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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

87 hedge funds and large institutions have $646M invested in Schwab 1000 Index ETF in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+2
Holders Change %
+2.35%
% of All Funds
1.53%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
26
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$369M
2
PIP
2
Peachtree Investment Partners
Florida
$1.29M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$953K
4
Citadel Advisors
4
Citadel Advisors
Florida
$827K
5
B
5
Bailard
California
$763K

Top Sellers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$186M
2
EW
2
Element Wealth
Mississippi
$237K
3
LWM
3
Laidlaw Wealth Management
New York
$0
4
HB
4
Homrich & Berg
Georgia
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DACG
26
Donor Advised Charitable Giving
California
$597K +$597K +30,298 New
LIM
27
Leavell Investment Management
Alabama
$593K +$73.9K +3,750 +14%
Bank of America
28
Bank of America
North Carolina
$557K +$55.8K +2,826 +11%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$498K +$39 +2 +0%
TRCT
30
Tower Research Capital (TRC)
New York
$493K +$489K +24,794 +11,586%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$470K -$10.4K -526 -2%
SCM
32
SOL Capital Management
Maryland
$467K -$13K -660 -3%
ACA
33
Atlas Capital Advisors
Wyoming
$433K +$7.1K +360 +2%
SWA
34
Stratos Wealth Advisors
Ohio
$431K -$10.5K -534 -2%
MF
35
Manchester Financial
California
$429K -$5.17K -262 -1%
VWA
36
Visionary Wealth Advisors
Illinois
$427K +$427K +21,678 New
LPL Financial
37
LPL Financial
California
$392K +$7.57K +384 +2%
OFG
38
Omega Financial Group
California
$379K -$26.3K -1,334 -6%
Osaic Holdings
39
Osaic Holdings
Arizona
$363K +$11.4K +580 +3%
Morgan Stanley
40
Morgan Stanley
New York
$330K +$74.2K +3,760 +29%
BSW
41
Buckingham Strategic Wealth
Missouri
$313K – – –
PIA
42
Pinion Investment Advisors
Kansas
$302K +$866 +44 +0.3%
PFWA
43
Paces Ferry Wealth Advisors
Georgia
$289K +$289K +14,652 New
CPIG
44
Chicago Partners Investment Group
Illinois
$246K – – –
BWM
45
BerganKDV Wealth Management
Minnesota
$238K – – –
EW
46
Element Wealth
Mississippi
$237K -$1.2M -60,728 -83%
BC
47
Burleson & Co
California
$237K +$236 +12 +0.1%
BBPWM
48
Blue Bell Private Wealth Management
Pennsylvania
$235K +$2.76K +140 +1%
ZIC
49
ZWJ Investment Counsel
Georgia
$215K – – –
Creative Planning
50
Creative Planning
Kansas
$200K +$200K +10,152 New
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