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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

169 hedge funds and large institutions have $1.95B invested in Schwab 1000 Index ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 36 reducing their positions, and 13 closing their positions.

Holders
169
Holders Change
+9
Holders Change %
+5.63%
% of All Funds
2.45%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
23
Increased
65
Reduced
36
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.34B
2
BSTWA
2
Blake Schutter Theil Wealth Advisors
Ohio
$17.2M
3
WIM
3
Warwick Investment Management
Texas
$116M
4
LPL Financial
4
LPL Financial
California
$2.71M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3M

Top Sellers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$199M
2
WAG
2
Windsor Advisory Group
Ohio
$1.77M
3
Jane Street
3
Jane Street
New York
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.34B 28,600,697 +4,445,091 +18%
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$199M 3,592,809 -53,789 -1%
WIM
3
Warwick Investment Management
Texas
$116M 2,097,785 +221,515 +12%
AAG
4
Armstrong Advisory Group
Massachusetts
$70.2M 1,270,066 +1,316 +0.1%
WA
5
Waddell & Associates
Tennessee
$53.2M 962,726 +13,201 +1%
PSA
6
Plum Street Advisors
Louisiana
$20.9M 377,328 +438 +0.1%
BSTWA
7
Blake Schutter Theil Wealth Advisors
Ohio
$17.2M 310,617 +310,617 New
Focus Partners Wealth
8
Focus Partners Wealth
Massachusetts
$13.9M 252,041 +5,524 +2%
MSFS
9
Main Street Financial Solutions
Pennsylvania
$8.06M 145,742 +8,033 +6%
Bank of America
10
Bank of America
North Carolina
$6.14M 111,085 -4,650 -4%
Mariner
11
Mariner
Kansas
$5.71M 103,325 +836 +0.8%
SEIA
12
Signature Estate & Investment Advisors
California
$5.51M 99,722 +159 +0.2%
HSA
13
HBK Sorce Advisory
Pennsylvania
$3.74M 67,709 -31 -0%
CSWM
14
Cassady Schiller Wealth Management
Ohio
$3.56M 64,398 +1,367 +2%
US Bancorp
15
US Bancorp
Minnesota
$3.49M 63,175 -2,675 -4%
DACG
16
Donor Advised Charitable Giving
California
$3.33M 60,144 – –
PA
17
Parkside Advisors
California
$3.32M 60,064 – –
MCM
18
MAI Capital Management
Ohio
$3.06M 55,390 -688 -1%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$3M 54,247 +13,862 +34%
Creative Planning
20
Creative Planning
Kansas
$2.84M 51,423 +2,677 +5%
LPL Financial
21
LPL Financial
California
$2.71M 48,927 +17,523 +56%
Cerity Partners
22
Cerity Partners
New York
$2.6M 47,014 -206 -0.4%
Morgan Stanley
23
Morgan Stanley
New York
$2.2M 39,879 +712 +2%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$2.08M 37,563 +13,276 +55%
GWANC
25
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.04M 36,891 -512 -1%
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