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Schwab 1000 Index ETF

64 hedge funds and large institutions have $305M invested in Schwab 1000 Index ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 4 closing their positions.

Holders
64
Holders Change
+9
Holders Change %
+16.36%
% of All Funds
1.41%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
13
Increased
14
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$168M 5,778,341 +140,260 +2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$65M 2,230,375 +2,230,375 New
WA
3
Waddell & Associates
Tennessee
$22.4M 768,414 -10,657 -1%
CG
4
Colony Group
Massachusetts
$12.3M 420,952 -375 -0.1%
HSA
5
HBK Sorce Advisory
Pennsylvania
$4.01M 137,668 -1,249 -0.9%
C
6
Clearshares
New York
$3.94M 135,064 -10,842 -7%
PCIA
7
Prime Capital Investment Advisors
Kansas
$3.87M 132,615 +955 +0.7%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$3.77M 129,433 -6,285 -5%
APP
9
Avantax Planning Partners
Iowa
$2.59M 88,637
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.47M 84,837 +37,962 +81%
AWM
11
Apollon Wealth Management
South Carolina
$2.24M 76,685 +5,983 +8%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.35M 46,373 +2,645 +6%
MML Investors Services
13
MML Investors Services
Massachusetts
$1.25M 42,926 -71,388 -62%
Jane Street
14
Jane Street
New York
$963K 33,028 -80,695 -71%
BJ
15
Brouwer & Janachowski
California
$872K 29,921
OFG
16
Omega Financial Group
California
$871K 29,877 -975 -3%
Bank of America
17
Bank of America
North Carolina
$626K 21,454 +14,548 +211%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$544K 18,671
TRCT
19
Tower Research Capital (TRC)
New York
$455K 15,591 -12,196 -44%
BC
20
Burleson & Co
California
$440K 14,928 -202 -1%
MF
21
Manchester Financial
California
$440K 15,099 +901 +6%
GAM
22
Garrison Asset Management
Arkansas
$437K 15,000
GIA
23
Gladstone Institutional Advisory
Florida
$407K 13,960 -444 -3%
SWA
24
Stratos Wealth Advisors
Ohio
$400K 13,715 -2,140 -13%
SCM
25
SOL Capital Management
Maryland
$384K 13,175