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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

72 hedge funds and large institutions have $272M invested in Schwab 1000 Index ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
72
Holders Change
+8
Holders Change %
+12.5%
% of All Funds
1.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
13
Increased
21
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$4.61M
2
Jane Street
2
Jane Street
New York
$3.69M
3
LWMT
3
Legacy Wealth Management (Tennessee)
Tennessee
$185M
4
MWM
4
Madison Wealth Management
Ohio
$1.29M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.09M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$349K
3
WA
3
Waddell & Associates
Tennessee
$23.6M
4
WC
4
Westwind Capital
New Mexico
$0
5
PCIA
5
Prime Capital Investment Advisors
Kansas
$4.02M
Name Market Value Shares Shares
Change 		Shares
Change %
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$185M 5,847,150 +68,809 +1%
WA
2
Waddell & Associates
Tennessee
$23.6M 747,789 -20,625 -3%
CG
3
Colony Group
Massachusetts
$13.3M 419,769 -1,183 -0.3%
Financial Engines Advisors
4
Financial Engines Advisors
California
$4.61M 145,880 +133,769 +1,105%
C
5
Clearshares
New York
$4.55M 144,064 +9,000 +7%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$4.48M 141,881 +12,448 +10%
HSA
7
HBK Sorce Advisory
Pennsylvania
$4.35M 137,668 – –
PCIA
8
Prime Capital Investment Advisors
Kansas
$4.02M 127,288 -5,327 -4%
Jane Street
9
Jane Street
New York
$3.69M 116,846 +83,818 +254%
APP
10
Avantax Planning Partners
Iowa
$2.8M 88,637 – –
AWM
11
Apollon Wealth Management
South Carolina
$2.69M 83,538 +6,853 +9%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.72M 54,526 +8,153 +18%
MML Investors Services
13
MML Investors Services
Massachusetts
$1.54M 48,800 +5,874 +14%
MWM
14
Madison Wealth Management
Ohio
$1.29M 40,800 +40,800 New
Citadel Advisors
15
Citadel Advisors
Florida
$1.09M 34,587 +34,587 New
BJ
16
Brouwer & Janachowski
California
$945K 29,921 – –
OFG
17
Omega Financial Group
California
$930K 29,452 -425 -1%
LPL Financial
18
LPL Financial
California
$854K 27,055 +19,097 +240%
CBFP
19
Cedar Brook Financial Partners
Ohio
$820K 25,987 +14,927 +135%
Bank of America
20
Bank of America
North Carolina
$677K 21,448 -6 -0%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$639K 20,251 +1,580 +8%
TRCT
22
Tower Research Capital (TRC)
New York
$573K 18,152 +2,561 +16%
BC
23
Burleson & Co
California
$486K 14,928 – –
GAM
24
Garrison Asset Management
Arkansas
$474K 15,000 – –
MF
25
Manchester Financial
California
$461K 14,603 -496 -3%
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