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Schwab 1000 Index ETF

71 hedge funds and large institutions have $420M invested in Schwab 1000 Index ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 6 closing their positions.

Holders
71
Holders Change
-1
Holders Change %
-1.39%
% of All Funds
1.44%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
6
Increased
20
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$175M 5,305,831 -33,404 -0.6%
Financial Engines Advisors
2
Financial Engines Advisors
California
$173M 5,252,837 +1,603,302 +44%
WA
3
Waddell & Associates
Tennessee
$26.1M 789,972 +3,057 +0.4%
CG
4
Colony Group
Massachusetts
$11.6M 350,729 -20,371 -5%
C
5
Clearshares
New York
$4.88M 147,804
PA
6
Parkside Advisors
California
$2.95M 89,355 -2,127 -2%
HSA
7
HBK Sorce Advisory
Pennsylvania
$2.81M 85,138 -656 -0.8%
MML Investors Services
8
MML Investors Services
Massachusetts
$2.25M 68,319 +3,334 +5%
MWM
9
Madison Wealth Management
Ohio
$1.86M 56,505 +425 +0.8%
APP
10
Avantax Planning Partners
Iowa
$1.68M 50,896 -37,741 -43%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.38M 41,860 +4,131 +11%
CBFP
12
Cedar Brook Financial Partners
Ohio
$1.31M 39,826 +564 +1%
EW
13
Element Wealth
Mississippi
$1.3M 39,401 -3,570 -8%
NP
14
NorthRock Partners
Minnesota
$1.24M 37,465 +2 +0%
5L
15
55I LLC
Massachusetts
$1.16M 35,139 +14,782 +73%
Citadel Advisors
16
Citadel Advisors
Florida
$1M 30,420 +11,765 +63%
BJ
17
Brouwer & Janachowski
California
$954K 28,927
US Bancorp
18
US Bancorp
Minnesota
$752K 22,820 +2,671 +13%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$616K 18,672
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$594K 18,020 -29,454 -62%
GAM
21
Garrison Asset Management
Arkansas
$495K 15,000
SWA
22
Stratos Wealth Advisors
Ohio
$462K 14,021 +442 +3%
LIM
23
Leavell Investment Management
Alabama
$418K 12,665 +2,670 +27%
FAAS
24
First Allied Advisory Services
California
$416K 12,620
SCM
25
SOL Capital Management
Maryland
$402K 12,175