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Schwab 1000 Index ETF
SCHK

125 hedge funds and large institutions have $886M invested in Schwab 1000 Index ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 29

2.38% more ownership

Funds ownership: 86.84% → 89.23% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

5% less funds holding

Funds holding: 131 → 125 (-6)

12% less capital invested

Capital invested by funds: $1.01B → $886M (-$125M)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
125
Holders Change
-6
Holders Change %
-4.58%
% of All Funds
2.11%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
44
Reduced
29
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$44.3M
2
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
+$8.14M
3
Jane Street
Jane Street
New York
+$2.4M
4
ML
McAdam LLC
Pennsylvania
+$2.02M
5
Bank of America
Bank of America
North Carolina
+$1.59M

Top Sellers

Rank Fund Capital Flow
1
MF
Manchester Financial
California
-$2.56M
2
Goldman Sachs
Goldman Sachs
New York
-$959K
3
BPA
Beacon Pointe Advisors
California
-$670K
4
CG
Colony Group
Massachusetts
-$654K
5
MML Investors Services
MML Investors Services
Massachusetts
-$624K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAAM
26
Cornerstone Advisors Asset Management
Pennsylvania
$852K – – –
ZF
27
Zhang Financial
Michigan
$726K +$46K +2,318 +6%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$716K – – –
EFG
29
Everhart Financial Group
Ohio
$687K +$136K +6,844 +22%
LIM
30
Leavell Investment Management
Alabama
$660K -$528K -26,560 -42%
Citadel Advisors
31
Citadel Advisors
Florida
$648K +$706K +35,572 New
Wells Fargo
32
Wells Fargo
California
$621K +$546K +27,484 +417%
AWM
33
Axxcess Wealth Management
California
$600K -$532K -26,764 -45%
VWA
34
Visionary Wealth Advisors
Illinois
$562K -$37.5K -1,890 -6%
EAM
35
Evanson Asset Management
California
$553K +$6.24K +314 +1%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$553K +$602K +30,334 New
Osaic Holdings
37
Osaic Holdings
Arizona
$549K -$177K -8,912 -23%
5L
38
55I LLC
Massachusetts
$526K -$399K -20,104 -41%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$487K +$79 +4 +0%
AC
40
Avant Capital
Louisiana
$478K +$1.23K +62 +0.2%
AWS
41
Atria Wealth Solutions
New York
$438K – – –
CA
42
Cetera Advisors
Colorado
$432K – – –
SCM
43
SOL Capital Management
Maryland
$432K – – –
LPL Financial
44
LPL Financial
California
$421K -$159 -8 -0%
SWA
45
Stratos Wealth Advisors
Ohio
$416K +$67K +3,374 +17%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$379K -$56.2K -2,832 -12%
PIP
47
Peachtree Investment Partners
Florida
$378K -$622K -31,318 -60%
PCMC
48
Private Capital Management (Colorado)
Colorado
$374K – – –
CA
49
Crewe Advisors
Utah
$374K +$1.39K +70 +0.3%
AWC
50
Adamsbrown Wealth Consultants
Kansas
$373K -$253K -12,744 -38%
1
2
3 4 5

SCHK Hedge Fund Activity: Q2 2022 in Review

125 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q2 2022, worth a combined $886M — down 12% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SCHK and 14 opened new positions — a net loss of 6 holders — while 29 trimmed existing stakes and 44 added.

The largest buyer was Financial Engines Advisors, adding an estimated $44.3M. The largest seller was Manchester Financial, exiting entirely with an estimated $2.56M sold.

  • 125 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q2 2022, down from 131 in Q1 2022.
  • Funds reported $886M of Schwab 1000 Index ETF stock for Q2 2022, down 12% quarter-over-quarter.
  • 14 funds opened new Schwab 1000 Index ETF positions in Q2 2022 and 20 closed out, a net change of -6 holders.
  • The largest Schwab 1000 Index ETF buyer in Q2 2022 was Financial Engines Advisors, an estimated $44.3M added.
  • The largest Schwab 1000 Index ETF seller in Q2 2022 was Manchester Financial, an estimated $2.56M sold.

Based on aggregated 13F filings for Q2 2022.