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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

18 hedge funds and large institutions have $70.1M invested in Schwab 1000 Index ETF in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 5 closing their positions.

Holders
18
Holders Change
+5
Holders Change %
+38.46%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
5
Reduced
2
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$65.7M
2
KM
2
Kalos Management
Georgia
$668K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1M
4
AIM
4
Aspen Investment Management
Michigan
$207K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$830K

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
LIM
2
Lathrop Investment Management
Arkansas
$239K
3
DY
3
Dowling & Yahnke
California
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$765K
5
ASN
5
Advisory Services Network
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$65.7M 2,452,592 +496,038 +25%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1M 37,476 +23,471 +168%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$830K 31,012 +7,528 +32%
Citadel Advisors
4
Citadel Advisors
Florida
$765K 28,559 -2,311 -7%
KM
5
Kalos Management
Georgia
$668K 23,908 +23,908 New
LIM
6
Lathrop Investment Management
Arkansas
$239K 8,924 -11,325 -56%
BBPWM
7
Blue Bell Private Wealth Management
Pennsylvania
$219K 8,181 +1,295 +19%
AIM
8
Aspen Investment Management
Michigan
$207K 7,734 +7,734 New
WC
9
Westwind Capital
New Mexico
$165K 6,178 +385 +7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$114K 4,250 +4,250 New
LWCFA
11
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$85K 3,167 +3,167 New
UBS Group
12
UBS Group
Switzerland
$72K 2,685 +2,685 New
Fifth Third Bancorp
13
Fifth Third Bancorp
Ohio
$32K 1,190 +1,190 New
BC
14
Barnett & Company
Tennessee
$20K 737 – –
TRCT
15
Tower Research Capital (TRC)
New York
$18K 663 +663 New
RFA
16
Reilly Financial Advisors
California
$16K 600 +600 New
Jane Street
17
Jane Street
New York
– – -164,767 Closed
DY
18
Dowling & Yahnke
California
– – -8,400 Closed
ASN
19
Advisory Services Network
Georgia
– – -250 Closed
DWM
20
Destination Wealth Management
California
– – -40 Closed
WWM
21
Wagner Wealth Management
South Carolina
– – -6 Closed
Bank of America
22
Bank of America
North Carolina
$0 5 +5 New
KJWM
23
Kiley Juergens Wealth Management
Washington
$0 9 +9 New