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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

98 hedge funds and large institutions have $825M invested in Schwab 1000 Index ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
98
Holders Change
+6
Holders Change %
+6.52%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
34
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$512M
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$204M
3
FTUS
3
Flow Traders U.S.
New York
$1.9M
4
KBFS
4
Kohmann Bosshard Financial Services
Ohio
$1.29M
5
TRCT
5
Tower Research Capital (TRC)
New York
$1.26M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.16M
2
CBFP
2
Cedar Brook Financial Partners
Ohio
$2.68M
3
PFWA
3
Paces Ferry Wealth Advisors
Georgia
$0
4
IA
4
IFP Advisors
Florida
$14K
5
MF
5
Manchester Financial
California
$228K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIAP
76
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$32K +$16K +750 +100%
CCA
77
Column Capital Advisors
Indiana
$27K – – –
GIA
78
Goodwin Investment Advisory
Georgia
$22K – – –
NG
79
NWK Group
California
$21K – – –
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$21K – – –
RG
81
Retirement Group
California
$20K – – –
IA
82
IFP Advisors
Florida
$14K -$224K -10,566 -94%
RBC
83
Roble Belko & Company
Pennsylvania
$11K – – –
NFSG
84
Newbridge Financial Services Group
Florida
$9K – – –
JWA
85
JFS Wealth Advisors
Pennsylvania
$9K +$637 +30 +8%
PO
86
Private Ocean
California
$8K – – –
AFS
87
Annapolis Financial Services
Maryland
$5K – – –
TCM
88
TD Capital Management
Tennessee
$4K +$46 +2 +1%
HI
89
Harbour Investments
Wisconsin
$4K +$322 +14 +9%
GAM
90
Gemmer Asset Management
California
$4K +$4K +200 New
APA
91
American Portfolios Advisors
New York
$3.24K – – –
WWM
92
Wagner Wealth Management
South Carolina
$3K – – –
HFS
93
Hantz Financial Services
Michigan
$2K – – –
CCM
94
Cribstone Capital Management
Maine
$1K – – –
GEA
95
Glen Eagle Advisors
New Jersey
$812 +$812 +38 New
PFWA
96
Paces Ferry Wealth Advisors
Georgia
– -$313K -14,694 Closed
ZIC
97
ZWJ Investment Counsel
Georgia
– -$201K -9,402 Closed
Deutsche Bank
98
Deutsche Bank
Germany
– -$148K -6,938 Closed
SB
99
Strategic Blueprint
Georgia
– -$28K -1,296 Closed
ASN
100
Advisory Services Network
Georgia
– -$11K -500 Closed
1 2 3
4
5