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Schwab 1000 Index ETF

87 hedge funds and large institutions have $646M invested in Schwab 1000 Index ETF in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 13 closing their positions.

Holders
87
Holders Change
+2
Holders Change %
+2.35%
% of All Funds
1.53%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
26
Reduced
21
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PCIA
51
Prime Capital Investment Advisors
Kansas
$164K
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$161K +$472 +24 +0.3%
FA
53
Financial Advantage
Maryland
$143K +$99.2K +5,060 +227%
Wells Fargo
54
Wells Fargo
California
$134K -$39 -2 -0%
IAIM
55
International Assets Investment Management
Florida
$125K +$110K +4,610 +756%
UBS Group
56
UBS Group
Switzerland
$98K +$98K +4,958 New
Deutsche Bank
57
Deutsche Bank
Germany
$94K -$21.1K -1,068 -18%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$91K +$2.96K +150 +3%
PK
59
Pflug Koory
Nebraska
$82K
ME
60
McIlrath & Eck
Washington
$74K
AF
61
Advisornet Financial
Minnesota
$59K -$3.78K -192 -6%
VFA
62
Valeo Financial Advisors
Indiana
$48K +$34.7K +1,748 +260%
Fidelity Investments
63
Fidelity Investments
Massachusetts
$41K -$4.01K -202 -9%
BAMG
64
Brand Asset Management Group
Missouri
$35K -$7.83K -394 -18%
EFSCE
65
Enterprise Financial Services Corp (EFSC)
Missouri
$27K -$9.59K -488 -26%
CHA
66
Carmichael Hill & Associates
Maryland
$22K +$77 +4 +0.4%
AIC
67
Ameritas Investment Company
Nebraska
$21.5K +$21.5K +1,092 New
NG
68
NWK Group
California
$20K
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$19K
RG
70
Retirement Group
California
$18K +$15.7K +802 +668%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$17K
SIAP
72
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$15K +$15K +750 New
IA
73
IFP Advisors
Florida
$14K -$2.05K -106 -13%
RBC
74
Roble Belko & Company
Pennsylvania
$14K
Barclays
75
Barclays
United Kingdom
$12K +$12K +592 New