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Schwab 1000 Index ETF
SCHK

92 hedge funds and large institutions have $732M invested in Schwab 1000 Index ETF in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 20

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

13% more capital invested

Capital invested by funds: $646M → $732M (+$85.7M)

6% more funds holding

Funds holding: 87 → 92 (+5)

0.34% more ownership

Funds ownership: 80.18% → 80.52% (+0.34%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
92
Holders Change
+5
Holders Change %
+5.75%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
32
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$64.5M
2
Jane Street
Jane Street
New York
+$2.02M
3
DACG
Donor Advised Charitable Giving
California
+$1.19M
4
CBFP
Cedar Brook Financial Partners
Ohio
+$766K
5
CA
Cetera Advisors
Colorado
+$650K

Top Sellers

Rank Fund Capital Flow
1
APP
Avantax Planning Partners
Iowa
-$1.83M
2
Goldman Sachs
Goldman Sachs
New York
-$1.66M
3
Citadel Advisors
Citadel Advisors
Florida
-$827K
4
TRCT
Tower Research Capital (TRC)
New York
-$485K
5
PA
Parkside Advisors
California
-$436K
Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
26
Leavell Investment Management
Alabama
$593K – – –
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$538K +$41 +2 +0%
SCM
28
SOL Capital Management
Maryland
$505K – – –
SWA
29
Stratos Wealth Advisors
Ohio
$493K +$26.4K +1,274 +6%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$472K -$35.7K -1,720 -7%
MF
31
Manchester Financial
California
$449K -$14.6K -702 -3%
LPL Financial
32
LPL Financial
California
$442K +$16.9K +814 +4%
Morgan Stanley
33
Morgan Stanley
New York
$413K +$54.4K +2,624 +16%
OFG
34
Omega Financial Group
California
$411K +$1.04K +50 +0.3%
Osaic Holdings
35
Osaic Holdings
Arizona
$407K +$12.9K +622 +3%
Creative Planning
36
Creative Planning
Kansas
$401K +$180K +8,656 +85%
CA
37
Crewe Advisors
Utah
$360K +$350K +16,862 New
BSW
38
Buckingham Strategic Wealth
Missouri
$338K – – –
PIA
39
Pinion Investment Advisors
Kansas
$328K +$954 +46 +0.3%
PFWA
40
Paces Ferry Wealth Advisors
Georgia
$313K +$871 +42 +0.3%
ACA
41
Atlas Capital Advisors
Wyoming
$301K -$163K -7,838 -36%
PFC
42
Phocas Financial Corp
California
$284K +$277K +13,328 New
CPIG
43
Chicago Partners Investment Group
Illinois
$258K – – –
BWM
44
BerganKDV Wealth Management
Minnesota
$257K – – –
EW
45
Element Wealth
Mississippi
$256K – – –
BC
46
Burleson & Co
California
$247K -$9.29K -448 -4%
BBPWM
47
Blue Bell Private Wealth Management
Pennsylvania
$245K -$9.46K -456 -4%
IA
48
IFP Advisors
Florida
$239K +$218K +10,502 +1,451%
TNB
49
Thomasville National Bank
Georgia
$235K +$228K +11,000 New
CAI
50
Capital Advisors Inc
Oklahoma
$216K +$210K +10,136 New
1
2
3 4 5

SCHK Hedge Fund Activity: Q2 2021 in Review

92 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q2 2021, worth a combined $732M — up 13% from $646M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SCHK positions and 11 closed out — a net gain of 6 holders — while 32 added to existing stakes and 20 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $64.5M. The largest seller was Avantax Planning Partners, exiting entirely with an estimated $1.83M sold.

  • 92 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q2 2021, up from 87 in Q1 2021.
  • Funds reported $732M of Schwab 1000 Index ETF stock for Q2 2021, up 13% quarter-over-quarter.
  • 17 funds opened new Schwab 1000 Index ETF positions in Q2 2021 and 11 closed out, a net change of +6 holders.
  • The largest Schwab 1000 Index ETF buyer in Q2 2021 was Financial Engines Advisors, an estimated $64.5M added.
  • The largest Schwab 1000 Index ETF seller in Q2 2021 was Avantax Planning Partners, an estimated $1.83M sold.

Based on aggregated 13F filings for Q2 2021.