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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

72 hedge funds and large institutions have $346M invested in Schwab 1000 Index ETF in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 15 closing their positions.

Holders
72
Holders Change
-3
Holders Change %
-4%
% of All Funds
1.48%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
12
Increased
21
Reduced
18
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$111M
2
WA
2
Waddell & Associates
Tennessee
$23.9M
3
5L
3
55I LLC
Massachusetts
$618K
4
US Bancorp
4
US Bancorp
Minnesota
$612K
5
Jane Street
5
Jane Street
New York
$2.59M

Top Sellers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$162M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$1.97M
3
Citadel Advisors
3
Citadel Advisors
Florida
$566K
4
UWM
4
USAdvisors Wealth Management
Minnesota
$0
5
CG
5
Colony Group
Massachusetts
$11.3M
Name Market Value Shares Shares
Change 		Shares
Change %
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$162M 5,339,235 -1,263,032 -19%
Financial Engines Advisors
2
Financial Engines Advisors
California
$111M 3,649,535 +2,985,205 +449%
WA
3
Waddell & Associates
Tennessee
$23.9M 786,915 +786,915 New
CG
4
Colony Group
Massachusetts
$11.3M 371,100 -41,079 -10%
C
5
Clearshares
New York
$4.43M 147,804 – –
PA
6
Parkside Advisors
California
$2.78M 91,482 -2,727 -3%
APP
7
Avantax Planning Partners
Iowa
$2.69M 88,637 – –
HSA
8
HBK Sorce Advisory
Pennsylvania
$2.6M 85,794 -24,209 -22%
Jane Street
9
Jane Street
New York
$2.59M 85,360 +15,945 +23%
MML Investors Services
10
MML Investors Services
Massachusetts
$1.97M 64,985 -524,600 -89%
MWM
11
Madison Wealth Management
Ohio
$1.7M 56,080 +1,300 +2%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.44M 47,474 +11,675 +33%
EW
13
Element Wealth
Mississippi
$1.3M 42,971 +1,587 +4%
CBFP
14
Cedar Brook Financial Partners
Ohio
$1.19M 39,262 -17,374 -31%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.15M 37,729 +3,200 +9%
NP
16
NorthRock Partners
Minnesota
$1.14M 37,463 -2 -0%
BJ
17
Brouwer & Janachowski
California
$878K 28,927 -994 -3%
Bank of America
18
Bank of America
North Carolina
$824K 27,150 +3,427 +14%
TRCT
19
Tower Research Capital (TRC)
New York
$703K 23,163 +13,810 +148%
GIA
20
Gladstone Institutional Advisory
Florida
$701K 23,108 -10,686 -32%
5L
21
55I LLC
Massachusetts
$618K 20,357 +20,357 New
US Bancorp
22
US Bancorp
Minnesota
$612K 20,149 +19,544 +3,230%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$567K 18,672 +1 +0%
Citadel Advisors
24
Citadel Advisors
Florida
$566K 18,655 -71,986 -79%
OFG
25
Omega Financial Group
California
$537K 17,709 -2,451 -12%
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