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Schwab 1000 Index ETF
SCHK

47 hedge funds and large institutions have $209M invested in Schwab 1000 Index ETF in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

34% more capital invested

Capital invested by funds: $156M → $209M (+$52.8M)

7% more funds holding

Funds holding: 44 → 47 (+3)

1.67% more ownership

Funds ownership: 54.38% → 56.05% (+1.7%)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
1.02%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
11
Increased
14
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
+$37.2M
2
C
Clearshares
New York
+$1.9M
3
AWM
Apollon Wealth Management
South Carolina
+$1.75M
4
WA
Waddell & Associates
Tennessee
+$1.19M
5
MML Investors Services
MML Investors Services
Massachusetts
+$1.01M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$4.8M
2
SG
Strid Group
Pennsylvania
-$2.93M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$1.85M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.49M
5
APP
Avantax Planning Partners
Iowa
-$1.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
26
Aspen Investment Management
Michigan
$372K +$4.34K +324 +1%
SCM
27
SOL Capital Management
Maryland
$367K +$353K +26,350 New
GIA
28
Gladstone Institutional Advisory
Florida
$363K +$349K +26,078 New
SWA
29
Stratos Wealth Advisors
Ohio
$300K +$3.77K +282 +1%
BBPWM
30
Blue Bell Private Wealth Management
Pennsylvania
$157K -$2.44K -182 -2%
WCM
31
WealthBridge Capital Management
Ohio
$100K +$8.06K +602 +9%
MDCM
32
Morgan Dempsey Capital Management
Wisconsin
$92K -$212K -15,860 -71%
UBS Group
33
UBS Group
Switzerland
$67K -$203K -15,174 -76%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$45K -$238K -17,792 -85%
BAMG
35
Brand Asset Management Group
Missouri
$26K – – –
BC
36
Barnett & Company
Tennessee
$21K – – –
AF
37
Advisornet Financial
Minnesota
$21K +$187 +14 +0.9%
JWA
38
JFS Wealth Advisors
Pennsylvania
$21K +$11.3K +842 +131%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$17K +$80 +6 +0.5%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$17K +$10.5K +782 New
VFA
41
Valeo Financial Advisors
Indiana
$11K – – –
EFSCE
42
Enterprise Financial Services Corp (EFSC)
Missouri
$10K +$9.53K +712 New
SIM
43
Sonora Investment Management
Arizona
$8K +$8.16K +610 New
ASN
44
Advisory Services Network
Georgia
$7K – – –
WEC
45
Winslow Evans & Crocker
Massachusetts
$4K – – –
ACA
46
Ackerman Capital Advisors
Texas
$330 – – –
HWA
47
Heritage Wealth Advisors
Virginia
$111 – – –
SG
48
Strid Group
Pennsylvania
– -$2.93M -238,770 Closed
Financial Engines Advisors
49
Financial Engines Advisors
California
– -$1.85M -69,732 Closed
CCA
50
Cobblestone Capital Advisors
New York
– -$597K -48,710 Closed
1
2
3

SCHK Hedge Fund Activity: Q1 2019 in Review

47 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q1 2019, worth a combined $209M — up 34% from $156M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SCHK positions and 8 closed out — a net gain of 3 holders — while 14 added to existing stakes and 13 trimmed.

The largest buyer was Legacy Wealth Management (Tennessee), adding an estimated $37.2M. The largest seller was Jane Street, cutting an estimated $4.8M.

  • 47 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q1 2019, up from 44 in Q4 2018.
  • Funds reported $209M of Schwab 1000 Index ETF stock for Q1 2019, up 34% quarter-over-quarter.
  • 11 funds opened new Schwab 1000 Index ETF positions in Q1 2019 and 8 closed out, a net change of +3 holders.
  • The largest Schwab 1000 Index ETF buyer in Q1 2019 was Legacy Wealth Management (Tennessee), an estimated $37.2M added.
  • The largest Schwab 1000 Index ETF seller in Q1 2019 was Jane Street, an estimated $4.8M sold.

Based on aggregated 13F filings for Q1 2019.