Schwab 1000 Index ETF $SCHK Stake Decreased by Legacy Wealth Management LLC

Legacy Wealth Management LLC lessened its holdings in shares of Schwab 1000 Index ETF (NYSEARCA:SCHK) by 2.5% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 5,848,312 shares of the company’s stock after selling 152,229 shares during the period. Schwab 1000 Index ETF makes up approximately 11.0% of Legacy Wealth Management LLC’s portfolio, making the stock its 4th biggest holding. Legacy Wealth Management LLC owned 3.70% of Schwab 1000 Index ETF worth $210,890,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the business. Charles Schwab Investment Management Inc. lifted its holdings in Schwab 1000 Index ETF by 119.0% in the fourth quarter. Charles Schwab Investment Management Inc. now owns 3,477,532 shares of the company’s stock valued at $114,063,000 after acquiring an additional 1,889,418 shares during the period. Creative Planning grew its stake in shares of Schwab 1000 Index ETF by 1.3% during the 3rd quarter. Creative Planning now owns 3,133,039 shares of the company’s stock worth $100,633,000 after purchasing an additional 40,837 shares during the period. Waddell & Associates LLC increased its holdings in shares of Schwab 1000 Index ETF by 1.0% in the 4th quarter. Waddell & Associates LLC now owns 2,071,165 shares of the company’s stock valued at $67,934,000 after purchasing an additional 20,815 shares in the last quarter. Plum Street Advisors LLC increased its holdings in shares of Schwab 1000 Index ETF by 2.1% in the 4th quarter. Plum Street Advisors LLC now owns 696,130 shares of the company’s stock valued at $22,833,000 after purchasing an additional 14,041 shares in the last quarter. Finally, Main Street Financial Solutions LLC lifted its stake in shares of Schwab 1000 Index ETF by 0.6% in the fourth quarter. Main Street Financial Solutions LLC now owns 413,934 shares of the company’s stock valued at $13,577,000 after purchasing an additional 2,587 shares during the period.

Schwab 1000 Index ETF Price Performance

Shares of NYSEARCA SCHK opened at $37.31 on Monday. The stock has a market capitalization of $5.92 billion, a price-to-earnings ratio of 25.42 and a beta of 1.01. Schwab 1000 Index ETF has a 52 week low of $30.30 and a 52 week high of $37.45. The firm has a 50-day moving average price of $36.03 and a 200 day moving average price of $34.34.

Schwab 1000 Index ETF Profile

The Schwab 1000 Index ETF (SCHK) is an exchange-traded fund that is based on the S&P Schwab 1000 index, a proprietary market-cap-weighted index that includes 1,000 of the largest US-listed stocks. SCHK was launched on Oct 11, 2017 and is managed by Charles Schwab.