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Schwab 1000 Index ETF
SCHK

72 hedge funds and large institutions have $346M invested in Schwab 1000 Index ETF in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

43% more capital invested

Capital invested by funds: $242M → $346M (+$104M)

17% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 18

11.85% more ownership

Funds ownership: 58.95% → 70.8% (+12%)

4% less funds holding

Funds holding: 75 → 72 (-3)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

Holders
72
Holders Change
-3
Holders Change %
-4%
% of All Funds
1.48%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
12
Increased
21
Reduced
18
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$85.5M
2
WA
Waddell & Associates
Tennessee
+$22.5M
3
5L
55I LLC
Massachusetts
+$583K
4
US Bancorp
US Bancorp
Minnesota
+$560K
5
Jane Street
Jane Street
New York
+$457K

Top Sellers

Rank Fund Capital Flow
1
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
-$36.2M
2
MML Investors Services
MML Investors Services
Massachusetts
-$15M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.06M
4
UWM
USAdvisors Wealth Management
Minnesota
-$1.57M
5
CG
Colony Group
Massachusetts
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
26
Kathmere Capital Management
Pennsylvania
$519K – – –
GAM
27
Garrison Asset Management
Arkansas
$455K – – –
ACA
28
Atlas Capital Advisors
Wyoming
$413K +$8.31K +580 +2%
SWA
29
Stratos Wealth Advisors
Ohio
$412K +$48K +3,354 +14%
FAAS
30
First Allied Advisory Services
California
$383K -$53.1K -3,710 -13%
SCM
31
SOL Capital Management
Maryland
$370K – – –
MF
32
Manchester Financial
California
$365K -$20.4K -1,426 -6%
LPL Financial
33
LPL Financial
California
$341K +$11.6K +810 +4%
HB
34
Homrich & Berg
Georgia
$313K +$295K +20,622 New
LIM
35
Leavell Investment Management
Alabama
$303K – – –
LWAC
36
Laurel Wealth Advisors (California)
California
$301K +$659 +46 +0.2%
PFC
37
Phocas Financial Corp
California
$237K – – –
PIA
38
Pinion Investment Advisors
Kansas
$230K +$217K +15,152 New
TNB
39
Thomasville National Bank
Georgia
$212K – – –
Morgan Stanley
40
Morgan Stanley
New York
$210K +$183K +12,808 +1,289%
BC
41
Burleson & Co
California
$208K +$181K +12,624 New
BWM
42
BerganKDV Wealth Management
Minnesota
$183K +$173K +12,062 New
BBPWM
43
Blue Bell Private Wealth Management
Pennsylvania
$180K -$2.86K -200 -2%
PIP
44
Peachtree Investment Partners
Florida
$142K +$143 +10 +0.1%
PCIA
45
Prime Capital Investment Advisors
Kansas
$139K -$834K -58,250 -86%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$105K +$401 +28 +0.4%
Wells Fargo
47
Wells Fargo
California
$103K +$97.5K +6,806 +340,300%
UBS Group
48
UBS Group
Switzerland
$91K +$17.1K +1,192 +25%
Osaic Holdings
49
Osaic Holdings
Arizona
$90K -$310K -21,670 -78%
AWM
50
Apollon Wealth Management
South Carolina
$67K +$62.8K +4,384 New
1
2
3 4

SCHK Hedge Fund Activity: Q2 2020 in Review

72 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q2 2020, worth a combined $346M — up 43% from $242M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SCHK and 12 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 21 added.

The largest buyer was Financial Engines Advisors, adding an estimated $85.5M. The largest seller was Legacy Wealth Management (Tennessee), cutting an estimated $36.2M.

  • 72 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q2 2020, down from 75 in Q1 2020.
  • Funds reported $346M of Schwab 1000 Index ETF stock for Q2 2020, up 43% quarter-over-quarter.
  • 12 funds opened new Schwab 1000 Index ETF positions in Q2 2020 and 15 closed out, a net change of -3 holders.
  • The largest Schwab 1000 Index ETF buyer in Q2 2020 was Financial Engines Advisors, an estimated $85.5M added.
  • The largest Schwab 1000 Index ETF seller in Q2 2020 was Legacy Wealth Management (Tennessee), an estimated $36.2M sold.

Based on aggregated 13F filings for Q2 2020.