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Schwab 1000 Index ETF
SCHK

55 hedge funds and large institutions have $241M invested in Schwab 1000 Index ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

17% more funds holding

Funds holding: 47 → 55 (+8)

15% more capital invested

Capital invested by funds: $209M → $241M (+$31.9M)

2.04% more ownership

Funds ownership: 56.05% → 58.09% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
55
Holders Change
+8
Holders Change %
+17.02%
% of All Funds
1.19%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
15
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
+$15M
2
APA
American Portfolios Advisors
New York
+$4.52M
3
PCIA
Prime Capital Investment Advisors
Kansas
+$3.73M
4
C
Clearshares
New York
+$2.13M
5
Jane Street
Jane Street
New York
+$1.19M

Top Sellers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
-$3.31M
2
SS
Simplicity Solutions
Minnesota
-$675K
3
PIP
Peachtree Investment Partners
Florida
-$530K
4
Citadel Advisors
Citadel Advisors
Florida
-$453K
5
AWM
AE Wealth Management
Kansas
-$436K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
26
SOL Capital Management
Maryland
$380K – – –
PFC
27
Phocas Financial Corp
California
$362K – – –
CWP
28
Capital Wealth Planning
Florida
$323K +$317K +22,346 New
AWM
29
AE Wealth Management
Kansas
$276K -$436K -30,716 -62%
Financial Engines Advisors
30
Financial Engines Advisors
California
$237K +$233K +16,434 New
TNB
31
Thomasville National Bank
Georgia
$201K +$198K +13,954 New
Bank of America
32
Bank of America
North Carolina
$199K +$196K +13,812 New
WC
33
Westwind Capital
New Mexico
$181K +$178K +12,526 New
BBPWM
34
Blue Bell Private Wealth Management
Pennsylvania
$163K -$28 -2 -0%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$130K +$81.3K +5,732 +176%
UBS Group
36
UBS Group
Switzerland
$107K +$36.9K +2,604 +54%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$99K +$79K +5,570 +454%
MDCM
38
Morgan Dempsey Capital Management
Wisconsin
$95K – – –
ACA
39
Atlas Capital Advisors
Wyoming
$89.3K +$87.7K +6,184 New
BAMG
40
Brand Asset Management Group
Missouri
$27K – – –
AF
41
Advisornet Financial
Minnesota
$22K – – –
BC
42
Barnett & Company
Tennessee
$21K – – –
JWA
43
JFS Wealth Advisors
Pennsylvania
$21K – – –
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$17K – – –
VFA
45
Valeo Financial Advisors
Indiana
$11K – – –
EFSCE
46
Enterprise Financial Services Corp (EFSC)
Missouri
$10K – – –
AG
47
Advisor Group
Arizona
$10K +$10.2K +722 New
US Bancorp
48
US Bancorp
Minnesota
$9K +$9.28K +654 New
ASN
49
Advisory Services Network
Georgia
$7K – – –
WEC
50
Winslow Evans & Crocker
Massachusetts
$4K – – –
1
2
3

SCHK Hedge Fund Activity: Q2 2019 in Review

55 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q2 2019, worth a combined $241M — up 15% from $209M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SCHK positions and 6 closed out — a net gain of 8 holders — while 15 added to existing stakes and 8 trimmed.

The largest buyer was Legacy Wealth Management (Tennessee), adding an estimated $15M. The largest seller was Parametric Portfolio Associates, exiting entirely with an estimated $3.31M sold.

  • 55 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q2 2019, up from 47 in Q1 2019.
  • Funds reported $241M of Schwab 1000 Index ETF stock for Q2 2019, up 15% quarter-over-quarter.
  • 14 funds opened new Schwab 1000 Index ETF positions in Q2 2019 and 6 closed out, a net change of +8 holders.
  • The largest Schwab 1000 Index ETF buyer in Q2 2019 was Legacy Wealth Management (Tennessee), an estimated $15M added.
  • The largest Schwab 1000 Index ETF seller in Q2 2019 was Parametric Portfolio Associates, an estimated $3.31M sold.

Based on aggregated 13F filings for Q2 2019.