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Schwab 1000 Index ETF

85 hedge funds and large institutions have $566M invested in Schwab 1000 Index ETF in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 5 closing their positions.

Holders
85
Holders Change
+14
Holders Change %
+19.72%
% of All Funds
1.51%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
22
Increased
22
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
26
SOL Capital Management
Maryland
$455K
SWA
27
Stratos Wealth Advisors
Ohio
$418K -$106K -5,658 -20%
MF
28
Manchester Financial
California
$411K -$16K -854 -4%
ACA
29
Atlas Capital Advisors
Wyoming
$404K -$30.8K -1,646 -7%
OFG
30
Omega Financial Group
California
$384K -$34.1K -1,824 -8%
LPL Financial
31
LPL Financial
California
$365K -$25.1K -1,340 -6%
Osaic Holdings
32
Osaic Holdings
Arizona
$339K +$260K +13,732 +331%
LWM
33
Laidlaw Wealth Management
New York
$336K +$336K +17,968 New
HB
34
Homrich & Berg
Georgia
$329K
BSW
35
Buckingham Strategic Wealth
Missouri
$297K +$297K +15,860 New
PIA
36
Pinion Investment Advisors
Kansas
$286K +$2.73K +146 +1%
Morgan Stanley
37
Morgan Stanley
New York
$242K -$63.8K -3,418 -21%
CPIG
38
Chicago Partners Investment Group
Illinois
$226K +$226K +11,776 New
BC
39
Burleson & Co
California
$225K -$11.7K -626 -5%
BWM
40
BerganKDV Wealth Management
Minnesota
$225K
BBPWM
41
Blue Bell Private Wealth Management
Pennsylvania
$220K +$3.36K +180 +2%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$219K +$219K +11,736 New
FNT
43
First National Trust
Pennsylvania
$215K +$215K +11,490 New
TNB
44
Thomasville National Bank
Georgia
$205K -$55.1K -2,954 -21%
ZIC
45
ZWJ Investment Counsel
Georgia
$204K +$204K +10,902 New
PIP
46
Peachtree Investment Partners
Florida
$176K +$710 +38 +0.4%
PCIA
47
Prime Capital Investment Advisors
Kansas
$155K -$16.2K -870 -9%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$153K +$600 +32 +0.4%
Wells Fargo
49
Wells Fargo
California
$127K -$18.6K -998 -13%
Deutsche Bank
50
Deutsche Bank
Germany
$109K