SCHK icon

Schwab 1000 Index ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SIAP
76
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$16K
RBC
77
Roble Belko & Company
Pennsylvania
$11K -$4.28K -200 -28%
ASN
78
Advisory Services Network
Georgia
$11K +$11K +500 New
NFSG
79
Newbridge Financial Services Group
Florida
$9K
JWA
80
JFS Wealth Advisors
Pennsylvania
$8K
PO
81
Private Ocean
California
$8K +$41 +2 +0.5%
EFSCE
82
Enterprise Financial Services Corp (EFSC)
Missouri
$6K -$21.1K -1,070 -78%
AFS
83
Annapolis Financial Services
Maryland
$5K -$4.96K -224 -50%
TCM
84
TD Capital Management
Tennessee
$4K +$4K +172 New
APA
85
American Portfolios Advisors
New York
$3.23K
HI
86
Harbour Investments
Wisconsin
$3K +$338 +18 +13%
WWM
87
Wagner Wealth Management
South Carolina
$2K
HFS
88
Hantz Financial Services
Michigan
$2K +$2K +96 New
CCM
89
Cribstone Capital Management
Maine
$1K
APP
90
Avantax Planning Partners
Iowa
-$1.83M -92,802 Closed
Goldman Sachs
91
Goldman Sachs
New York
-$1.66M -84,182 Closed
Citadel Advisors
92
Citadel Advisors
Florida
-$827K -41,938 Closed
PCIA
93
Prime Capital Investment Advisors
Kansas
-$164K -8,302 Closed
IAIM
94
International Assets Investment Management
Florida
-$125K -5,220 Closed
UBS Group
95
UBS Group
Switzerland
-$98K -4,958 Closed
VFA
96
Valeo Financial Advisors
Indiana
-$48K -2,420 Closed
BAMG
97
Brand Asset Management Group
Missouri
-$35K -1,762 Closed
CHA
98
Carmichael Hill & Associates
Maryland
-$22K -1,140 Closed
AIC
99
Ameritas Investment Company
Nebraska
-$21.5K -1,092 Closed
SIS
100
Sound Income Strategies
Florida
-$4.81K -244 Closed