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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

87 hedge funds and large institutions have $646M invested in Schwab 1000 Index ETF in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 13 closing their positions.

Holders
87
Holders Change
+2
Holders Change %
+2.35%
% of All Funds
1.53%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
26
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$369M
2
C
2
Clearshares
New York
$3.22M
3
PIP
3
Peachtree Investment Partners
Florida
$1.29M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$953K
5
Citadel Advisors
5
Citadel Advisors
Florida
$827K

Top Sellers

1
LWMT
1
Legacy Wealth Management (Tennessee)
Tennessee
$186M
2
EW
2
Element Wealth
Mississippi
$237K
3
LWM
3
Laidlaw Wealth Management
New York
$0
4
HB
4
Homrich & Berg
Georgia
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$369M 9,364,578 +1,681,860 +22%
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$186M 4,718,046 -614,101 -12%
WA
3
Waddell & Associates
Tennessee
$32.2M 816,585 +17,903 +2%
CG
4
Colony Group
Massachusetts
$13.5M 342,127 -2,809 -0.8%
PA
5
Parkside Advisors
California
$3.53M 89,442 +37 +0%
HSA
6
HBK Sorce Advisory
Pennsylvania
$3.34M 84,650 -400 -0.5%
C
7
Clearshares
New York
$3.22M 81,650 +81,650 New
MML Investors Services
8
MML Investors Services
Massachusetts
$2.63M 66,588 -613 -0.9%
MWM
9
Madison Wealth Management
Ohio
$2.23M 56,505 – –
CBFP
10
Cedar Brook Financial Partners
Ohio
$2.22M 56,200 +13,688 +32%
APP
11
Avantax Planning Partners
Iowa
$1.83M 46,401 -4,495 -9%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.77M 44,843 +3,869 +9%
Goldman Sachs
13
Goldman Sachs
New York
$1.66M 42,091 – –
NP
14
NorthRock Partners
Minnesota
$1.43M 36,180 – –
5L
15
55I LLC
Massachusetts
$1.36M 34,604 -4,609 -12%
PIP
16
Peachtree Investment Partners
Florida
$1.29M 32,618 +27,905 +592%
BJ
17
Brouwer & Janachowski
California
$1.14M 28,927 – –
KFS
18
Kaizen Financial Strategies
California
$989K 25,096 +3,611 +17%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$953K 24,184 +24,184 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$943K 23,921 -260 -1%
US Bancorp
21
US Bancorp
Minnesota
$906K 22,989 – –
Jane Street
22
Jane Street
New York
$868K 22,018 +3,336 +18%
Citadel Advisors
23
Citadel Advisors
Florida
$827K 20,969 +20,969 New
B
24
Bailard
California
$763K 19,364 +19,364 New
EFG
25
Everhart Financial Group
Ohio
$752K 19,053 -719 -4%
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