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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

92 hedge funds and large institutions have $732M invested in Schwab 1000 Index ETF in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 20 reducing their positions, and 11 closing their positions.

Holders
92
Holders Change
+5
Holders Change %
+5.75%
% of All Funds
1.61%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
32
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$466M
2
Jane Street
2
Jane Street
New York
$3.01M
3
DACG
3
Donor Advised Charitable Giving
California
$1.87M
4
CBFP
4
Cedar Brook Financial Partners
Ohio
$3.19M
5
CA
5
Cetera Advisors
Colorado
$669K

Top Sellers

1
APP
1
Avantax Planning Partners
Iowa
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
TRCT
4
Tower Research Capital (TRC)
New York
$35K
5
PA
5
Parkside Advisors
California
$3.37M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$466M 10,919,165 +1,554,587 +17%
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$202M 4,730,400 +12,354 +0.3%
CG
3
Colony Group
Massachusetts
$14.4M 336,980 -5,147 -2%
HSA
4
HBK Sorce Advisory
Pennsylvania
$3.52M 82,466 -2,184 -3%
PA
5
Parkside Advisors
California
$3.37M 78,930 -10,512 -12%
C
6
Clearshares
New York
$3.26M 82,683 +1,033 +1%
CBFP
7
Cedar Brook Financial Partners
Ohio
$3.19M 74,653 +18,453 +33%
Jane Street
8
Jane Street
New York
$3.01M 70,646 +48,628 +221%
MML Investors Services
9
MML Investors Services
Massachusetts
$2.61M 61,285 -5,303 -8%
MWM
10
Madison Wealth Management
Ohio
$2.41M 56,505 – –
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.95M 45,601 +758 +2%
DACG
12
Donor Advised Charitable Giving
California
$1.87M 43,841 +28,692 +189%
PIP
13
Peachtree Investment Partners
Florida
$1.54M 36,187 +3,569 +11%
NP
14
NorthRock Partners
Minnesota
$1.51M 35,455 -725 -2%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.48M 34,666 +10,482 +43%
5L
16
55I LLC
Massachusetts
$1.36M 31,812 -2,792 -8%
BJ
17
Brouwer & Janachowski
California
$1.22M 28,567 -360 -1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$984K 23,055 -866 -4%
US Bancorp
19
US Bancorp
Minnesota
$981K 22,989 – –
B
20
Bailard
California
$826K 19,364 – –
VWA
21
Visionary Wealth Advisors
Illinois
$786K 18,436 +7,597 +70%
CA
22
Cetera Advisors
Colorado
$669K 15,675 +15,675 New
EFG
23
Everhart Financial Group
Ohio
$658K 15,422 -3,631 -19%
EAM
24
Evanson Asset Management
California
$640K 14,993 +14,993 New
Bank of America
25
Bank of America
North Carolina
$630K 14,780 +665 +5%
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