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Schwab 1000 Index ETF
SCHK

98 hedge funds and large institutions have $825M invested in Schwab 1000 Index ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

70% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 20

13% more capital invested

Capital invested by funds: $732M → $825M (+$93M)

7% more funds holding

Funds holding: 92 → 98 (+6)

0.43% more ownership

Funds ownership: 80.52% → 80.95% (+0.43%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
98
Holders Change
+6
Holders Change %
+6.52%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
34
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$47.9M
2
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
+$2.61M
3
FTUS
Flow Traders U.S.
New York
+$1.95M
4
KBFS
Kohmann Bosshard Financial Services
Ohio
+$1.33M
5
TRCT
Tower Research Capital (TRC)
New York
+$1.25M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$878K
2
CBFP
Cedar Brook Financial Partners
Ohio
-$512K
3
PFWA
Paces Ferry Wealth Advisors
Georgia
-$313K
4
IA
IFP Advisors
Florida
-$231K
5
MF
Manchester Financial
California
-$226K
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
26
US Bancorp
Minnesota
$971K -$8.67K -396 -0.9%
B
27
Bailard
California
$825K – – –
VWA
28
Visionary Wealth Advisors
Illinois
$690K -$98.5K -4,498 -12%
Mariner
29
Mariner
Kansas
$676K +$695K +31,732 New
CA
30
Cetera Advisors
Colorado
$668K – – –
EFG
31
Everhart Financial Group
Ohio
$657K -$219 -10 -0%
EAM
32
Evanson Asset Management
California
$639K +$131 +6 +0%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$555K +$18.2K +832 +3%
Bank of America
34
Bank of America
North Carolina
$553K -$78.8K -3,596 -12%
SCM
35
SOL Capital Management
Maryland
$505K – – –
Morgan Stanley
36
Morgan Stanley
New York
$504K +$94.3K +4,306 +22%
Citadel Advisors
37
Citadel Advisors
Florida
$503K +$518K +23,634 New
LPL Financial
38
LPL Financial
California
$476K +$35.5K +1,622 +8%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$473K +$1.62K +74 +0.3%
SWA
40
Stratos Wealth Advisors
Ohio
$445K -$49.1K -2,242 -10%
Osaic Holdings
41
Osaic Holdings
Arizona
$422K +$15.9K +728 +4%
OFG
42
Omega Financial Group
California
$410K -$701 -32 -0.2%
CA
43
Crewe Advisors
Utah
$359K +$88 +4 +0%
BSW
44
Buckingham Strategic Wealth
Missouri
$338K – – –
PIA
45
Pinion Investment Advisors
Kansas
$329K +$1.05K +48 +0.3%
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
$328K +$86.1K +3,930 +34%
ACA
47
Atlas Capital Advisors
Wyoming
$298K -$2.58K -118 -0.8%
PFC
48
Phocas Financial Corp
California
$284K – – –
RJA
49
Raymond James & Associates
Florida
$284K +$292K +13,340 New
CPIG
50
Chicago Partners Investment Group
Illinois
$271K – – –
1
2
3 4 5

SCHK Hedge Fund Activity: Q3 2021 in Review

98 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q3 2021, worth a combined $825M — up 13% from $732M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SCHK positions and 6 closed out — a net gain of 7 holders — while 34 added to existing stakes and 20 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $47.9M. The largest seller was Jane Street, cutting an estimated $878K.

  • 98 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q3 2021, up from 92 in Q2 2021.
  • Funds reported $825M of Schwab 1000 Index ETF stock for Q3 2021, up 13% quarter-over-quarter.
  • 13 funds opened new Schwab 1000 Index ETF positions in Q3 2021 and 6 closed out, a net change of +7 holders.
  • The largest Schwab 1000 Index ETF buyer in Q3 2021 was Financial Engines Advisors, an estimated $47.9M added.
  • The largest Schwab 1000 Index ETF seller in Q3 2021 was Jane Street, an estimated $878K sold.

Based on aggregated 13F filings for Q3 2021.