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Schwab 1000 Index ETF

72 hedge funds and large institutions have $272M invested in Schwab 1000 Index ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
72
Holders Change
+8
Holders Change %
+12.5%
% of All Funds
1.42%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
13
Increased
21
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FWP
51
FAS Wealth Partners
Kansas
$30K +$30K +1,930 New
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$25K
AF
53
Advisornet Financial
Minnesota
$24K
JWA
54
JFS Wealth Advisors
Pennsylvania
$24K +$254 +16 +1%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$17K
Morgan Stanley
56
Morgan Stanley
New York
$16K -$805 -50 -5%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$16K +$5.7K +356 +55%
MWP
58
MYCIO Wealth Partners
Pennsylvania
$16K +$16K +1,000 New
IA
59
IFP Advisors
Florida
$15K
VFA
60
Valeo Financial Advisors
Indiana
$13K
CHA
61
Carmichael Hill & Associates
Maryland
$12K +$12K +758 New
EFSCE
62
Enterprise Financial Services Corp (EFSC)
Missouri
$11K -$655 -40 -6%
AG
63
Advisor Group
Arizona
$11K
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$11K +$877 +56 +9%
ASN
65
Advisory Services Network
Georgia
$8K
CCA
66
Column Capital Advisors
Indiana
$8K +$8K +560 New
WEC
67
Winslow Evans & Crocker
Massachusetts
$4K
PO
68
Private Ocean
California
$4K +$3.39K +168 +560%
S
69
SignatureFD
Georgia
$1K
IA
70
Independence Advisors
Pennsylvania
$1K +$1K +94 New
HWA
71
Heritage Wealth Advisors
Virginia
$126
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
-$65M -4,460,750 Closed
WC
73
Westwind Capital
New Mexico
-$185K -12,696 Closed
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
-$98K -6,752 Closed
US Bancorp
75
US Bancorp
Minnesota
-$7K -480 Closed