Schwab 1000 Index ETF
SCHK
55 hedge funds and large institutions have $241M invested in Schwab 1000 Index ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 6 closing their positions.
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
88% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 8
17% more funds holding
Funds holding: 47 → 55 (+8)
15% more capital invested
Capital invested by funds: $209M → $241M (+$31.9M)
2.04% more ownership
Funds ownership: 56.05% → 58.09% (+2%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWMT
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
+$15M |
| 2 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$4.52M |
| 3 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$3.73M |
| 4 |
C
Clearshares
New York
|
+$2.13M |
| 5 |
Jane Street
New York
|
+$1.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$3.31M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$675K |
| 3 |
PIP
Peachtree Investment Partners
Indian River Shores,,
Florida
|
-$530K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$453K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$436K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWM
51
Meridian Wealth Management
Lexington,
Kentucky
| $1.92K | +$189K | +13,290 | New |
|
52
Morgan Stanley
New York
| $1K | +$709 | +50 | New |
|
|
S
53
SignatureFD
Atlanta,
Georgia
| $1K | +$1.05K | +74 | New |
|
|
ACA
54
Ackerman Capital Advisors
Dallas,
Texas
| $342 | – | – | – |
|
|
HWA
55
Heritage Wealth Advisors
Richmond,
Virginia
| $115 | – | – | – |
|
|
PPA
56
Parametric Portfolio Associates
Seattle,
Washington
| – | -$3.31M | -238,118 | Closed |
|
|
SS
57
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$675K | -48,502 | Closed |
|
|
PIP
58
Peachtree Investment Partners
Indian River Shores,,
Florida
| – | -$530K | -38,056 | Closed |
|
|
59
Citadel Advisors
Miami,
Florida
| – | -$453K | -32,568 | Closed |
|
|
WCM
60
WealthBridge Capital Management
Westerville,
Ohio
| – | -$100K | -7,050 | Closed |
|
|
SIM
61
Sonora Investment Management
Tucson,
Arizona
| – | -$8K | -610 | Closed |
|
|
PO
62
Private Ocean
San Rafael,
California
| – | +$397 | +28 | New |
|
SCHK Hedge Fund Activity: Q2 2019 in Review
55 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q2 2019, worth a combined $241M — up 15% from $209M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new SCHK positions and 6 closed out — a net gain of 8 holders — while 15 added to existing stakes and 8 trimmed.
The largest buyer was Legacy Wealth Management (Tennessee), adding an estimated $15M. The largest seller was Parametric Portfolio Associates, exiting entirely with an estimated $3.31M sold.
- 55 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q2 2019, up from 47 in Q1 2019.
- Funds reported $241M of Schwab 1000 Index ETF stock for Q2 2019, up 15% quarter-over-quarter.
- 14 funds opened new Schwab 1000 Index ETF positions in Q2 2019 and 6 closed out, a net change of +8 holders.
- The largest Schwab 1000 Index ETF buyer in Q2 2019 was Legacy Wealth Management (Tennessee), an estimated $15M added.
- The largest Schwab 1000 Index ETF seller in Q2 2019 was Parametric Portfolio Associates, an estimated $3.31M sold.
Based on aggregated 13F filings for Q2 2019.