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Schwab 1000 Index ETF

71 hedge funds and large institutions have $420M invested in Schwab 1000 Index ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 6 closing their positions.

Holders
71
Holders Change
-1
Holders Change %
-1.39%
% of All Funds
1.44%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
6
Increased
20
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
51
Fidelity Investments
Massachusetts
$27K +$27K +1,662 New
AF
52
Advisornet Financial
Minnesota
$25K -$233 -14 -0.9%
UBS Group
53
UBS Group
Switzerland
$18K -$79.4K -4,890 -82%
CHA
54
Carmichael Hill & Associates
Maryland
$18K +$3.32K +202 +23%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$17K
NG
56
NWK Group
California
$16K
IA
57
IFP Advisors
Florida
$15K -$1.08K -64 -7%
RBC
58
Roble Belko & Company
Pennsylvania
$15K
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$15K
EFSCE
60
Enterprise Financial Services Corp (EFSC)
Missouri
$11K
CCA
61
Column Capital Advisors
Indiana
$9K
ASN
62
Advisory Services Network
Georgia
$8K +$8K +500 New
TRCT
63
Tower Research Capital (TRC)
New York
$6K -$745K -45,956 -99%
FCH
64
Freestone Capital Holdings
Washington
$3.35K +$3.35K +204 New
PO
65
Private Ocean
California
$3K
WEC
66
Winslow Evans & Crocker
Massachusetts
$3K
BC
67
Barnett & Company
Tennessee
$3K +$3K +200 New
IA
68
Independence Advisors
Pennsylvania
$2K
RG
69
Retirement Group
California
$2K +$33 +2 +2%
GIA
70
Gladstone Institutional Advisory
Florida
-$701K -46,216 Closed
LWAC
71
Laurel Wealth Advisors (California)
California
-$301K -19,804 Closed
AWM
72
Apollon Wealth Management
South Carolina
-$67K -4,384 Closed
SSB
73
Sandy Spring Bank
Maryland
-$4K -232 Closed
PAG
74
Private Advisor Group
New Jersey
-$3K -200 Closed
RCG
75
Ruggie Capital Group
Florida
-$3K -200 Closed