We are live on ! Find out more
SCHK icon

Schwab 1000 Index ETF
SCHK

72 hedge funds and large institutions have $272M invested in Schwab 1000 Index ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

13% more funds holding

Funds holding: 64 → 72 (+8)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

11% less capital invested

Capital invested by funds: $305M → $272M (-$33.3M)

14.26% less ownership

Funds ownership: 71.91% → 57.65% (-14%)

Holders
72
Holders Change
+8
Holders Change %
+12.5%
% of All Funds
1.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
13
Increased
21
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$4.05M
2
Jane Street
Jane Street
New York
+$2.54M
3
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
+$2.08M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.05M
5
LPL Financial
LPL Financial
California
+$578K

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$65M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.23M
3
WA
Waddell & Associates
Tennessee
-$624K
4
WC
Westwind Capital
New Mexico
-$185K
5
PCIA
Prime Capital Investment Advisors
Kansas
-$161K
Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
26
Gladstone Institutional Advisory
Florida
$436K -$4.36K -288 -1%
PFC
27
Phocas Financial Corp
California
$411K – – –
SWA
28
Stratos Wealth Advisors
Ohio
$400K -$32K -2,114 -8%
ACA
29
Atlas Capital Advisors
Wyoming
$396K +$17.2K +1,138 +5%
SCM
30
SOL Capital Management
Maryland
$384K -$30.2K -2,000 -8%
ACA
31
Ackerman Capital Advisors
Texas
$374K – – –
AIM
32
Aspen Investment Management
Michigan
$354K -$24.2K -1,600 -7%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$349K -$2.23M -147,590 -87%
PIA
34
Pinion Investment Advisors
Kansas
$346K +$151 +10 +0%
Goldman Sachs
35
Goldman Sachs
New York
$340K +$326K +21,570 New
CWP
36
Capital Wealth Planning
Florida
$328K – – –
LIM
37
Leavell Investment Management
Alabama
$324K +$57.2K +3,780 +23%
AAS
38
Avantax Advisory Services
Texas
$296K +$286K +18,940 New
TNB
39
Thomasville National Bank
Georgia
$220K – – –
Bank of New York Mellon
40
Bank of New York Mellon
New York
$215K +$206K +13,604 New
PIP
41
Peachtree Investment Partners
Florida
$212K +$203K +13,404 New
MWM
42
Meridian Wealth Management
Kentucky
$201K +$193K +12,784 New
BBPWM
43
Blue Bell Private Wealth Management
Pennsylvania
$193K +$18.3K +1,208 +11%
Citigroup
44
Citigroup
New York
$106K +$101K +6,684 New
MDCM
45
Morgan Dempsey Capital Management
Wisconsin
$104K – – –
UBS Group
46
UBS Group
Switzerland
$76K – – –
PK
47
Pflug Koory
Nebraska
$65K – – –
ME
48
McIlrath & Eck
Washington
$61K +$1.57K +104 +3%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$47K -$11.9K -788 -21%
BAMG
50
Brand Asset Management Group
Missouri
$31K – – –
1
2
3 4

SCHK Hedge Fund Activity: Q4 2019 in Review

72 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q4 2019, worth a combined $272M — down 11% from $305M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SCHK positions and 5 closed out — a net gain of 8 holders — while 21 added to existing stakes and 14 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $4.05M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $65M sold.

  • 72 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q4 2019, up from 64 in Q3 2019.
  • Funds reported $272M of Schwab 1000 Index ETF stock for Q4 2019, down 11% quarter-over-quarter.
  • 13 funds opened new Schwab 1000 Index ETF positions in Q4 2019 and 5 closed out, a net change of +8 holders.
  • The largest Schwab 1000 Index ETF buyer in Q4 2019 was Financial Engines Advisors, an estimated $4.05M added.
  • The largest Schwab 1000 Index ETF seller in Q4 2019 was Envestnet Asset Management, an estimated $65M sold.

Based on aggregated 13F filings for Q4 2019.