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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

92 hedge funds and large institutions have $732M invested in Schwab 1000 Index ETF in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+5
Holders Change %
+5.75%
% of All Funds
1.61%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
32
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$466M
2
Jane Street
2
Jane Street
New York
$3.01M
3
DACG
3
Donor Advised Charitable Giving
California
$1.87M
4
CBFP
4
Cedar Brook Financial Partners
Ohio
$3.19M
5
CA
5
Cetera Advisors
Colorado
$669K

Top Sellers

1
APP
1
Avantax Planning Partners
Iowa
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
TRCT
4
Tower Research Capital (TRC)
New York
$35K
5
PA
5
Parkside Advisors
California
$3.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
26
Leavell Investment Management
Alabama
$593K – – –
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$538K +$43 +2 +0%
SCM
28
SOL Capital Management
Maryland
$505K – – –
SWA
29
Stratos Wealth Advisors
Ohio
$493K +$27.2K +1,274 +6%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$472K -$36.7K -1,720 -7%
MF
31
Manchester Financial
California
$449K -$15K -702 -3%
LPL Financial
32
LPL Financial
California
$442K +$17.4K +814 +4%
Morgan Stanley
33
Morgan Stanley
New York
$413K +$56K +2,624 +16%
OFG
34
Omega Financial Group
California
$411K +$1.07K +50 +0.3%
Osaic Holdings
35
Osaic Holdings
Arizona
$407K +$13.3K +622 +3%
Creative Planning
36
Creative Planning
Kansas
$401K +$185K +8,656 +85%
CA
37
Crewe Advisors
Utah
$360K +$360K +16,862 New
BSW
38
Buckingham Strategic Wealth
Missouri
$338K – – –
PIA
39
Pinion Investment Advisors
Kansas
$328K +$981 +46 +0.3%
PFWA
40
Paces Ferry Wealth Advisors
Georgia
$313K +$895 +42 +0.3%
ACA
41
Atlas Capital Advisors
Wyoming
$301K -$167K -7,838 -36%
PFC
42
Phocas Financial Corp
California
$284K +$284K +13,328 New
CPIG
43
Chicago Partners Investment Group
Illinois
$258K – – –
BWM
44
BerganKDV Wealth Management
Minnesota
$257K – – –
EW
45
Element Wealth
Mississippi
$256K – – –
BC
46
Burleson & Co
California
$247K -$9.55K -448 -4%
BBPWM
47
Blue Bell Private Wealth Management
Pennsylvania
$245K -$9.73K -456 -4%
IA
48
IFP Advisors
Florida
$239K +$224K +10,502 +1,451%
TNB
49
Thomasville National Bank
Georgia
$235K +$235K +11,000 New
CAI
50
Capital Advisors Inc
Oklahoma
$216K +$216K +10,136 New
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2
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