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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

55 hedge funds and large institutions have $241M invested in Schwab 1000 Index ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 6 closing their positions.

Holders
55
Holders Change
+8
Holders Change %
+17.02%
% of All Funds
1.2%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
15
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$163M
2
APA
2
American Portfolios Advisors
New York
$4.6M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$3.8M
4
C
4
Clearshares
New York
$4.21M
5
Jane Street
5
Jane Street
New York
$3.28M

Top Sellers

1
PPA
1
Parametric Portfolio Associates
Washington
$0
2
SS
2
Simplicity Solutions
Minnesota
$0
3
PIP
3
Peachtree Investment Partners
Florida
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
AWM
5
AE Wealth Management
Kansas
$276K
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
26
SOL Capital Management
Maryland
$380K – – –
PFC
27
Phocas Financial Corp
California
$362K – – –
CWP
28
Capital Wealth Planning
Florida
$323K +$323K +22,346 New
AWM
29
AE Wealth Management
Kansas
$276K -$444K -30,716 -62%
Financial Engines Advisors
30
Financial Engines Advisors
California
$237K +$237K +16,434 New
TNB
31
Thomasville National Bank
Georgia
$201K +$201K +13,954 New
Bank of America
32
Bank of America
North Carolina
$199K +$199K +13,812 New
WC
33
Westwind Capital
New Mexico
$181K +$181K +12,526 New
BBPWM
34
Blue Bell Private Wealth Management
Pennsylvania
$163K -$29 -2 -0%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$130K +$82.9K +5,732 +176%
UBS Group
36
UBS Group
Switzerland
$107K +$37.6K +2,604 +54%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$99K +$81.1K +5,570 +454%
MDCM
38
Morgan Dempsey Capital Management
Wisconsin
$95K – – –
ACA
39
Atlas Capital Advisors
Wyoming
$89.3K +$89.3K +6,184 New
BAMG
40
Brand Asset Management Group
Missouri
$27K – – –
AF
41
Advisornet Financial
Minnesota
$22K – – –
BC
42
Barnett & Company
Tennessee
$21K – – –
JWA
43
JFS Wealth Advisors
Pennsylvania
$21K – – –
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$17K – – –
VFA
45
Valeo Financial Advisors
Indiana
$11K – – –
EFSCE
46
Enterprise Financial Services Corp (EFSC)
Missouri
$10K – – –
AG
47
Advisor Group
Arizona
$10K +$10K +722 New
US Bancorp
48
US Bancorp
Minnesota
$9K +$9K +654 New
ASN
49
Advisory Services Network
Georgia
$7K – – –
WEC
50
Winslow Evans & Crocker
Massachusetts
$4K – – –
1
2
3