Schwab 1000 Index ETF $SCHK Shares Sold by Lido Advisors LLC

Lido Advisors LLC trimmed its holdings in shares of Schwab 1000 Index ETF (NYSEARCA:SCHK) by 60.6% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 42,798 shares of the company’s stock after selling 65,850 shares during the quarter. Lido Advisors LLC’s holdings in Schwab 1000 Index ETF were worth $1,341,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently added to or reduced their stakes in the business. Charles Schwab Investment Management Inc. increased its position in Schwab 1000 Index ETF by 119.0% during the 4th quarter. Charles Schwab Investment Management Inc. now owns 3,477,532 shares of the company’s stock valued at $114,063,000 after buying an additional 1,889,418 shares in the last quarter. Creative Planning grew its stake in shares of 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 acquiring an additional 40,837 shares during the last quarter. Waddell & Associates LLC increased its holdings in shares of Schwab 1000 Index ETF by 1.0% during the fourth quarter. Waddell & Associates LLC now owns 2,071,165 shares of the company’s stock valued at $67,934,000 after acquiring 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% during the fourth quarter. Plum Street Advisors LLC now owns 696,130 shares of the company’s stock valued at $22,833,000 after acquiring an additional 14,041 shares in the last quarter. Finally, Main Street Financial Solutions LLC raised its position in shares of Schwab 1000 Index ETF by 0.6% in the 4th 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 last quarter.

Schwab 1000 Index ETF Stock Up 0.1%

SCHK stock opened at $35.66 on Tuesday. The firm has a 50 day moving average of $35.93 and a 200 day moving average of $34.15. The stock has a market capitalization of $5.66 billion, a PE ratio of 25.42 and a beta of 1.01. Schwab 1000 Index ETF has a 52 week low of $29.89 and a 52 week high of $36.63.

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.