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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

75 hedge funds and large institutions have $242M invested in Schwab 1000 Index ETF in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+3
Holders Change %
+4.17%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
19
Increased
19
Reduced
17
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
+$18.9M
2
MML Investors Services
MML Investors Services
Massachusetts
+$13.6M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$13M
4
PA
Parkside Advisors
California
+$2.36M
5
UWM
USAdvisors Wealth Management
Minnesota
+$1.57M

Top Sellers

1
WA
Waddell & Associates
Tennessee
-$23.6M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$2.81M
3
AWM
Apollon Wealth Management
South Carolina
-$2.69M
4
PCIA
Prime Capital Investment Advisors
Kansas
-$2.35M
5
Jane Street
Jane Street
New York
-$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
51
Osaic Holdings
Arizona
$33K +$33K +27,666 New
BAMG
52
Brand Asset Management Group
Missouri
$27K +$2.35K +188 +10%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$19K – – –
AF
54
Advisornet Financial
Minnesota
$19K – – –
JWA
55
JFS Wealth Advisors
Pennsylvania
$19K +$75 +6 +0.4%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$17K – – –
US Bancorp
57
US Bancorp
Minnesota
$15K +$15K +1,210 New
NG
58
NWK Group
California
$13K +$13K +1,000 New
AIC
59
Ameritas Investment Company
Nebraska
$13K +$13K +1,092 New
IA
60
IFP Advisors
Florida
$12K – – –
Morgan Stanley
61
Morgan Stanley
New York
$12K – – –
RBC
62
Roble Belko & Company
Pennsylvania
$12K +$12K +930 New
S
63
SignatureFD
Georgia
$11K +$10.1K +800 +1,081%
CHA
64
Carmichael Hill & Associates
Maryland
$10K +$572 +46 +6%
EFSCE
65
Enterprise Financial Services Corp (EFSC)
Missouri
$8K – – –
PO
66
Private Ocean
California
$8K +$5.73K +500 +253%
CCA
67
Column Capital Advisors
Indiana
$7K – – –
ASN
68
Advisory Services Network
Georgia
$6K – – –
Fidelity Investments
69
Fidelity Investments
Massachusetts
$5K -$6.91K -580 -58%
WEC
70
Winslow Evans & Crocker
Massachusetts
$4K – – –
RCG
71
Ruggie Capital Group
Florida
$3K +$3K +200 New
SFSG
72
Stearns Financial Services Group
North Carolina
$2K +$2K +150 New
IA
73
Independence Advisors
Pennsylvania
$1K +$78 +8 +9%
WA
74
Waddell & Associates
Tennessee
– -$23.6M -1,495,578 Closed
AWM
75
Apollon Wealth Management
South Carolina
– -$2.69M -167,076 Closed
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