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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

47 hedge funds and large institutions have $209M invested in Schwab 1000 Index ETF in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 8 closing their positions.

Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
1.02%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
11
Increased
14
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$142M
2
C
2
Clearshares
New York
$1.97M
3
AWM
3
Apollon Wealth Management
South Carolina
$1.82M
4
WA
4
Waddell & Associates
Tennessee
$21.6M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$2.93M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.99M
2
SG
2
Strid Group
Pennsylvania
$0
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$453K
5
APP
5
Avantax Planning Partners
Iowa
$2.47M
Name Market Value Shares Shares
Change 		Shares
Change %
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$142M 5,107,672 +1,388,568 +37%
WA
2
Waddell & Associates
Tennessee
$21.6M 777,331 +44,538 +6%
CG
3
Colony Group
Massachusetts
$11.7M 421,327 -21,559 -5%
HSA
4
HBK Sorce Advisory
Pennsylvania
$3.89M 139,598 -2,629 -2%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$3.78M 135,718 -13,450 -9%
PPA
6
Parametric Portfolio Associates
Washington
$3.31M 119,059 -30,184 -20%
MML Investors Services
7
MML Investors Services
Massachusetts
$2.93M 105,438 +37,727 +56%
APP
8
Avantax Planning Partners
Iowa
$2.47M 88,637 -49,828 -36%
Jane Street
9
Jane Street
New York
$1.99M 71,643 -179,472 -71%
C
10
Clearshares
New York
$1.97M 70,806 +70,806 New
AWM
11
Apollon Wealth Management
South Carolina
$1.82M 65,250 +65,250 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.39M 49,923 +10,034 +25%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.07M 38,548 +28,305 +276%
OFG
14
Omega Financial Group
California
$933K 33,509 -4,958 -13%
BJ
15
Brouwer & Janachowski
California
$833K 29,921 – –
AWM
16
AE Wealth Management
Kansas
$693K 24,912 +24,912 New
SS
17
Simplicity Solutions
Minnesota
$675K 24,251 +24,251 New
PIP
18
Peachtree Investment Partners
Florida
$530K 19,028 +19,028 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$509K 18,285 +13,809 +309%
LPL Financial
20
LPL Financial
California
$502K 18,023 +18,023 New
BC
21
Burleson & Co
California
$499K 17,219 -216 -1%
TRCT
22
Tower Research Capital (TRC)
New York
$495K 17,783 +221 +1%
Citadel Advisors
23
Citadel Advisors
Florida
$453K 16,284 -55,623 -77%
GAM
24
Garrison Asset Management
Arkansas
$417K 15,000 – –
MF
25
Manchester Financial
California
$413K 14,826 +4,503 +44%
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