
GWANC
24
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.2M 26,154 +11,324 +76%
ACA
25
Aptus Capital Advisors
Alabama
$1.2M 26,154 +11,324 +76%
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