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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

18 hedge funds and large institutions have $105M invested in Schwab 1000 Index ETF in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
18
Holders Change
–
Holders Change %
0%
% 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
4
Increased
5
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$101M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$993K
3
AIM
3
Aspen Investment Management
Michigan
$447K
4
TRCT
4
Tower Research Capital (TRC)
New York
$126K
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$957K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$326K
2
KM
2
Kalos Management
Georgia
$0
3
LIM
3
Lathrop Investment Management
Arkansas
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$615K
5
UBS Group
5
UBS Group
Switzerland
$10K
Name Market Value Shares Shares
Change 		Shares
Change %
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$101M 3,523,180 +1,070,588 +44%
MML Investors Services
2
MML Investors Services
Massachusetts
$993K 34,680 +34,680 New
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$957K 33,446 +2,434 +8%
Citadel Advisors
4
Citadel Advisors
Florida
$615K 21,500 -7,059 -25%
AIM
5
Aspen Investment Management
Michigan
$447K 15,620 +7,886 +102%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$326K 11,400 -26,076 -70%
BBPWM
7
Blue Bell Private Wealth Management
Pennsylvania
$218K 7,633 -548 -7%
WC
8
Westwind Capital
New Mexico
$176K 6,143 -35 -0.6%
TRCT
9
Tower Research Capital (TRC)
New York
$126K 4,423 +3,760 +567%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$122K 4,250 – –
LWCFA
11
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$91K 3,167 – –
BAMG
12
Brand Asset Management Group
Missouri
$31K 1,095 +1,095 New
BC
13
Barnett & Company
Tennessee
$21K 737 – –
Wells Fargo
14
Wells Fargo
California
$11K 369 +369 New
UBS Group
15
UBS Group
Switzerland
$10K 352 -2,333 -87%
WEC
16
Winslow Evans & Crocker
Massachusetts
$4K 100 +100 New
KJWM
17
Kiley Juergens Wealth Management
Washington
$3K 109 +100 +1,111%
KM
18
Kalos Management
Georgia
– – -23,908 Closed
LIM
19
Lathrop Investment Management
Arkansas
– – -8,924 Closed
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
– – -1,190 Closed
RFA
21
Reilly Financial Advisors
California
– – -600 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –
Bank of America
23
Bank of America
North Carolina
$0 5 – –