We are live on ! Find out more
SCHK icon

Schwab 1000 Index ETF
SCHK

138 hedge funds and large institutions have $1.81B invested in Schwab 1000 Index ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 4 → 8 (+4)

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

16% more capital invested

Capital invested by funds: $1.56B → $1.81B (+$253M)

5% more funds holding

Funds holding: 131 → 138 (+7)

1.4% more ownership

Funds ownership: 110.58% → 111.98% (+1.4%)

5% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 39

Holders
138
Holders Change
+7
Holders Change %
+5.34%
% of All Funds
2.01%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
25
Increased
41
Reduced
39
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WIM
Warwick Investment Management
Texas
+$35.6M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$15.8M
3
Cerity Partners
Cerity Partners
New York
+$2.06M
4
NP
NorthRock Partners
Minnesota
+$1.51M
5
HighTower Advisors
HighTower Advisors
Illinois
+$930K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.9M
2
Jane Street
Jane Street
New York
-$1.23M
3
IA
IFP Advisors
Florida
-$829K
4
TRCT
Tower Research Capital (TRC)
New York
-$485K
5
KFS
Kaizen Financial Strategies
California
-$475K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$1.18M +$468K +21,800 +74%
CFO
27
Collective Family Office
Pennsylvania
$1.1M -$116K -5,400 -10%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$1.08M +$381K +17,708 +61%
LPL Financial
29
LPL Financial
California
$1.03M -$59.2K -2,756 -6%
RTL
30
Red Tortoise LLC
Georgia
$1.03M +$142K +6,622 +17%
HighTower Advisors
31
HighTower Advisors
Illinois
$997K +$930K +43,298 New
Morgan Stanley
32
Morgan Stanley
New York
$972K +$513K +23,856 +130%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$869K -$2.9M -134,762 -78%
SHFA
34
Sherrill & Hutchins Financial Advisory
Georgia
$866K +$808K +37,600 New
PCMC
35
Private Capital Management (Colorado)
Colorado
$850K +$64.5K +3,000 +9%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$808K -$344K -16,004 -31%
EFG
37
Everhart Financial Group
Ohio
$710K – – –
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$709K +$6.02K +280 +0.9%
EAM
39
Evanson Asset Management
California
$692K -$6.32K -294 -1%
VWA
40
Visionary Wealth Advisors
Illinois
$692K -$13.2K -612 -2%
CA
41
Cetera Advisors
Colorado
$614K -$988 -46 -0.2%
AA
42
Ancora Advisors
Ohio
$607K – – –
Jane Street
43
Jane Street
New York
$589K -$1.23M -57,376 -69%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$565K +$42.9K +1,998 +9%
AWS
45
Atria Wealth Solutions
New York
$564K -$21.1K -984 -4%
SAS
46
SMI Advisory Services
Indiana
$558K -$817 -38 -0.2%
Wells Fargo
47
Wells Fargo
California
$554K +$440K +20,460 +568%
RDWM
48
Red Door Wealth Management
Tennessee
$508K -$30.2K -1,404 -6%
JIC
49
Johnson Investment Counsel
Ohio
$488K +$2.62K +122 +0.6%
KFS
50
Kaizen Financial Strategies
California
$482K -$475K -22,122 -51%
1
2
3 4 5

SCHK Hedge Fund Activity: Q4 2023 in Review

138 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q4 2023, worth a combined $1.81B — up 16% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SCHK positions and 14 closed out — a net gain of 11 holders — while 41 added to existing stakes and 39 trimmed.

The largest buyer was Warwick Investment Management, opening a new position worth an estimated $35.6M. The largest seller was Susquehanna International Group, cutting an estimated $2.9M.

  • 138 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q4 2023, up from 131 in Q3 2023.
  • Funds reported $1.81B of Schwab 1000 Index ETF stock for Q4 2023, up 16% quarter-over-quarter.
  • 25 funds opened new Schwab 1000 Index ETF positions in Q4 2023 and 14 closed out, a net change of +11 holders.
  • The largest Schwab 1000 Index ETF buyer in Q4 2023 was Warwick Investment Management, an estimated $35.6M added.
  • The largest Schwab 1000 Index ETF seller in Q4 2023 was Susquehanna International Group, an estimated $2.9M sold.

Based on aggregated 13F filings for Q4 2023.