SCHK icon

Schwab 1000 Index ETF
SCHK

Overview Fund Activity

92 hedge funds and large institutions have $732M invested in Schwab 1000 Index ETF in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+5
Holders Change %
+5.75%
% of All Funds
1.61%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
32
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$466M
2
Jane Street
2
Jane Street
New York
$3.01M
3
DACG
3
Donor Advised Charitable Giving
California
$1.87M
4
CBFP
4
Cedar Brook Financial Partners
Ohio
$3.19M
5
CA
5
Cetera Advisors
Colorado
$669K

Top Sellers

1
APP
1
Avantax Planning Partners
Iowa
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
TRCT
4
Tower Research Capital (TRC)
New York
$35K
5
PA
5
Parkside Advisors
California
$3.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIA
51
KCM Investment Advisors
California
$205K +$205K +9,600 New
MWM
52
Meridian Wealth Management
Kentucky
$205K +$205K +9,634 New
WPW
53
Warther Private Wealth
Ohio
$203K +$203K +9,476 New
Northern Trust
54
Northern Trust
Illinois
$203K +$203K +9,524 New
ZIC
55
ZWJ Investment Counsel
Georgia
$201K -$32.1K -1,500 -14%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$201K +$201K +9,444 New
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$175K +$511 +24 +0.3%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$164K +$65.4K +3,060 +66%
Wells Fargo
59
Wells Fargo
California
$163K +$17.1K +798 +12%
Deutsche Bank
60
Deutsche Bank
Germany
$148K +$46.3K +2,170 +46%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$96K +$52K +2,440 +118%
FA
62
Financial Advantage
Maryland
$94K -$60.7K -2,862 -39%
PK
63
Pflug Koory
Nebraska
$88K – – –
ME
64
McIlrath & Eck
Washington
$80K – – –
AF
65
Advisornet Financial
Minnesota
$64K +$213 +10 +0.3%
WA
66
Waddell & Associates
Tennessee
$35.3K +$486 +22,772 +1%
TRCT
67
Tower Research Capital (TRC)
New York
$35K -$501K -23,376 -93%
Barclays
68
Barclays
United Kingdom
$32K +$19.2K +888 +150%
SB
69
Strategic Blueprint
Georgia
$28K +$28K +1,296 New
CCA
70
Column Capital Advisors
Indiana
$27K +$15.2K +726 +130%
GIA
71
Goodwin Investment Advisory
Georgia
$22K +$22K +1,012 New
NG
72
NWK Group
California
$21K – – –
RG
73
Retirement Group
California
$20K – – –
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$20K – – –
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$17K – – –
1 2
3
4