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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

64 hedge funds and large institutions have $305M invested in Schwab 1000 Index ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 4 closing their positions.

Holders
64
Holders Change
+9
Holders Change %
+16.36%
% of All Funds
1.41%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
13
Increased
14
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$65M
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$168M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.47M
4
Bank of America
4
Bank of America
North Carolina
$626K
5
CBFP
5
Cedar Brook Financial Partners
Ohio
$323K

Top Sellers

1
APA
1
American Portfolios Advisors
New York
$0
2
Jane Street
2
Jane Street
New York
$963K
3
MML Investors Services
3
MML Investors Services
Massachusetts
$1.25M
4
PFC
4
Phocas Financial Corp
California
$380K
5
TRCT
5
Tower Research Capital (TRC)
New York
$455K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFC
26
Phocas Financial Corp
California
$380K -$362K – –
Financial Engines Advisors
27
Financial Engines Advisors
California
$353K +$113K +7,788 +47%
AIM
28
Aspen Investment Management
Michigan
$350K -$122K -8,346 -26%
ACA
29
Atlas Capital Advisors
Wyoming
$349K +$259K +17,770 +287%
ACA
30
Ackerman Capital Advisors
Texas
$346K – – –
CBFP
31
Cedar Brook Financial Partners
Ohio
$323K +$323K +22,120 New
PIA
32
Pinion Investment Advisors
Kansas
$320K +$320K +21,932 New
CWP
33
Capital Wealth Planning
Florida
$307K -$22.8K -1,546 -7%
LIM
34
Leavell Investment Management
Alabama
$244K +$244K +16,760 New
LPL Financial
35
LPL Financial
California
$232K -$195K -13,406 -46%
TNB
36
Thomasville National Bank
Georgia
$203K – – –
WC
37
Westwind Capital
New Mexico
$185K +$2.48K +170 +1%
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$161K -$3.33K -228 -2%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$98K -$639 -44 -0.6%
MDCM
40
Morgan Dempsey Capital Management
Wisconsin
$96K – – –
UBS Group
41
UBS Group
Switzerland
$70K -$37.9K -2,604 -35%
PK
42
Pflug Koory
Nebraska
$60K +$60K +4,136 New
ME
43
McIlrath & Eck
Washington
$55K +$55K +3,738 New
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$54K -$74.6K -5,216 -58%
BAMG
45
Brand Asset Management Group
Missouri
$29K +$1.39K +94 +5%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$23K +$23K +1,590 New
AF
47
Advisornet Financial
Minnesota
$22K – – –
JWA
48
JFS Wealth Advisors
Pennsylvania
$22K +$118 +8 +0.5%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$17K – – –
Morgan Stanley
50
Morgan Stanley
New York
$15K +$14.3K +994 +1,988%
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