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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

185 hedge funds and large institutions have $2B invested in Schwab 1000 Index ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 148 increasing their positions, 2 reducing their positions, and 13 closing their positions.

Holders
185
Holders Change
+16
Holders Change %
+9.47%
% of All Funds
2.46%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
32
Increased
148
Reduced
2
Closed
13
Calls
$110K
Puts
$195K
Net Calls
-$85K
Net Calls Change
-$85K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.35B
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$197M
3
WIM
3
Warwick Investment Management
Texas
$124M
4
AAG
4
Armstrong Advisory Group
Massachusetts
$74.5M
5
WA
5
Waddell & Associates
Tennessee
$54.9M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
FFN
2
Focus Financial Network
Minnesota
$0
3
KWA
3
Kingswood Wealth Advisors
California
$0
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$0
5
Charles Schwab
5
Charles Schwab
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.35B 47,716,110 +19,115,413 +67%
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$197M 6,970,674 +3,377,865 +94%
WIM
3
Warwick Investment Management
Texas
$124M 4,387,948 +2,290,163 +109%
AAG
4
Armstrong Advisory Group
Massachusetts
$74.5M 2,633,266 +1,363,200 +107%
WA
5
Waddell & Associates
Tennessee
$54.9M 1,939,058 +976,332 +101%
PSA
6
Plum Street Advisors
Louisiana
$20.7M 730,121 +352,793 +93%
BSTWA
7
Blake Schutter Theil Wealth Advisors
Ohio
$17.6M 621,234 +310,617 +100%
Focus Partners Wealth
8
Focus Partners Wealth
Massachusetts
$14.2M 502,133 +250,092 +99%
Two Sigma Investments
9
Two Sigma Investments
New York
$12.4M 438,200 +438,200 New
LWM
10
Lighthouse Wealth Management
Ohio
$9.55M 337,288 +337,288 New
MSFS
11
Main Street Financial Solutions
Pennsylvania
$8.59M 303,389 +157,647 +108%
Mariner
12
Mariner
Kansas
$6.88M 242,893 +139,568 +135%
Bank of America
13
Bank of America
North Carolina
$5.81M 205,195 +94,110 +85%
SEIA
14
Signature Estate & Investment Advisors
California
$5.64M 199,152 +99,430 +100%
CSWM
15
Cassady Schiller Wealth Management
Ohio
$3.87M 136,558 +72,160 +112%
HSA
16
HBK Sorce Advisory
Pennsylvania
$3.8M 134,140 +66,431 +98%
US Bancorp
17
US Bancorp
Minnesota
$3.49M 123,142 +59,967 +95%
DACG
18
Donor Advised Charitable Giving
California
$3.41M 120,288 +60,144 +100%
PA
19
Parkside Advisors
California
$3.4M 120,127 +60,063 +100%
Creative Planning
20
Creative Planning
Kansas
$3.19M 112,736 +61,313 +119%
MCM
21
MAI Capital Management
Ohio
$3.14M 110,935 +55,545 +100%
LPL Financial
22
LPL Financial
California
$2.91M 102,825 +53,898 +110%
Cerity Partners
23
Cerity Partners
New York
$2.66M 94,108 +47,094 +100%
Renaissance Technologies
24
Renaissance Technologies
New York
$2.61M 92,200 +69,100 +299%
RDIA
25
RE Dickinson Investment Advisors
Iowa
$2.6M 9,180 +5,940 +183%
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