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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

72 hedge funds and large institutions have $346M invested in Schwab 1000 Index ETF in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 15 closing their positions.

Holders
72
Holders Change
-3
Holders Change %
-4%
% of All Funds
1.48%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
12
Increased
21
Reduced
18
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$111M
2
WA
2
Waddell & Associates
Tennessee
$23.9M
3
5L
3
55I LLC
Massachusetts
$618K
4
US Bancorp
4
US Bancorp
Minnesota
$612K
5
Jane Street
5
Jane Street
New York
$2.59M

Top Sellers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$162M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$1.97M
3
Citadel Advisors
3
Citadel Advisors
Florida
$566K
4
UWM
4
USAdvisors Wealth Management
Minnesota
$0
5
CG
5
Colony Group
Massachusetts
$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
26
Kathmere Capital Management
Pennsylvania
$519K – – –
GAM
27
Garrison Asset Management
Arkansas
$455K – – –
ACA
28
Atlas Capital Advisors
Wyoming
$413K +$8.8K +580 +2%
SWA
29
Stratos Wealth Advisors
Ohio
$412K +$50.9K +3,354 +14%
FAAS
30
First Allied Advisory Services
California
$383K -$56.3K -3,710 -13%
SCM
31
SOL Capital Management
Maryland
$370K – – –
MF
32
Manchester Financial
California
$365K -$21.6K -1,426 -6%
LPL Financial
33
LPL Financial
California
$341K +$12.3K +810 +4%
HB
34
Homrich & Berg
Georgia
$313K +$313K +20,622 New
LIM
35
Leavell Investment Management
Alabama
$303K – – –
LWAC
36
Laurel Wealth Advisors (California)
California
$301K +$699 +46 +0.2%
PFC
37
Phocas Financial Corp
California
$237K -$246K – –
PIA
38
Pinion Investment Advisors
Kansas
$230K +$230K +15,152 New
TNB
39
Thomasville National Bank
Georgia
$212K – – –
Morgan Stanley
40
Morgan Stanley
New York
$210K +$195K +12,808 +1,289%
BC
41
Burleson & Co
California
$208K +$208K +12,624 New
BWM
42
BerganKDV Wealth Management
Minnesota
$183K +$183K +12,062 New
BBPWM
43
Blue Bell Private Wealth Management
Pennsylvania
$180K -$2.99K -200 -2%
PIP
44
Peachtree Investment Partners
Florida
$142K +$152 +10 +0.1%
PCIA
45
Prime Capital Investment Advisors
Kansas
$139K -$883K -58,250 -86%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$105K +$427 +28 +0.4%
Wells Fargo
47
Wells Fargo
California
$103K +$103K +6,806 +340,300%
UBS Group
48
UBS Group
Switzerland
$91K +$18.1K +1,192 +25%
Osaic Holdings
49
Osaic Holdings
Arizona
$90K -$325K -21,670 -78%
AWM
50
Apollon Wealth Management
South Carolina
$67K +$67K +4,384 New
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