We are live on ! Find out more
SCHK icon

Schwab 1000 Index ETF
SCHK

131 hedge funds and large institutions have $1.56B invested in Schwab 1000 Index ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 56 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,124% more call options, than puts

Call options by funds: $306K | Put options by funds: $25K

87% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 30

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

2% more funds holding

Funds holding: 129 → 131 (+2)

0.18% more ownership

Funds ownership: 110.4% → 110.58% (+0.18%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

1% less capital invested

Capital invested by funds: $1.58B → $1.56B (-$21.6M)

Holders
131
Holders Change
+2
Holders Change %
+1.55%
% of All Funds
2.08%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
11
Increased
56
Reduced
30
Closed
8
Calls
$306K
Puts
$25K
Net Calls
+$281K
Net Calls Change
+$191K

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$34M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.83M
3
Jane Street
Jane Street
New York
+$1.08M
4
AAG
Armstrong Advisory Group
Massachusetts
+$996K
5
SIS
Strategic Investment Solutions
Illinois
+$442K

Top Sellers

Rank Fund Capital Flow
1
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
-$2.11M
2
Cerity Partners
Cerity Partners
New York
-$1.82M
3
PCIA
Prime Capital Investment Advisors
Kansas
-$1.7M
4
WA
WESPAC Advisors
California
-$453K
5
CG
Colony Group
Massachusetts
-$308K
Name Holding Trade Value Shares
Change 		Change in
Stake
RTL
26
Red Tortoise LLC
Georgia
$787K +$121K +5,616 +17%
PCMC
27
Private Capital Management (Colorado)
Colorado
$701K -$75.2K -3,500 -9%
EFG
28
Everhart Financial Group
Ohio
$637K – – –
VWA
29
Visionary Wealth Advisors
Illinois
$633K -$6.49K -302 -1%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$630K +$23.3K +1,086 +4%
EAM
31
Evanson Asset Management
California
$627K +$172 +8 +0%
ACA
32
Aptus Capital Advisors
Alabama
$612K +$119K +5,520 +23%
GWANC
33
Guardian Wealth Advisors (North Carolina)
North Carolina
$612K +$140K +6,536 +28%
Renaissance Technologies
34
Renaissance Technologies
New York
$611K +$425K +19,800 +202%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$603K +$42.2K +1,964 +7%
AC
36
Avant Capital
Louisiana
$572K +$6.14K +286 +1%
CCA
37
Column Capital Advisors
Indiana
$555K +$129 +6 +0%
CA
38
Cetera Advisors
Colorado
$552K +$106K +4,926 +23%
AA
39
Ancora Advisors
Ohio
$544K – – –
AWS
40
Atria Wealth Solutions
New York
$526K +$99.3K +4,622 +22%
SAS
41
SMI Advisory Services
Indiana
$513K +$520K +24,230 New
RDWM
42
Red Door Wealth Management
Tennessee
$485K +$30.2K +1,406 +6%
Citadel Advisors
43
Citadel Advisors
Florida
$479K -$78.3K -3,644 -14%
TRCT
44
Tower Research Capital (TRC)
New York
$474K +$136K +6,316 +38%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$466K +$277K +12,896 +134%
SIS
46
Strategic Investment Solutions
Illinois
$449K +$442K +20,584 +6,200%
JIC
47
Johnson Investment Counsel
Ohio
$435K +$34K +1,582 +8%
MWM
48
Meridian Wealth Management
Kentucky
$431K +$225K +10,468 +101%
PCIA
49
Prime Capital Investment Advisors
Kansas
$416K -$1.7M -79,230 -80%
ML
50
McAdam LLC
Pennsylvania
$413K +$4.94K +230 +1%
1
2
3 4 5

SCHK Hedge Fund Activity: Q3 2023 in Review

131 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q3 2023, worth a combined $1.56B — down 1.4% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SCHK positions and 8 closed out — a net gain of 3 holders — while 56 added to existing stakes and 30 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $34M. The largest seller was Legacy Wealth Management (Tennessee), cutting an estimated $2.11M.

  • 131 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q3 2023, up from 129 in Q2 2023.
  • Funds reported $1.56B of Schwab 1000 Index ETF stock for Q3 2023, down 1.4% quarter-over-quarter.
  • 11 funds opened new Schwab 1000 Index ETF positions in Q3 2023 and 8 closed out, a net change of +3 holders.
  • The largest Schwab 1000 Index ETF buyer in Q3 2023 was Financial Engines Advisors, an estimated $34M added.
  • The largest Schwab 1000 Index ETF seller in Q3 2023 was Legacy Wealth Management (Tennessee), an estimated $2.11M sold.

Based on aggregated 13F filings for Q3 2023.