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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

154 hedge funds and large institutions have $1.78B invested in Schwab 1000 Index ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 55 increasing their positions, 32 reducing their positions, and 11 closing their positions.

Holders
154
Holders Change
+16
Holders Change %
+11.59%
% of All Funds
2.23%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
29
Increased
55
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIM
1
Warwick Investment Management
Texas
$95.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$12.9M
3
MSFS
3
Main Street Financial Solutions
Pennsylvania
$5.69M
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$4.32M
5
MCM
5
MAI Capital Management
Ohio
$2.88M

Top Sellers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$187M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.23B
3
Bank of America
3
Bank of America
North Carolina
$6.79M
4
WA
4
Waddell & Associates
Tennessee
$48.1M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.23B 24,367,024 -788,109 -3%
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$187M 3,683,412 -4,930,548 -57%
WIM
3
Warwick Investment Management
Texas
$95.1M 1,876,270 +1,048,912 +127%
AAG
4
Armstrong Advisory Group
Massachusetts
$57.4M 1,246,826 – –
WA
5
Waddell & Associates
Tennessee
$48.1M 949,876 -25,763 -3%
PSA
6
Plum Street Advisors
Louisiana
$20.9M 377,328 -9,023 -2%
Focus Partners Wealth
7
Focus Partners Wealth
Massachusetts
$13.3M 261,509 -8,435 -3%
Goldman Sachs
8
Goldman Sachs
New York
$12.9M 254,980 +254,980 New
Bank of America
9
Bank of America
North Carolina
$6.79M 133,934 -125,824 -48%
MSFS
10
Main Street Financial Solutions
Pennsylvania
$5.69M 112,351 +112,351 New
Mariner
11
Mariner
Kansas
$5.19M 102,401 -2 -0%
CBFP
12
Cedar Brook Financial Partners
Ohio
$4.91M 96,958 +1,661 +2%
PCIA
13
Prime Capital Investment Advisors
Kansas
$4.32M 85,166 +76,558 +889%
HSA
14
HBK Sorce Advisory
Pennsylvania
$3.44M 67,797 – –
US Bancorp
15
US Bancorp
Minnesota
$3.43M 67,780 +317 +0.5%
Renaissance Technologies
16
Renaissance Technologies
New York
$3.19M 63,000 +37,300 +145%
DACG
17
Donor Advised Charitable Giving
California
$3.05M 60,144 – –
PA
18
Parkside Advisors
California
$3.04M 60,064 -4,236 -7%
MCM
19
MAI Capital Management
Ohio
$2.88M 56,855 +56,855 New
CSWM
20
Cassady Schiller Wealth Management
Ohio
$2.69M 53,117 +7,693 +17%
Cerity Partners
21
Cerity Partners
New York
$2.39M 47,220 -703 -1%
Creative Planning
22
Creative Planning
Kansas
$2.15M 42,445 +6,579 +18%
Citadel Advisors
23
Citadel Advisors
Florida
$1.96M 38,773 +6,186 +19%
CAAM
24
Cornerstone Advisors Asset Management
Pennsylvania
$1.85M 36,554 – –
MML Investors Services
25
MML Investors Services
Massachusetts
$1.84M 36,292 +374 +1%
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