Waddell & Associates LLC Acquires 20,815 Shares of Schwab 1000 Index ETF $SCHK

Waddell & Associates LLC grew its holdings in Schwab 1000 Index ETF (NYSEARCA:SCHK) by 1.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,071,165 shares of the company’s stock after purchasing an additional 20,815 shares during the quarter. Schwab 1000 Index ETF makes up approximately 4.6% of Waddell & Associates LLC’s portfolio, making the stock its 7th largest holding. Waddell & Associates LLC owned 1.38% of Schwab 1000 Index ETF worth $67,934,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of the business. Creative Planning raised its stake in Schwab 1000 Index ETF by 1.3% during the third 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. Armstrong Advisory Group Inc. grew its holdings in Schwab 1000 Index ETF by 4.0% during the 4th quarter. Armstrong Advisory Group Inc. now owns 2,526,887 shares of the company’s stock worth $82,882,000 after acquiring an additional 97,075 shares in the last quarter. Lighthouse Wealth Management Inc. boosted its holdings in shares of Schwab 1000 Index ETF by 4.5% in the 4th quarter. Lighthouse Wealth Management Inc. now owns 375,340 shares of the company’s stock valued at $12,311,000 after buying an additional 16,262 shares during the period. Mariner LLC lifted its position in Schwab 1000 Index ETF by 2.2% in the 3rd quarter. Mariner LLC now owns 314,680 shares of the company’s stock valued at $10,108,000 after purchasing an additional 6,866 shares during the last quarter. Finally, Bank of America Corp DE raised its position in shares of Schwab 1000 Index ETF by 56.6% during the 3rd quarter. Bank of America Corp DE now owns 299,094 shares of the company’s stock worth $9,607,000 after buying an additional 108,060 shares in the last quarter.

Schwab 1000 Index ETF Price Performance

Schwab 1000 Index ETF stock opened at $35.61 on Tuesday. The firm’s 50 day simple moving average is $34.40 and its 200-day simple moving average is $33.37. The company has a market cap of $5.43 billion, a P/E ratio of 25.42 and a beta of 1.01. Schwab 1000 Index ETF has a fifty-two week low of $28.65 and a fifty-two week high of $36.63.

About Schwab 1000 Index ETF

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.