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Schwab 1000 Index ETF
SCHK

85 hedge funds and large institutions have $566M invested in Schwab 1000 Index ETF in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

35% more capital invested

Capital invested by funds: $420M → $566M (+$146M)

20% more funds holding

Funds holding: 71 → 85 (+14)

5.38% more ownership

Funds ownership: 75.67% → 81.04% (+5.4%)

0% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 22

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
85
Holders Change
+14
Holders Change %
+19.72%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
22
Increased
22
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$85.6M
2
Goldman Sachs
Goldman Sachs
New York
+$1.48M
3
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
+$927K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$445K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$429K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$594K
3
GAM
Garrison Asset Management
Arkansas
-$495K
4
CG
Colony Group
Massachusetts
-$204K
5
PFWA
Paces Ferry Wealth Advisors
Georgia
-$138K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
26
SOL Capital Management
Maryland
$455K – – –
SWA
27
Stratos Wealth Advisors
Ohio
$418K -$99.7K -5,658 -20%
MF
28
Manchester Financial
California
$411K -$15K -854 -4%
ACA
29
Atlas Capital Advisors
Wyoming
$404K -$29K -1,646 -7%
OFG
30
Omega Financial Group
California
$384K -$32.1K -1,824 -8%
LPL Financial
31
LPL Financial
California
$365K -$23.6K -1,340 -6%
Osaic Holdings
32
Osaic Holdings
Arizona
$339K +$242K +13,732 +331%
LWM
33
Laidlaw Wealth Management
New York
$336K +$316K +17,968 New
HB
34
Homrich & Berg
Georgia
$329K – – –
BSW
35
Buckingham Strategic Wealth
Missouri
$297K +$279K +15,860 New
PIA
36
Pinion Investment Advisors
Kansas
$286K +$2.57K +146 +1%
Morgan Stanley
37
Morgan Stanley
New York
$242K -$60.2K -3,418 -21%
CPIG
38
Chicago Partners Investment Group
Illinois
$226K +$207K +11,776 New
BC
39
Burleson & Co
California
$225K -$11K -626 -5%
BWM
40
BerganKDV Wealth Management
Minnesota
$225K – – –
BBPWM
41
Blue Bell Private Wealth Management
Pennsylvania
$220K +$3.17K +180 +2%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$219K +$207K +11,736 New
FNT
43
First National Trust
Pennsylvania
$215K +$202K +11,490 New
TNB
44
Thomasville National Bank
Georgia
$205K -$52K -2,954 -21%
ZIC
45
ZWJ Investment Counsel
Georgia
$204K +$192K +10,902 New
PIP
46
Peachtree Investment Partners
Florida
$176K +$669 +38 +0.4%
PCIA
47
Prime Capital Investment Advisors
Kansas
$155K -$15.3K -870 -9%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$153K +$564 +32 +0.4%
Wells Fargo
49
Wells Fargo
California
$127K -$17.6K -998 -13%
Deutsche Bank
50
Deutsche Bank
Germany
$109K – – –
1
2
3 4

SCHK Hedge Fund Activity: Q4 2020 in Review

85 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q4 2020, worth a combined $566M — up 35% from $420M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SCHK positions and 5 closed out — a net gain of 17 holders — while 22 added to existing stakes and 22 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $85.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1M sold.

  • 85 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q4 2020, up from 71 in Q3 2020.
  • Funds reported $566M of Schwab 1000 Index ETF stock for Q4 2020, up 35% quarter-over-quarter.
  • 22 funds opened new Schwab 1000 Index ETF positions in Q4 2020 and 5 closed out, a net change of +17 holders.
  • The largest Schwab 1000 Index ETF buyer in Q4 2020 was Financial Engines Advisors, an estimated $85.6M added.
  • The largest Schwab 1000 Index ETF seller in Q4 2020 was Citadel Advisors, an estimated $1M sold.

Based on aggregated 13F filings for Q4 2020.