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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

44 hedge funds and large institutions have $156M invested in Schwab 1000 Index ETF in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
44
Holders Change
+26
Holders Change %
+144.44%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
30
Increased
8
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
1
Waddell & Associates
Tennessee
$18M
2
CG
2
Colony Group
Massachusetts
$10.9M
3
Jane Street
3
Jane Street
New York
$6.16M
4
LWMT
4
Legacy Wealth Management (Tennessee)
Tennessee
$91.2M
5
PPA
5
Parametric Portfolio Associates
Washington
$3.66M

Top Sellers

1
WC
1
Westwind Capital
New Mexico
$0
2
LWCFA
2
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$0
3
AIM
3
Aspen Investment Management
Michigan
$324K
4
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$140K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$251K
Name Market Value Shares Shares
Change 		Shares
Change %
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$91.2M 3,719,104 +195,924 +6%
WA
2
Waddell & Associates
Tennessee
$18M 732,793 +732,793 New
CG
3
Colony Group
Massachusetts
$10.9M 442,886 +442,886 New
Jane Street
4
Jane Street
New York
$6.16M 251,115 +251,115 New
PPA
5
Parametric Portfolio Associates
Washington
$3.66M 149,243 +149,243 New
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$3.66M 149,168 +149,168 New
HSA
7
HBK Sorce Advisory
Pennsylvania
$3.49M 142,227 +142,227 New
APP
8
Avantax Planning Partners
Iowa
$3.4M 138,465 +138,465 New
SG
9
Strid Group
Pennsylvania
$2.93M 119,385 +119,385 New
Financial Engines Advisors
10
Financial Engines Advisors
California
$1.85M 34,866 +34,866 New
Citadel Advisors
11
Citadel Advisors
Florida
$1.76M 71,907 +50,407 +234%
MML Investors Services
12
MML Investors Services
Massachusetts
$1.66M 67,711 +33,031 +95%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$978K 39,889 +6,443 +19%
OFG
14
Omega Financial Group
California
$943K 38,467 +38,467 New
BJ
15
Brouwer & Janachowski
California
$734K 29,921 +29,921 New
KM
16
Kalos Management
Georgia
$715K 23,908 +23,908 New
CCA
17
Cobblestone Capital Advisors
New York
$597K 24,355 +24,355 New
BC
18
Burleson & Co
California
$477K 17,435 +17,435 New
TRCT
19
Tower Research Capital (TRC)
New York
$430K 17,562 +13,139 +297%
GAM
20
Garrison Asset Management
Arkansas
$368K 15,000 +15,000 New
AIM
21
Aspen Investment Management
Michigan
$324K 13,202 -2,418 -15%
MDCM
22
Morgan Dempsey Capital Management
Wisconsin
$275K 11,220 +11,220 New
SWA
23
Stratos Wealth Advisors
Ohio
$261K 10,652 +10,652 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$258K 10,525 +10,525 New
MF
25
Manchester Financial
California
$253K 10,323 +10,323 New
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