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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

160 hedge funds and large institutions have $1.82B invested in Schwab 1000 Index ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 40 reducing their positions, and 12 closing their positions.

Holders
160
Holders Change
+6
Holders Change %
+3.9%
% of All Funds
2.33%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
22
Increased
43
Reduced
40
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEIA
1
Signature Estate & Investment Advisors
California
$5.21M
2
WAG
2
Windsor Advisory Group
Ohio
$4.04M
3
FTUS
3
Flow Traders U.S.
New York
$1.46M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.05M
5
Jane Street
5
Jane Street
New York
$2.5M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.49M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.27B
3
CBFP
3
Cedar Brook Financial Partners
Ohio
$0
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$646K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.27B 24,155,606 -211,418 -0.9%
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$191M 3,646,598 -36,814 -1%
WIM
3
Warwick Investment Management
Texas
$98.2M 1,876,270 – –
AAG
4
Armstrong Advisory Group
Massachusetts
$66.4M 1,268,750 +21,924 +2%
WA
5
Waddell & Associates
Tennessee
$49.7M 949,525 -351 -0%
PSA
6
Plum Street Advisors
Louisiana
$19.7M 376,890 -438 -0.1%
Focus Partners Wealth
7
Focus Partners Wealth
Massachusetts
$12.9M 246,517 -14,992 -6%
MSFS
8
Main Street Financial Solutions
Pennsylvania
$7.21M 137,709 +25,358 +23%
Bank of America
9
Bank of America
North Carolina
$6.06M 115,735 -18,199 -14%
Mariner
10
Mariner
Kansas
$5.36M 102,489 +88 +0.1%
SEIA
11
Signature Estate & Investment Advisors
California
$5.21M 99,563 +99,563 New
WAG
12
Windsor Advisory Group
Ohio
$4.04M 77,149 +77,149 New
HSA
13
HBK Sorce Advisory
Pennsylvania
$3.54M 67,740 -57 -0.1%
US Bancorp
14
US Bancorp
Minnesota
$3.45M 65,850 -1,930 -3%
CSWM
15
Cassady Schiller Wealth Management
Ohio
$3.3M 63,031 +9,914 +19%
PA
16
Parkside Advisors
California
$3.15M 60,064 – –
DACG
17
Donor Advised Charitable Giving
California
$3.15M 60,144 – –
MCM
18
MAI Capital Management
Ohio
$2.93M 56,078 -777 -1%
Creative Planning
19
Creative Planning
Kansas
$2.55M 48,746 +6,301 +15%
Jane Street
20
Jane Street
New York
$2.5M 47,759 +25,412 +114%
Cerity Partners
21
Cerity Partners
New York
$2.47M 47,220 – –
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$2.11M 40,385 +18,981 +89%
Morgan Stanley
23
Morgan Stanley
New York
$2.05M 39,167 +27,090 +224%
MML Investors Services
24
MML Investors Services
Massachusetts
$1.97M 37,693 +1,401 +4%
GWANC
25
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.96M 37,403 +3,203 +9%
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