Schwab 1000 Index ETF $SCHK Shares Acquired by Waddell & Associates LLC

Waddell & Associates LLC increased its position in shares of Schwab 1000 Index ETF (NYSEARCA:SCHK) by 1.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 2,071,165 shares of the company’s stock after buying an additional 20,815 shares during the period. Schwab 1000 Index ETF accounts for approximately 4.6% of Waddell & Associates LLC’s holdings, making the stock its 7th biggest position. Waddell & Associates LLC’s holdings in Schwab 1000 Index ETF were worth $67,934,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the company. Lodestone Wealth Management LLC bought a new position in shares of Schwab 1000 Index ETF during the 4th quarter worth about $28,000. Dorato Capital Management bought a new position in shares of Schwab 1000 Index ETF during the 4th quarter worth about $40,000. Garner Asset Management Corp bought a new position in shares of Schwab 1000 Index ETF during the 4th quarter worth about $44,000. Blue Trust Inc. increased its position in shares of Schwab 1000 Index ETF by 149.6% during the 4th quarter. Blue Trust Inc. now owns 1,500 shares of the company’s stock worth $49,000 after purchasing an additional 899 shares in the last quarter. Finally, Abound Wealth Management acquired a new stake in shares of Schwab 1000 Index ETF during the 4th quarter worth about $84,000.

Schwab 1000 Index ETF Stock Up 0.3%

Shares of Schwab 1000 Index ETF stock opened at $35.61 on Tuesday. The stock has a market capitalization of $5.43 billion, a P/E ratio of 25.42 and a beta of 1.01. The company has a 50-day simple moving average of $34.40 and a 200 day simple moving average of $33.37. Schwab 1000 Index ETF has a 12-month low of $28.65 and a 12-month 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.