Schwab 1000 Index ETF
SCHK
154 hedge funds and large institutions have $1.78B invested in Schwab 1000 Index ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 55 increasing their positions, 32 reducing their positions, and 11 closing their positions.
164% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 11
72% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 32
12% more funds holding
Funds holding: 138 → 154 (+16)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
2% less capital invested
Capital invested by funds: $1.81B → $1.78B (-$33.6M)
8.53% less ownership
Funds ownership: 111.98% → 103.45% (-8.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
Warwick Investment Management
Bryan,
Texas
|
+$50.5M |
| 2 |
Goldman Sachs
New York
|
+$12.3M |
| 3 |
MSFS
Main Street Financial Solutions
Newtown,
Pennsylvania
|
+$5.41M |
| 4 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$3.69M |
| 5 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$2.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWMT
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
-$237M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$38M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$6.06M |
| 4 |
WA
Waddell & Associates
Memphis,
Tennessee
|
-$1.24M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$997K |
SCHK Hedge Fund Activity: Q1 2024 in Review
154 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q1 2024, worth a combined $1.78B — down 1.9% from $1.81B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new SCHK positions and 11 closed out — a net gain of 18 holders — while 55 added to existing stakes and 32 trimmed.
The largest buyer was Warwick Investment Management, adding an estimated $50.5M. The largest seller was Legacy Wealth Management (Tennessee), cutting an estimated $237M.
- 154 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q1 2024, up from 138 in Q4 2023.
- Funds reported $1.78B of Schwab 1000 Index ETF stock for Q1 2024, down 1.9% quarter-over-quarter.
- 29 funds opened new Schwab 1000 Index ETF positions in Q1 2024 and 11 closed out, a net change of +18 holders.
- The largest Schwab 1000 Index ETF buyer in Q1 2024 was Warwick Investment Management, an estimated $50.5M added.
- The largest Schwab 1000 Index ETF seller in Q1 2024 was Legacy Wealth Management (Tennessee), an estimated $237M sold.
Based on aggregated 13F filings for Q1 2024.