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Schwab 1000 Index ETF

129 hedge funds and large institutions have $1.58B invested in Schwab 1000 Index ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 58 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 31

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more capital invested

Capital invested by funds: $1.43B → $1.58B (+$150M)

2% more funds holding

Funds holding: 126129 (+3)

1.29% more ownership

Funds ownership: 109.11%110.4% (+1.3%)

Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
2.03%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
58
Reduced
31
Closed
8
Calls
$90K
Puts
Net Calls
+$90K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
26
Private Capital Management (Colorado)
Colorado
$801K -$1.42K -70 -0.2%
LPL Financial
27
LPL Financial
California
$720K +$55.5K +2,742 +9%
Jane Street
28
Jane Street
New York
$703K +$665K +32,880 New
RTL
29
Red Tortoise LLC
Georgia
$695K +$488K +24,112 +288%
VWA
30
Visionary Wealth Advisors
Illinois
$662K -$2.35K -116 -0.4%
EFG
31
Everhart Financial Group
Ohio
$660K
EAM
32
Evanson Asset Management
California
$649K +$162 +8 +0%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$629K +$18.1K +894 +3%
FFN
34
Focus Financial Network
Minnesota
$628K +$23.2K +1,148 +4%
AC
35
Avant Capital
Louisiana
$586K +$36.8K +1,818 +7%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$582K -$65.8K -3,252 -11%
CCA
37
Column Capital Advisors
Indiana
$575K +$121 +6 +0%
Citadel Advisors
38
Citadel Advisors
Florida
$574K +$387K +19,114 +248%
AA
39
Ancora Advisors
Ohio
$564K
LIM
40
Leavell Investment Management
Alabama
$533K -$191K -9,450 -28%
ACA
41
Aptus Capital Advisors
Alabama
$516K +$143K +7,070 +41%
SCM
42
SOL Capital Management
Maryland
$509K -$20.2K -1,000 -4%
GWANC
43
Guardian Wealth Advisors (North Carolina)
North Carolina
$495K +$122K +6,054 +35%
RDWM
44
Red Door Wealth Management
Tennessee
$472K +$63K +3,114 +16%
CA
45
Cetera Advisors
Colorado
$466K -$57.1K -2,824 -11%
WA
46
WESPAC Advisors
California
$453K +$429K +21,190 New
AWS
47
Atria Wealth Solutions
New York
$446K -$10.1K -500 -2%
AWM
48
Axxcess Wealth Management
California
$430K -$309K -15,266 -43%
ML
49
McAdam LLC
Pennsylvania
$423K +$108K +5,324 +37%
JIC
50
Johnson Investment Counsel
Ohio
$417K +$395K +19,502 New

SCHK Hedge Fund Activity: Q2 2023 in Review

129 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q2 2023, worth a combined $1.58B — up 10% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SCHK positions and 8 closed out — a net gain of 4 holders — while 58 added to existing stakes and 31 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $28M. The largest seller was Blueprint Investment Partners, exiting entirely with an estimated $3.23M sold.

  • 129 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q2 2023, up from 126 in Q1 2023.
  • Funds reported $1.58B of Schwab 1000 Index ETF stock for Q2 2023, up 10% quarter-over-quarter.
  • 12 funds opened new Schwab 1000 Index ETF positions in Q2 2023 and 8 closed out, a net change of +4 holders.
  • The largest Schwab 1000 Index ETF buyer in Q2 2023 was Financial Engines Advisors, an estimated $28M added.
  • The largest Schwab 1000 Index ETF seller in Q2 2023 was Blueprint Investment Partners, an estimated $3.23M sold.

Based on aggregated 13F filings for Q2 2023.