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Schwab 1000 Index ETF
SCHK

126 hedge funds and large institutions have $1.43B invested in Schwab 1000 Index ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 45 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 33

17% more capital invested

Capital invested by funds: $1.22B → $1.43B (+$211M)

4.06% more ownership

Funds ownership: 105.05% → 109.11% (+4.1%)

5% less funds holding

Funds holding: 132 → 126 (-6)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

Holders
126
Holders Change
-6
Holders Change %
-4.55%
% of All Funds
2.01%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
11
Increased
45
Reduced
33
Closed
15
Calls
$95K
Puts
–
Net Calls
+$95K
Net Calls Change
-$16K

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$77.1M
2
AAG
Armstrong Advisory Group
Massachusetts
+$44.7M
3
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
+$12.7M
4
Mariner
Mariner
Kansas
+$1.82M
5
Bank of America
Bank of America
North Carolina
+$1.62M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$2.85M
2
HSA
HBK Sorce Advisory
Pennsylvania
-$2.77M
3
RDWM
Red Door Wealth Management
Tennessee
-$2.52M
4
KFS
Kaizen Financial Strategies
California
-$1.75M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
26
Leavell Investment Management
Alabama
$679K -$27.6K -1,430 -4%
VWA
27
Visionary Wealth Advisors
Illinois
$615K +$1.43K +74 +0.2%
LPL Financial
28
LPL Financial
California
$611K +$1.12K +58 +0.2%
EFG
29
Everhart Financial Group
Ohio
$610K – – –
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$602K +$64.5K +3,340 +12%
EAM
31
Evanson Asset Management
California
$600K +$155 +8 +0%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$564K +$21.4K +1,110 +4%
IA
33
IFP Advisors
Florida
$564K +$202K +10,476 +33%
FFN
34
Focus Financial Network
Minnesota
$558K +$99.5K +5,150 +22%
CCA
35
Column Capital Advisors
Indiana
$532K +$479K +24,792 +1,185%
AA
36
Ancora Advisors
Ohio
$521K – – –
AC
37
Avant Capital
Louisiana
$506K -$7.19K -372 -1%
PIP
38
Peachtree Investment Partners
Florida
$505K +$292K +15,096 +145%
SCM
39
SOL Capital Management
Maryland
$490K – – –
CA
40
Cetera Advisors
Colorado
$487K +$17.8K +920 +4%
USCWA
41
U.S. Capital Wealth Advisors
Texas
$481K -$859K -44,444 -65%
VT
42
Vise Technologies
New York
$475K +$220K +11,408 +91%
SAS
43
SMI Advisory Services
Indiana
$427K – – –
AWS
44
Atria Wealth Solutions
New York
$422K – – –
CIBC Private Wealth Group
45
CIBC Private Wealth Group
Georgia
$397K +$1.47K +76 +0.4%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$379K +$71.2K +3,686 +24%
OFG
47
Omega Financial Group
California
$378K +$1.27K +66 +0.3%
RDWM
48
Red Door Wealth Management
Tennessee
$375K -$2.52M -130,498 -87%
SWA
49
Stratos Wealth Advisors
Ohio
$358K -$95.4K -4,938 -21%
Morgan Stanley
50
Morgan Stanley
New York
$355K +$76.2K +3,944 +28%
1
2
3 4 5

SCHK Hedge Fund Activity: Q1 2023 in Review

126 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q1 2023, worth a combined $1.43B — up 17% from $1.22B a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SCHK and 11 opened new positions — a net loss of 4 holders — while 33 trimmed existing stakes and 45 added.

The largest buyer was Financial Engines Advisors, adding an estimated $77.1M. The largest seller was Goldman Sachs, exiting entirely with an estimated $2.85M sold.

  • 126 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q1 2023, down from 132 in Q4 2022.
  • Funds reported $1.43B of Schwab 1000 Index ETF stock for Q1 2023, up 17% quarter-over-quarter.
  • 11 funds opened new Schwab 1000 Index ETF positions in Q1 2023 and 15 closed out, a net change of -4 holders.
  • The largest Schwab 1000 Index ETF buyer in Q1 2023 was Financial Engines Advisors, an estimated $77.1M added.
  • The largest Schwab 1000 Index ETF seller in Q1 2023 was Goldman Sachs, an estimated $2.85M sold.

Based on aggregated 13F filings for Q1 2023.