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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

75 hedge funds and large institutions have $242M invested in Schwab 1000 Index ETF in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+3
Holders Change %
+4.17%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
19
Increased
19
Reduced
17
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
+$18.9M
2
MML Investors Services
MML Investors Services
Massachusetts
+$13.6M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$13M
4
PA
Parkside Advisors
California
+$2.36M
5
UWM
USAdvisors Wealth Management
Minnesota
+$1.57M

Top Sellers

1
WA
Waddell & Associates
Tennessee
-$23.6M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$2.81M
3
AWM
Apollon Wealth Management
South Carolina
-$2.69M
4
PCIA
Prime Capital Investment Advisors
Kansas
-$2.35M
5
Jane Street
Jane Street
New York
-$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
26
Kathmere Capital Management
Pennsylvania
$428K +$428K +34,174 New
CB
27
Commerce Bank
Missouri
$409K +$409K +32,648 New
AAS
28
Avantax Advisory Services
Texas
$392K +$155K +12,334 +65%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$377K +$377K +30,078 New
GAM
30
Garrison Asset Management
Arkansas
$376K – – –
FAAS
31
First Allied Advisory Services
California
$363K +$363K +28,950 New
ACA
32
Atlas Capital Advisors
Wyoming
$334K +$19.6K +1,566 +6%
MF
33
Manchester Financial
California
$320K -$46.6K -3,714 -13%
SCM
34
SOL Capital Management
Maryland
$305K – – –
SWA
35
Stratos Wealth Advisors
Ohio
$298K -$18.9K -1,512 -6%
LPL Financial
36
LPL Financial
California
$271K -$407K -32,480 -60%
LIM
37
Leavell Investment Management
Alabama
$251K -$6.91K -550 -3%
LWAC
38
Laurel Wealth Advisors (California)
California
$247K +$247K +19,758 New
PFC
39
Phocas Financial Corp
California
$246K -$411K – –
TRCT
40
Tower Research Capital (TRC)
New York
$234K -$220K -17,598 -48%
CWP
41
Capital Wealth Planning
Florida
$225K -$35.5K -2,832 -14%
TNB
42
Thomasville National Bank
Georgia
$203K – – –
BBPWM
43
Blue Bell Private Wealth Management
Pennsylvania
$153K -$100 -8 -0.1%
FWP
44
FAS Wealth Partners
Kansas
$136K +$112K +8,930 +463%
PIP
45
Peachtree Investment Partners
Florida
$117K -$50.6K -4,048 -30%
MDCM
46
Morgan Dempsey Capital Management
Wisconsin
$82K – – –
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$82K +$82K +6,860 New
UBS Group
48
UBS Group
Switzerland
$60K – – –
PK
49
Pflug Koory
Nebraska
$52K – – –
ME
50
McIlrath & Eck
Washington
$48K – – –
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