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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

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
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$369M
2
PIP
2
Peachtree Investment Partners
Florida
$1.29M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$953K
4
Citadel Advisors
4
Citadel Advisors
Florida
$827K
5
B
5
Bailard
California
$763K

Top Sellers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$186M
2
EW
2
Element Wealth
Mississippi
$237K
3
LWM
3
Laidlaw Wealth Management
New York
$0
4
HB
4
Homrich & Berg
Georgia
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
76
Column Capital Advisors
Indiana
$11K – – –
AFS
77
Annapolis Financial Services
Maryland
$9K – – –
NFSG
78
Newbridge Financial Services Group
Florida
$8K – – –
PO
79
Private Ocean
California
$8K – – –
JWA
80
JFS Wealth Advisors
Pennsylvania
$8K +$8K +394 New
SIS
81
Sound Income Strategies
Florida
$4.81K +$4.81K +244 New
HI
82
Harbour Investments
Wisconsin
$3K +$3K +142 New
APA
83
American Portfolios Advisors
New York
$2.98K +$2.98K +152 New
WWM
84
Wagner Wealth Management
South Carolina
$2K – – –
CCM
85
Cribstone Capital Management
Maine
$1K – – –
LWM
86
Laidlaw Wealth Management
New York
– -$336K -17,968 Closed
HB
87
Homrich & Berg
Georgia
– -$329K -17,622 Closed
Bank of New York Mellon
88
Bank of New York Mellon
New York
– -$219K -11,736 Closed
FNT
89
First National Trust
Pennsylvania
– -$215K -11,490 Closed
TNB
90
Thomasville National Bank
Georgia
– -$205K -11,000 Closed
KCM
91
Kathmere Capital Management
Pennsylvania
– -$94K -5,020 Closed
IA
92
Inspire Advisors
Idaho
– -$67K -3,590 Closed
BC
93
Barnett & Company
Tennessee
– -$59K -3,200 Closed
OIM
94
Oder Investment Management
California
– -$20K -1,076 Closed
ASN
95
Advisory Services Network
Georgia
– -$9K -500 Closed
FCH
96
Freestone Capital Holdings
Washington
– -$3.81K -204 Closed
SIAG
97
Safeguard Investment Advisory Group
California
– -$3K -202 Closed
CL
98
COWA LLC
Oklahoma
– -$2K -100 Closed
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