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Schwab 1000 Index ETF
SCHK

92 hedge funds and large institutions have $732M invested in Schwab 1000 Index ETF in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 20

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

13% more capital invested

Capital invested by funds: $646M → $732M (+$85.7M)

6% more funds holding

Funds holding: 87 → 92 (+5)

0.34% more ownership

Funds ownership: 80.18% → 80.52% (+0.34%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
92
Holders Change
+5
Holders Change %
+5.75%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
32
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$64.5M
2
Jane Street
Jane Street
New York
+$2.02M
3
DACG
Donor Advised Charitable Giving
California
+$1.19M
4
CBFP
Cedar Brook Financial Partners
Ohio
+$766K
5
CA
Cetera Advisors
Colorado
+$650K

Top Sellers

Rank Fund Capital Flow
1
APP
Avantax Planning Partners
Iowa
-$1.83M
2
Goldman Sachs
Goldman Sachs
New York
-$1.66M
3
Citadel Advisors
Citadel Advisors
Florida
-$827K
4
TRCT
Tower Research Capital (TRC)
New York
-$485K
5
PA
Parkside Advisors
California
-$436K
Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
51
KCM Investment Advisors
California
$205K +$199K +9,600 New
MWM
52
Meridian Wealth Management
Kentucky
$205K +$200K +9,634 New
WPW
53
Warther Private Wealth
Ohio
$203K +$197K +9,476 New
Northern Trust
54
Northern Trust
Illinois
$203K +$198K +9,524 New
ZIC
55
ZWJ Investment Counsel
Georgia
$201K -$31.1K -1,500 -14%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$201K +$196K +9,444 New
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$175K +$498 +24 +0.3%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$164K +$63.5K +3,060 +66%
Wells Fargo
59
Wells Fargo
California
$163K +$16.6K +798 +12%
Deutsche Bank
60
Deutsche Bank
Germany
$148K +$45K +2,170 +46%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$96K +$50.6K +2,440 +118%
FA
62
Financial Advantage
Maryland
$94K -$59.4K -2,862 -39%
PK
63
Pflug Koory
Nebraska
$88K – – –
ME
64
McIlrath & Eck
Washington
$80K – – –
AF
65
Advisornet Financial
Minnesota
$64K +$207 +10 +0.3%
WA
66
Waddell & Associates
Tennessee
$35.3K +$472K +22,772 +1%
TRCT
67
Tower Research Capital (TRC)
New York
$35K -$485K -23,376 -93%
Barclays
68
Barclays
United Kingdom
$32K +$18.4K +888 +150%
SB
69
Strategic Blueprint
Georgia
$28K +$26.9K +1,296 New
CCA
70
Column Capital Advisors
Indiana
$27K +$15.1K +726 +130%
GIA
71
Goodwin Investment Advisory
Georgia
$22K +$21K +1,012 New
NG
72
NWK Group
California
$21K – – –
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$20K – – –
RG
74
Retirement Group
California
$20K – – –
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$17K – – –
1 2
3
4 5

SCHK Hedge Fund Activity: Q2 2021 in Review

92 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q2 2021, worth a combined $732M — up 13% from $646M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SCHK positions and 11 closed out — a net gain of 6 holders — while 32 added to existing stakes and 20 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $64.5M. The largest seller was Avantax Planning Partners, exiting entirely with an estimated $1.83M sold.

  • 92 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q2 2021, up from 87 in Q1 2021.
  • Funds reported $732M of Schwab 1000 Index ETF stock for Q2 2021, up 13% quarter-over-quarter.
  • 17 funds opened new Schwab 1000 Index ETF positions in Q2 2021 and 11 closed out, a net change of +6 holders.
  • The largest Schwab 1000 Index ETF buyer in Q2 2021 was Financial Engines Advisors, an estimated $64.5M added.
  • The largest Schwab 1000 Index ETF seller in Q2 2021 was Avantax Planning Partners, an estimated $1.83M sold.

Based on aggregated 13F filings for Q2 2021.