Schwab 1000 Index ETF
SCHK
87 hedge funds and large institutions have $646M invested in Schwab 1000 Index ETF in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 13 closing their positions.
24% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 21
23% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 13
14% more capital invested
Capital invested by funds: $566M → $646M (+$80.5M)
2% more funds holding
Funds holding: 85 → 87 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.86% less ownership
Funds ownership: 81.04% → 80.18% (-0.86%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$64.9M |
| 2 |
PIP
Peachtree Investment Partners
Indian River Shores,,
Florida
|
+$1.08M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$934K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$810K |
| 5 |
B
Bailard
Foster City,
California
|
+$748K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWMT
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
-$23.7M |
| 2 |
EW
Element Wealth
Ridgeland,
Mississippi
|
-$1.17M |
| 3 |
LWM
Laidlaw Wealth Management
New York City,
New York
|
-$336K |
| 4 |
HB
Homrich & Berg
Atlanta,
Georgia
|
-$329K |
| 5 |
Bank of New York Mellon
New York
|
-$219K |
SCHK Hedge Fund Activity: Q1 2021 in Review
87 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q1 2021, worth a combined $646M — up 14% from $566M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new SCHK positions and 13 closed out — a net gain of 3 holders — while 26 added to existing stakes and 21 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $64.9M. The largest seller was Legacy Wealth Management (Tennessee), cutting an estimated $23.7M.
- 87 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q1 2021, up from 85 in Q4 2020.
- Funds reported $646M of Schwab 1000 Index ETF stock for Q1 2021, up 14% quarter-over-quarter.
- 16 funds opened new Schwab 1000 Index ETF positions in Q1 2021 and 13 closed out, a net change of +3 holders.
- The largest Schwab 1000 Index ETF buyer in Q1 2021 was Financial Engines Advisors, an estimated $64.9M added.
- The largest Schwab 1000 Index ETF seller in Q1 2021 was Legacy Wealth Management (Tennessee), an estimated $23.7M sold.
Based on aggregated 13F filings for Q1 2021.