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Schwab 1000 Index ETF
SCHK

85 hedge funds and large institutions have $566M invested in Schwab 1000 Index ETF in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

35% more capital invested

Capital invested by funds: $420M → $566M (+$146M)

20% more funds holding

Funds holding: 71 → 85 (+14)

5.38% more ownership

Funds ownership: 75.67% → 81.04% (+5.4%)

0% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 22

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
85
Holders Change
+14
Holders Change %
+19.72%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
22
Increased
22
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$85.6M
2
Goldman Sachs
Goldman Sachs
New York
+$1.48M
3
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
+$927K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$445K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$429K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$594K
3
GAM
Garrison Asset Management
Arkansas
-$495K
4
CG
Colony Group
Massachusetts
-$204K
5
PFWA
Paces Ferry Wealth Advisors
Georgia
-$138K
Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
51
Kathmere Capital Management
Pennsylvania
$94K -$24.2K -1,376 -22%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$83K +$78.7K +4,466 New
PK
53
Pflug Koory
Nebraska
$77K – – –
ME
54
McIlrath & Eck
Washington
$70K – – –
IA
55
Inspire Advisors
Idaho
$67K +$63.2K +3,590 New
AF
56
Advisornet Financial
Minnesota
$60K +$29.8K +1,692 +113%
BC
57
Barnett & Company
Tennessee
$59K +$52.8K +3,000 +1,500%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$42K +$10.6K +604 +36%
FA
59
Financial Advantage
Maryland
$41K +$39.3K +2,232 New
BAMG
60
Brand Asset Management Group
Missouri
$40K – – –
EFSCE
61
Enterprise Financial Services Corp (EFSC)
Missouri
$35K +$21K +1,190 +177%
CHA
62
Carmichael Hill & Associates
Maryland
$21K +$740 +42 +4%
OIM
63
Oder Investment Management
California
$20K +$19K +1,076 New
NG
64
NWK Group
California
$19K – – –
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$17K – – –
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$17K – – –
IA
67
IFP Advisors
Florida
$16K -$1.06K -60 -7%
VFA
68
Valeo Financial Advisors
Indiana
$13K -$39.5K -2,244 -77%
RBC
69
Roble Belko & Company
Pennsylvania
$13K -$3.81K -216 -23%
IAIM
70
International Assets Investment Management
Florida
$11K +$10.7K +610 New
CCA
71
Column Capital Advisors
Indiana
$10K – – –
ASN
72
Advisory Services Network
Georgia
$9K – – –
NFSG
73
Newbridge Financial Services Group
Florida
$8K +$7.26K +412 New
AFS
74
Annapolis Financial Services
Maryland
$8K +$7.93K +450 New
PO
75
Private Ocean
California
$7K +$3.28K +186 +94%
1 2
3
4

SCHK Hedge Fund Activity: Q4 2020 in Review

85 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q4 2020, worth a combined $566M — up 35% from $420M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SCHK positions and 5 closed out — a net gain of 17 holders — while 22 added to existing stakes and 22 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $85.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1M sold.

  • 85 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q4 2020, up from 71 in Q3 2020.
  • Funds reported $566M of Schwab 1000 Index ETF stock for Q4 2020, up 35% quarter-over-quarter.
  • 22 funds opened new Schwab 1000 Index ETF positions in Q4 2020 and 5 closed out, a net change of +17 holders.
  • The largest Schwab 1000 Index ETF buyer in Q4 2020 was Financial Engines Advisors, an estimated $85.6M added.
  • The largest Schwab 1000 Index ETF seller in Q4 2020 was Citadel Advisors, an estimated $1M sold.

Based on aggregated 13F filings for Q4 2020.