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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

98 hedge funds and large institutions have $825M invested in Schwab 1000 Index ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
98
Holders Change
+6
Holders Change %
+6.52%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
34
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$512M
2
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$204M
3
FTUS
3
Flow Traders U.S.
New York
$1.9M
4
KFS
4
Kaizen Financial Strategies
California
$1.52M
5
USCWA
5
U.S. Capital Wealth Advisors
Texas
$1.45M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.16M
2
CBFP
2
Cedar Brook Financial Partners
Ohio
$2.68M
3
PFWA
3
Paces Ferry Wealth Advisors
Georgia
$0
4
IA
4
IFP Advisors
Florida
$14K
5
MF
5
Manchester Financial
California
$228K
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$512M 12,011,984 +1,092,819 +10%
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$204M 4,790,079 +59,679 +1%
WA
3
Waddell & Associates
Tennessee
$36.1M 847,910 +19,939 +2%
CG
4
Colony Group
Massachusetts
$14.2M 332,710 -4,270 -1%
C
5
Clearshares
New York
$3.61M 84,749 +2,066 +2%
HSA
6
HBK Sorce Advisory
Pennsylvania
$3.51M 82,391 -75 -0.1%
PA
7
Parkside Advisors
California
$3.36M 78,970 +40 +0.1%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$3.01M 70,705 +25,104 +55%
CBFP
9
Cedar Brook Financial Partners
Ohio
$2.68M 62,955 -11,698 -16%
MML Investors Services
10
MML Investors Services
Massachusetts
$2.63M 61,610 +325 +0.5%
DACG
11
Donor Advised Charitable Giving
California
$2.46M 57,670 +13,829 +32%
MWM
12
Madison Wealth Management
Ohio
$2.41M 56,505 – –
Jane Street
13
Jane Street
New York
$2.16M 50,603 -20,043 -28%
FTUS
14
Flow Traders U.S.
New York
$1.9M 44,508 +44,508 New
PIP
15
Peachtree Investment Partners
Florida
$1.55M 36,268 +81 +0.2%
KFS
16
Kaizen Financial Strategies
California
$1.52M 35,642 +35,642 New
NP
17
NorthRock Partners
Minnesota
$1.51M 35,455 – –
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.48M 34,782 +116 +0.3%
USCWA
19
U.S. Capital Wealth Advisors
Texas
$1.45M 34,077 +34,077 New
KBFS
20
Kohmann Bosshard Financial Services
Ohio
$1.29M 30,315 +30,315 New
TRCT
21
Tower Research Capital (TRC)
New York
$1.26M 29,462 +28,646 +3,511%
5L
22
55I LLC
Massachusetts
$1.22M 28,725 -3,087 -10%
BJ
23
Brouwer & Janachowski
California
$1.22M 28,567 – –
LIM
24
Leavell Investment Management
Alabama
$1M 23,485 +8,445 +56%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$978K 22,955 -100 -0.4%
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