SCHK icon

Schwab 1000 Index ETF
SCHK

Overview Fund Activity

72 hedge funds and large institutions have $272M invested in Schwab 1000 Index ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
72
Holders Change
+8
Holders Change %
+12.5%
% of All Funds
1.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
13
Increased
21
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$4.61M
2
Jane Street
2
Jane Street
New York
$3.69M
3
LWMT
3
Legacy Wealth Management (Tennessee)
Tennessee
$185M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.09M
5
LPL Financial
5
LPL Financial
California
$854K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$349K
3
WA
3
Waddell & Associates
Tennessee
$23.6M
4
PFC
4
Phocas Financial Corp
California
$411K
5
WC
5
Westwind Capital
New Mexico
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
26
Gladstone Institutional Advisory
Florida
$436K -$4.54K -288 -1%
PFC
27
Phocas Financial Corp
California
$411K -$380K – –
SWA
28
Stratos Wealth Advisors
Ohio
$400K -$33.4K -2,114 -8%
ACA
29
Atlas Capital Advisors
Wyoming
$396K +$18K +1,138 +5%
SCM
30
SOL Capital Management
Maryland
$384K -$31.5K -2,000 -8%
ACA
31
Ackerman Capital Advisors
Texas
$374K – – –
AIM
32
Aspen Investment Management
Michigan
$354K -$25.3K -1,600 -7%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$349K -$2.33M -147,590 -87%
PIA
34
Pinion Investment Advisors
Kansas
$346K +$158 +10 +0%
Goldman Sachs
35
Goldman Sachs
New York
$340K +$340K +21,570 New
CWP
36
Capital Wealth Planning
Florida
$328K – – –
LIM
37
Leavell Investment Management
Alabama
$324K +$59.6K +3,780 +23%
AAS
38
Avantax Advisory Services
Texas
$296K +$296K +18,940 New
TNB
39
Thomasville National Bank
Georgia
$220K – – –
Bank of New York Mellon
40
Bank of New York Mellon
New York
$215K +$215K +13,604 New
PIP
41
Peachtree Investment Partners
Florida
$212K +$212K +13,404 New
MWM
42
Meridian Wealth Management
Kentucky
$201K +$201K +12,784 New
BBPWM
43
Blue Bell Private Wealth Management
Pennsylvania
$193K +$19K +1,208 +11%
Citigroup
44
Citigroup
New York
$106K +$106K +6,684 New
MDCM
45
Morgan Dempsey Capital Management
Wisconsin
$104K – – –
UBS Group
46
UBS Group
Switzerland
$76K – – –
PK
47
Pflug Koory
Nebraska
$65K – – –
ME
48
McIlrath & Eck
Washington
$61K +$1.65K +104 +3%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$47K -$12.4K -788 -21%
BAMG
50
Brand Asset Management Group
Missouri
$31K – – –
1
2
3 4