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Schwab 1000 Index ETF
SCHK

72 hedge funds and large institutions have $346M invested in Schwab 1000 Index ETF in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

43% more capital invested

Capital invested by funds: $242M → $346M (+$104M)

17% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 18

11.85% more ownership

Funds ownership: 58.95% → 70.8% (+12%)

4% less funds holding

Funds holding: 75 → 72 (-3)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

Holders
72
Holders Change
-3
Holders Change %
-4%
% of All Funds
1.48%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
12
Increased
21
Reduced
18
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$85.5M
2
WA
Waddell & Associates
Tennessee
+$22.5M
3
5L
55I LLC
Massachusetts
+$583K
4
US Bancorp
US Bancorp
Minnesota
+$560K
5
Jane Street
Jane Street
New York
+$457K

Top Sellers

Rank Fund Capital Flow
1
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
-$36.2M
2
MML Investors Services
MML Investors Services
Massachusetts
-$15M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.06M
4
UWM
USAdvisors Wealth Management
Minnesota
-$1.57M
5
CG
Colony Group
Massachusetts
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
PK
51
Pflug Koory
Nebraska
$63K – – –
ME
52
McIlrath & Eck
Washington
$58K – – –
BAMG
53
Brand Asset Management Group
Missouri
$33K – – –
AF
54
Advisornet Financial
Minnesota
$23K – – –
Deutsche Bank
55
Deutsche Bank
Germany
$18K +$17.1K +1,196 New
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$17K – – –
NG
57
NWK Group
California
$15K – – –
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$14K -$9.65K -674 -42%
IA
59
IFP Advisors
Florida
$14K – – –
RBC
60
Roble Belko & Company
Pennsylvania
$14K – – –
CHA
61
Carmichael Hill & Associates
Maryland
$14K +$1.26K +88 +11%
EFSCE
62
Enterprise Financial Services Corp (EFSC)
Missouri
$10K – – –
CCA
63
Column Capital Advisors
Indiana
$8K – – –
SSB
64
Sandy Spring Bank
Maryland
$4K +$3.32K +232 New
PO
65
Private Ocean
California
$3K -$7.16K -500 -72%
RCG
66
Ruggie Capital Group
Florida
$3K – – –
WEC
67
Winslow Evans & Crocker
Massachusetts
$3K – – –
PAG
68
Private Advisor Group
New Jersey
$3K +$2.86K +200 New
IA
69
Independence Advisors
Pennsylvania
$2K +$57 +4 +4%
RG
70
Retirement Group
California
$2K +$1.72K +120 New
CL
71
Cabana LLC
Arkansas
$2K +$2.06K +144 New
UWM
72
USAdvisors Wealth Management
Minnesota
– -$1.57M -125,590 Closed
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
– -$745K -59,400 Closed
FM
74
Foster & Motley
Ohio
– -$467K -37,224 Closed
CB
75
Commerce Bank
Missouri
– -$409K -32,648 Closed
1 2
3
4

SCHK Hedge Fund Activity: Q2 2020 in Review

72 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q2 2020, worth a combined $346M — up 43% from $242M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SCHK and 12 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 21 added.

The largest buyer was Financial Engines Advisors, adding an estimated $85.5M. The largest seller was Legacy Wealth Management (Tennessee), cutting an estimated $36.2M.

  • 72 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q2 2020, down from 75 in Q1 2020.
  • Funds reported $346M of Schwab 1000 Index ETF stock for Q2 2020, up 43% quarter-over-quarter.
  • 12 funds opened new Schwab 1000 Index ETF positions in Q2 2020 and 15 closed out, a net change of -3 holders.
  • The largest Schwab 1000 Index ETF buyer in Q2 2020 was Financial Engines Advisors, an estimated $85.5M added.
  • The largest Schwab 1000 Index ETF seller in Q2 2020 was Legacy Wealth Management (Tennessee), an estimated $36.2M sold.

Based on aggregated 13F filings for Q2 2020.