SCHK icon

Schwab 1000 Index ETF
SCHK

Overview Fund Activity

85 hedge funds and large institutions have $566M invested in Schwab 1000 Index ETF in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 5 closing their positions.

Holders
85
Holders Change
+14
Holders Change %
+19.72%
% of All Funds
1.51%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
22
Increased
22
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$287M
2
Goldman Sachs
2
Goldman Sachs
New York
$1.57M
3
LWMT
3
Legacy Wealth Management (Tennessee)
Tennessee
$199M
4
KFS
4
Kaizen Financial Strategies
California
$803K
5
EFG
5
Everhart Financial Group
Ohio
$739K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
GAM
3
Garrison Asset Management
Arkansas
$0
4
CG
4
Colony Group
Massachusetts
$12.9M
5
PFWA
5
Paces Ferry Wealth Advisors
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$287M 7,682,718 +2,429,881 +46%
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$199M 5,332,147 +26,316 +0.5%
WA
3
Waddell & Associates
Tennessee
$29.9M 798,682 +8,710 +1%
CG
4
Colony Group
Massachusetts
$12.9M 344,936 -5,793 -2%
PA
5
Parkside Advisors
California
$3.34M 89,405 +50 +0.1%
HSA
6
HBK Sorce Advisory
Pennsylvania
$3.18M 85,050 -88 -0.1%
MML Investors Services
7
MML Investors Services
Massachusetts
$2.51M 67,201 -1,118 -2%
MWM
8
Madison Wealth Management
Ohio
$2.11M 56,505 – –
APP
9
Avantax Planning Partners
Iowa
$1.9M 50,896 – –
CBFP
10
Cedar Brook Financial Partners
Ohio
$1.59M 42,512 +2,686 +7%
Goldman Sachs
11
Goldman Sachs
New York
$1.57M 42,091 +42,091 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.53M 40,974 -886 -2%
5L
13
55I LLC
Massachusetts
$1.47M 39,213 +4,074 +12%
EW
14
Element Wealth
Mississippi
$1.36M 36,370 -3,031 -8%
NP
15
NorthRock Partners
Minnesota
$1.35M 36,180 -1,285 -3%
BJ
16
Brouwer & Janachowski
California
$1.08M 28,927 – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$904K 24,181 +5,509 +30%
US Bancorp
18
US Bancorp
Minnesota
$860K 22,989 +169 +0.7%
KFS
19
Kaizen Financial Strategies
California
$803K 21,485 +21,485 New
EFG
20
Everhart Financial Group
Ohio
$739K 19,772 +19,772 New
Jane Street
21
Jane Street
New York
$699K 18,682 +11,838 +173%
LIM
22
Leavell Investment Management
Alabama
$492K 13,165 +500 +4%
Bank of America
23
Bank of America
North Carolina
$475K 12,702 +2,139 +20%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$472K 12,620 +12,620 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$456K 12,186 +12,186 New
1
2 3 4