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Schwab 1000 Index ETF

85 hedge funds and large institutions have $566M invested in Schwab 1000 Index ETF in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 5 closing their positions.

Holders
85
Holders Change
+14
Holders Change %
+19.72%
% of All Funds
1.51%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
22
Increased
22
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KCM
51
Kathmere Capital Management
Pennsylvania
$94K -$25.8K -1,376 -22%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$83K +$83K +4,466 New
PK
53
Pflug Koory
Nebraska
$77K
ME
54
McIlrath & Eck
Washington
$70K
IA
55
Inspire Advisors
Idaho
$67K +$67K +3,590 New
AF
56
Advisornet Financial
Minnesota
$60K +$31.8K +1,692 +113%
BC
57
Barnett & Company
Tennessee
$59K +$55.3K +3,000 +1,500%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$42K +$11.2K +604 +36%
FA
59
Financial Advantage
Maryland
$41K +$41K +2,232 New
BAMG
60
Brand Asset Management Group
Missouri
$40K
EFSCE
61
Enterprise Financial Services Corp (EFSC)
Missouri
$35K +$22.4K +1,190 +177%
CHA
62
Carmichael Hill & Associates
Maryland
$21K +$776 +42 +4%
OIM
63
Oder Investment Management
California
$20K +$20K +1,076 New
NG
64
NWK Group
California
$19K
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$17K
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$17K
IA
67
IFP Advisors
Florida
$16K -$1.16K -60 -7%
VFA
68
Valeo Financial Advisors
Indiana
$13K -$43.4K -2,244 -77%
RBC
69
Roble Belko & Company
Pennsylvania
$13K -$3.93K -216 -23%
IAIM
70
International Assets Investment Management
Florida
$11K +$11K +610 New
CCA
71
Column Capital Advisors
Indiana
$10K
ASN
72
Advisory Services Network
Georgia
$9K
NFSG
73
Newbridge Financial Services Group
Florida
$8K +$8K +412 New
AFS
74
Annapolis Financial Services
Maryland
$8K +$8K +450 New
PO
75
Private Ocean
California
$7K +$3.39K +186 +94%