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Schwab 1000 Index ETF
SCHK

71 hedge funds and large institutions have $420M invested in Schwab 1000 Index ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $346M → $420M (+$74.2M)

4.86% more ownership

Funds ownership: 70.8% → 75.67% (+4.9%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

1% less funds holding

Funds holding: 72 → 71 (-1)

Holders
71
Holders Change
-1
Holders Change %
-1.39%
% of All Funds
1.43%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
6
Increased
20
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$52.3M
2
5L
55I LLC
Massachusetts
+$483K
3
Citadel Advisors
Citadel Advisors
Florida
+$384K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$135K
5
MML Investors Services
MML Investors Services
Massachusetts
+$109K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$2.56M
2
APP
Avantax Planning Partners
Iowa
-$1.23M
3
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
-$1.09M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$962K
5
TRCT
Tower Research Capital (TRC)
New York
-$750K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$27K +$27.1K +1,662 New
AF
52
Advisornet Financial
Minnesota
$25K -$229 -14 -0.9%
UBS Group
53
UBS Group
Switzerland
$18K -$79.8K -4,890 -82%
CHA
54
Carmichael Hill & Associates
Maryland
$18K +$3.3K +202 +23%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$17K – – –
NG
56
NWK Group
California
$16K – – –
IA
57
IFP Advisors
Florida
$15K -$1.04K -64 -7%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$15K – – –
RBC
59
Roble Belko & Company
Pennsylvania
$15K – – –
EFSCE
60
Enterprise Financial Services Corp (EFSC)
Missouri
$11K – – –
CCA
61
Column Capital Advisors
Indiana
$9K – – –
ASN
62
Advisory Services Network
Georgia
$8K +$8.16K +500 New
TRCT
63
Tower Research Capital (TRC)
New York
$6K -$750K -45,956 -99%
FCH
64
Freestone Capital Holdings
Washington
$3.35K +$3.33K +204 New
PO
65
Private Ocean
California
$3K – – –
WEC
66
Winslow Evans & Crocker
Massachusetts
$3K – – –
BC
67
Barnett & Company
Tennessee
$3K +$3.27K +200 New
IA
68
Independence Advisors
Pennsylvania
$2K – – –
RG
69
Retirement Group
California
$2K +$33 +2 +2%
GIA
70
Gladstone Institutional Advisory
Florida
– -$701K -46,216 Closed
LWAC
71
Laurel Wealth Advisors (California)
California
– -$301K -19,804 Closed
AWM
72
Apollon Wealth Management
South Carolina
– -$67K -4,384 Closed
SSB
73
Sandy Spring Bank
Maryland
– -$4K -232 Closed
PAG
74
Private Advisor Group
New Jersey
– -$3K -200 Closed
RCG
75
Ruggie Capital Group
Florida
– -$3K -200 Closed
1 2
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SCHK Hedge Fund Activity: Q3 2020 in Review

71 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q3 2020, worth a combined $420M — up 21% from $346M a quarter earlier.

Fund positioning in SCHK was balanced in Q3 2020: 6 funds opened new positions, 6 closed out, 20 added to existing stakes and 22 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $52.3M. The largest seller was Jane Street, cutting an estimated $2.56M.

  • 71 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q3 2020, down from 72 in Q2 2020.
  • Funds reported $420M of Schwab 1000 Index ETF stock for Q3 2020, up 21% quarter-over-quarter.
  • 6 funds opened new Schwab 1000 Index ETF positions in Q3 2020 and 6 closed out, a net change of 0 holders.
  • The largest Schwab 1000 Index ETF buyer in Q3 2020 was Financial Engines Advisors, an estimated $52.3M added.
  • The largest Schwab 1000 Index ETF seller in Q3 2020 was Jane Street, an estimated $2.56M sold.

Based on aggregated 13F filings for Q3 2020.