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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

47 hedge funds and large institutions have $209M invested in Schwab 1000 Index ETF in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 8 closing their positions.

Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
1.02%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
11
Increased
14
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$142M
2
C
2
Clearshares
New York
$1.97M
3
AWM
3
Apollon Wealth Management
South Carolina
$1.82M
4
WA
4
Waddell & Associates
Tennessee
$21.6M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$2.93M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.99M
2
SG
2
Strid Group
Pennsylvania
$0
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$453K
5
APP
5
Avantax Planning Partners
Iowa
$2.47M
Name Market Value Shares Shares
Change 		Shares
Change %
AIM
26
Aspen Investment Management
Michigan
$372K 13,364 +162 +1%
SCM
27
SOL Capital Management
Maryland
$367K 13,175 +13,175 New
GIA
28
Gladstone Institutional Advisory
Florida
$363K 13,039 +13,039 New
SWA
29
Stratos Wealth Advisors
Ohio
$300K 10,793 +141 +1%
BBPWM
30
Blue Bell Private Wealth Management
Pennsylvania
$157K 5,632 -91 -2%
WCM
31
WealthBridge Capital Management
Ohio
$100K 3,525 +301 +9%
MDCM
32
Morgan Dempsey Capital Management
Wisconsin
$92K 3,290 -7,930 -71%
UBS Group
33
UBS Group
Switzerland
$67K 2,403 -7,587 -76%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$45K 1,629 -8,896 -85%
BAMG
35
Brand Asset Management Group
Missouri
$26K 937 – –
BC
36
Barnett & Company
Tennessee
$21K 737 – –
AF
37
Advisornet Financial
Minnesota
$21K 757 +7 +0.9%
JWA
38
JFS Wealth Advisors
Pennsylvania
$21K 743 +421 +131%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$17K 613 +3 +0.5%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$17K 391 +391 New
VFA
41
Valeo Financial Advisors
Indiana
$11K 397 – –
EFSCE
42
Enterprise Financial Services Corp (EFSC)
Missouri
$10K 356 +356 New
SIM
43
Sonora Investment Management
Arizona
$8K 305 +305 New
ASN
44
Advisory Services Network
Georgia
$7K 250 – –
WEC
45
Winslow Evans & Crocker
Massachusetts
$4K 100 – –
ACA
46
Ackerman Capital Advisors
Texas
$330 11,857 – –
HWA
47
Heritage Wealth Advisors
Virginia
$111 4 – –
SG
48
Strid Group
Pennsylvania
– – -119,385 Closed
Financial Engines Advisors
49
Financial Engines Advisors
California
– – -34,866 Closed
CCA
50
Cobblestone Capital Advisors
New York
– – -24,355 Closed
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