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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

75 hedge funds and large institutions have $242M invested in Schwab 1000 Index ETF in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+3
Holders Change %
+4.17%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
19
Increased
19
Reduced
17
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
+$18.9M
2
MML Investors Services
MML Investors Services
Massachusetts
+$13.6M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$13M
4
PA
Parkside Advisors
California
+$2.36M
5
UWM
USAdvisors Wealth Management
Minnesota
+$1.57M

Top Sellers

1
WA
Waddell & Associates
Tennessee
-$23.6M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$2.81M
3
AWM
Apollon Wealth Management
South Carolina
-$2.69M
4
PCIA
Prime Capital Investment Advisors
Kansas
-$2.35M
5
Jane Street
Jane Street
New York
-$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$166M +$18.9M +1,510,234 +13%
Financial Engines Advisors
2
Financial Engines Advisors
California
$16.7M +$13M +1,036,900 +355%
MML Investors Services
3
MML Investors Services
Massachusetts
$14.8M +$13.6M +1,081,570 +1,108%
CG
4
Colony Group
Massachusetts
$10.3M -$190K -15,180 -2%
C
5
Clearshares
New York
$3.71M +$93.8K +7,480 +3%
HSA
6
HBK Sorce Advisory
Pennsylvania
$2.76M -$694K -55,330 -20%
PA
7
Parkside Advisors
California
$2.36M +$2.36M +188,418 New
Citadel Advisors
8
Citadel Advisors
Florida
$2.27M +$1.41M +112,108 +162%
APP
9
Avantax Planning Partners
Iowa
$2.22M – – –
Jane Street
10
Jane Street
New York
$1.74M -$1.19M -94,862 -41%
UWM
11
USAdvisors Wealth Management
Minnesota
$1.57M +$1.57M +125,590 New
CBFP
12
Cedar Brook Financial Partners
Ohio
$1.42M +$768K +61,298 +118%
MWM
13
Madison Wealth Management
Ohio
$1.37M +$350K +27,960 +34%
EW
14
Element Wealth
Mississippi
$1.04M +$1.04M +82,768 New
NP
15
NorthRock Partners
Minnesota
$939K +$939K +74,930 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$897K +$620K +49,514 +224%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$866K -$502K -39,994 -37%
GIA
18
Gladstone Institutional Advisory
Florida
$847K +$501K +39,956 +145%
PCIA
19
Prime Capital Investment Advisors
Kansas
$845K -$2.35M -187,154 -74%
BJ
20
Brouwer & Janachowski
California
$750K – – –
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$745K -$2.81M -224,362 -79%
Bank of America
22
Bank of America
North Carolina
$594K +$57K +4,550 +11%
OFG
23
Omega Financial Group
California
$505K -$233K -18,584 -32%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$468K -$39.6K -3,160 -8%
FM
25
Foster & Motley
Ohio
$467K +$467K +37,224 New
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