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Schwab 1000 Index ETF
SCHK

131 hedge funds and large institutions have $1.01B invested in Schwab 1000 Index ETF in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

35% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 31

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

7% more funds holding

Funds holding: 123 → 131 (+8)

2.07% more ownership

Funds ownership: 84.77% → 86.84% (+2.1%)

1% more capital invested

Capital invested by funds: $1B → $1.01B (+$9.9M)

Holders
131
Holders Change
+8
Holders Change %
+6.5%
% of All Funds
2.07%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
22
Increased
42
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$59.5M
2
Goldman Sachs
Goldman Sachs
New York
+$8.03M
3
MF
Manchester Financial
California
+$2.53M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.08M
5
Mariner
Mariner
Kansas
+$1.56M

Top Sellers

Rank Fund Capital Flow
1
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
-$5.44M
2
TDWM
Topel & Distasi Wealth Management
California
-$2.65M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.6M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.29M
5
B
Bailard
California
-$902K
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
26
US Bancorp
Minnesota
$1.12M +$78.7K +3,628 +8%
5L
27
55I LLC
Massachusetts
$1.08M -$124K -5,698 -10%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.04M +$397K +18,288 +88%
CAAM
29
Cornerstone Advisors Asset Management
Pennsylvania
$1.03M +$1.01M +46,748 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$865K -$1.29M -59,402 -60%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$844K +$394K +18,142 +90%
ZF
32
Zhang Financial
Michigan
$826K +$814K +37,502 New
Jane Street
33
Jane Street
New York
$783K -$259K -11,952 -25%
AWC
34
Adamsbrown Wealth Consultants
Kansas
$731K -$53.6K -2,470 -7%
VWA
35
Visionary Wealth Advisors
Illinois
$720K +$14.7K +676 +2%
EFG
36
Everhart Financial Group
Ohio
$679K – – –
BPA
37
Beacon Pointe Advisors
California
$670K +$661K +30,446 New
EAM
38
Evanson Asset Management
California
$661K +$130 +6 +0%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$588K +$43 +2 +0%
AC
40
Avant Capital
Louisiana
$576K +$955 +44 +0.2%
AWS
41
Atria Wealth Solutions
New York
$528K +$521K +24,000 New
CA
42
Cetera Advisors
Colorado
$522K -$166K -7,656 -24%
SCM
43
SOL Capital Management
Maryland
$522K – – –
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$520K -$839K -38,640 -62%
LPL Financial
45
LPL Financial
California
$509K +$41.3K +1,904 +9%
PCIA
46
Prime Capital Investment Advisors
Kansas
$507K – – –
Morgan Stanley
47
Morgan Stanley
New York
$492K -$220K -10,148 -31%
Creative Planning
48
Creative Planning
Kansas
$462K +$26.6K +1,224 +6%
CA
49
Crewe Advisors
Utah
$450K +$1.43K +66 +0.3%
FFN
50
Focus Financial Network
Minnesota
$434K +$427K +19,692 New
1
2
3 4 5

SCHK Hedge Fund Activity: Q1 2022 in Review

131 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q1 2022, worth a combined $1.01B — up 0.99% from $1B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SCHK positions and 12 closed out — a net gain of 10 holders — while 42 added to existing stakes and 31 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $59.5M. The largest seller was Legacy Wealth Management (Tennessee), cutting an estimated $5.44M.

  • 131 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q1 2022, up from 123 in Q4 2021.
  • Funds reported $1.01B of Schwab 1000 Index ETF stock for Q1 2022, up 0.99% quarter-over-quarter.
  • 22 funds opened new Schwab 1000 Index ETF positions in Q1 2022 and 12 closed out, a net change of +10 holders.
  • The largest Schwab 1000 Index ETF buyer in Q1 2022 was Financial Engines Advisors, an estimated $59.5M added.
  • The largest Schwab 1000 Index ETF seller in Q1 2022 was Legacy Wealth Management (Tennessee), an estimated $5.44M sold.

Based on aggregated 13F filings for Q1 2022.