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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

55 hedge funds and large institutions have $241M invested in Schwab 1000 Index ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 6 closing their positions.

Holders
55
Holders Change
+8
Holders Change %
+17.02%
% of All Funds
1.2%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
15
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$163M
2
APA
2
American Portfolios Advisors
New York
$4.6M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$3.8M
4
C
4
Clearshares
New York
$4.21M
5
Jane Street
5
Jane Street
New York
$3.28M

Top Sellers

1
PPA
1
Parametric Portfolio Associates
Washington
$0
2
SS
2
Simplicity Solutions
Minnesota
$0
3
PIP
3
Peachtree Investment Partners
Florida
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
AWM
5
AE Wealth Management
Kansas
$276K
Name Market Value Shares Shares
Change 		Shares
Change %
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$163M 5,638,081 +530,409 +10%
WA
2
Waddell & Associates
Tennessee
$22.5M 779,071 +1,740 +0.2%
CG
3
Colony Group
Massachusetts
$12.2M 421,327 – –
APA
4
American Portfolios Advisors
New York
$4.6M 159,372 +159,372 New
C
5
Clearshares
New York
$4.21M 145,906 +75,100 +106%
HSA
6
HBK Sorce Advisory
Pennsylvania
$4.01M 138,917 -681 -0.5%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$3.92M 135,718 – –
PCIA
8
Prime Capital Investment Advisors
Kansas
$3.8M 131,660 +131,660 New
MML Investors Services
9
MML Investors Services
Massachusetts
$3.3M 114,314 +8,876 +8%
Jane Street
10
Jane Street
New York
$3.28M 113,723 +42,080 +59%
APP
11
Avantax Planning Partners
Iowa
$2.59M 88,637 – –
AWM
12
Apollon Wealth Management
South Carolina
$2.04M 70,702 +5,452 +8%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.35M 46,875 +8,327 +22%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.26M 43,728 -6,195 -12%
OFG
15
Omega Financial Group
California
$891K 30,852 -2,657 -8%
BJ
16
Brouwer & Janachowski
California
$864K 29,921 – –
TRCT
17
Tower Research Capital (TRC)
New York
$802K 27,787 +10,004 +56%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$539K 18,671 +386 +2%
AIM
19
Aspen Investment Management
Michigan
$467K 16,183 +2,819 +21%
SWA
20
Stratos Wealth Advisors
Ohio
$458K 15,855 +5,062 +47%
BC
21
Burleson & Co
California
$440K 15,130 -2,089 -12%
GAM
22
Garrison Asset Management
Arkansas
$433K 15,000 – –
LPL Financial
23
LPL Financial
California
$423K 14,661 -3,362 -19%
GIA
24
Gladstone Institutional Advisory
Florida
$416K 14,404 +1,365 +10%
MF
25
Manchester Financial
California
$410K 14,198 -628 -4%
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