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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

123 hedge funds and large institutions have $1B invested in Schwab 1000 Index ETF in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+25
Holders Change %
+25.51%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
35
Increased
35
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$633M
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$230M
3
BIP
3
Blueprint Investment Partners
North Carolina
$4M
4
Goldman Sachs
4
Goldman Sachs
New York
$3.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.6M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.45M
3
Jane Street
3
Jane Street
New York
$1.11M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$395K
5
TRCT
5
Tower Research Capital (TRC)
New York
$721K
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
26
Leavell Investment Management
Alabama
$1.28M +$182K +7,810 +17%
5L
27
55I LLC
Massachusetts
$1.27M -$65.3K -2,804 -5%
Jane Street
28
Jane Street
New York
$1.11M -$1.25M -53,710 -53%
US Bancorp
29
US Bancorp
Minnesota
$1.1M +$39.1K +1,680 +4%
B
30
Bailard
California
$902K – – –
Bank of America
31
Bank of America
North Carolina
$857K +$252K +10,814 +42%
AWC
32
Adamsbrown Wealth Consultants
Kansas
$831K +$831K +35,692 New
Morgan Stanley
33
Morgan Stanley
New York
$757K +$206K +8,830 +37%
Mariner
34
Mariner
Kansas
$751K +$12.1K +518 +2%
VWA
35
Visionary Wealth Advisors
Illinois
$746K -$7.49K -322 -1%
CA
36
Cetera Advisors
Colorado
$730K – – –
TRCT
37
Tower Research Capital (TRC)
New York
$721K -$652K -27,986 -47%
EFG
38
Everhart Financial Group
Ohio
$718K – – –
EAM
39
Evanson Asset Management
California
$699K +$186 +8 +0%
BCM
40
Brookstone Capital Management
Illinois
$684K +$684K +30,064 New
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$623K +$15.2K +652 +3%
AC
42
Avant Capital
Louisiana
$609K +$609K +26,136 New
SCM
43
SOL Capital Management
Maryland
$552K – – –
FFA
44
First Foundation Advisors
California
$527K +$527K +22,624 New
PCIA
45
Prime Capital Investment Advisors
Kansas
$507K +$507K +21,790 New
LPL Financial
46
LPL Financial
California
$494K -$26.1K -1,122 -5%
SWA
47
Stratos Wealth Advisors
Ohio
$487K +$1.02K +44 +0.2%
Osaic Holdings
48
Osaic Holdings
Arizona
$484K +$23K +986 +5%
CA
49
Crewe Advisors
Utah
$474K +$81.3K +3,490 +21%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$471K -$46.2K -1,984 -9%
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