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Schwab 1000 Index ETF

98 hedge funds and large institutions have $825M invested in Schwab 1000 Index ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
98
Holders Change
+6
Holders Change %
+6.52%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
34
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
26
US Bancorp
Minnesota
$971K -$8.44K -396 -0.9%
B
27
Bailard
California
$825K
VWA
28
Visionary Wealth Advisors
Illinois
$690K -$95.9K -4,498 -12%
Mariner
29
Mariner
Kansas
$676K +$676K +31,732 New
CA
30
Cetera Advisors
Colorado
$668K
EFG
31
Everhart Financial Group
Ohio
$657K -$213 -10 -0%
EAM
32
Evanson Asset Management
California
$639K +$128 +6 +0%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$555K +$17.7K +832 +3%
Bank of America
34
Bank of America
North Carolina
$553K -$76.6K -3,596 -12%
SCM
35
SOL Capital Management
Maryland
$505K
Morgan Stanley
36
Morgan Stanley
New York
$504K +$91.7K +4,306 +22%
Citadel Advisors
37
Citadel Advisors
Florida
$503K +$503K +23,634 New
LPL Financial
38
LPL Financial
California
$476K +$34.6K +1,622 +8%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$473K +$1.58K +74 +0.3%
SWA
40
Stratos Wealth Advisors
Ohio
$445K -$47.8K -2,242 -10%
Osaic Holdings
41
Osaic Holdings
Arizona
$422K +$15.5K +728 +4%
OFG
42
Omega Financial Group
California
$410K -$682 -32 -0.2%
CA
43
Crewe Advisors
Utah
$359K +$85 +4 +0%
BSW
44
Buckingham Strategic Wealth
Missouri
$338K
PIA
45
Pinion Investment Advisors
Kansas
$329K +$1.02K +48 +0.3%
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
$328K +$83.7K +3,930 +34%
ACA
47
Atlas Capital Advisors
Wyoming
$298K -$2.51K -118 -0.8%
PFC
48
Phocas Financial Corp
California
$284K
RJA
49
Raymond James & Associates
Florida
$284K +$284K +13,340 New
CPIG
50
Chicago Partners Investment Group
Illinois
$271K