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Schwab 1000 Index ETF
SCHK

98 hedge funds and large institutions have $825M invested in Schwab 1000 Index ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

70% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 20

13% more capital invested

Capital invested by funds: $732M → $825M (+$93M)

7% more funds holding

Funds holding: 92 → 98 (+6)

0.43% more ownership

Funds ownership: 80.52% → 80.95% (+0.43%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
98
Holders Change
+6
Holders Change %
+6.52%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
34
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$47.9M
2
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
+$2.61M
3
FTUS
Flow Traders U.S.
New York
+$1.95M
4
KBFS
Kohmann Bosshard Financial Services
Ohio
+$1.33M
5
TRCT
Tower Research Capital (TRC)
New York
+$1.25M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$878K
2
CBFP
Cedar Brook Financial Partners
Ohio
-$512K
3
PFWA
Paces Ferry Wealth Advisors
Georgia
-$313K
4
IA
IFP Advisors
Florida
-$231K
5
MF
Manchester Financial
California
-$226K
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
51
BerganKDV Wealth Management
Minnesota
$257K – – –
EW
52
Element Wealth
Mississippi
$256K – – –
BC
53
Burleson & Co
California
$247K +$307 +14 +0.1%
Creative Planning
54
Creative Planning
Kansas
$241K -$164K -7,490 -40%
TNB
55
Thomasville National Bank
Georgia
$234K – – –
Koshinski Asset Management
56
Koshinski Asset Management
Illinois
$228K +$235K +10,726 New
MF
57
Manchester Financial
California
$228K -$226K -10,322 -49%
CAI
58
Capital Advisors Inc
Oklahoma
$217K +$1.23K +56 +0.6%
KIA
59
KCM Investment Advisors
California
$207K +$2.45K +112 +1%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$207K +$6.83K +312 +3%
MWM
61
Meridian Wealth Management
Kentucky
$205K +$175 +8 +0.1%
WPW
62
Warther Private Wealth
Ohio
$204K -$88 -4 -0%
Northern Trust
63
Northern Trust
Illinois
$203K – – –
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$188K +$13.4K +614 +7%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$170K +$6.92K +316 +4%
PMFA
66
Plante Moran Financial Advisors
Michigan
$128K +$131K +6,000 New
Wells Fargo
67
Wells Fargo
California
$119K -$43.9K -2,002 -26%
RTL
68
Red Tortoise LLC
Georgia
$113K +$143K +6,508 New
Fidelity Investments
69
Fidelity Investments
Massachusetts
$95K -$613 -28 -0.6%
PK
70
Pflug Koory
Nebraska
$88K – – –
ME
71
McIlrath & Eck
Washington
$80K – – –
AF
72
Advisornet Financial
Minnesota
$64K +$175 +8 +0.3%
GKWIM
73
Gerber Kawasaki Wealth & Investment Management
California
$59K +$60.8K +2,776 New
FA
74
Financial Advantage
Maryland
$47K -$48.1K -2,198 -50%
Barclays
75
Barclays
United Kingdom
$39K +$7.89K +360 +24%
1 2
3
4 5

SCHK Hedge Fund Activity: Q3 2021 in Review

98 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q3 2021, worth a combined $825M — up 13% from $732M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SCHK positions and 6 closed out — a net gain of 7 holders — while 34 added to existing stakes and 20 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $47.9M. The largest seller was Jane Street, cutting an estimated $878K.

  • 98 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q3 2021, up from 92 in Q2 2021.
  • Funds reported $825M of Schwab 1000 Index ETF stock for Q3 2021, up 13% quarter-over-quarter.
  • 13 funds opened new Schwab 1000 Index ETF positions in Q3 2021 and 6 closed out, a net change of +7 holders.
  • The largest Schwab 1000 Index ETF buyer in Q3 2021 was Financial Engines Advisors, an estimated $47.9M added.
  • The largest Schwab 1000 Index ETF seller in Q3 2021 was Jane Street, an estimated $878K sold.

Based on aggregated 13F filings for Q3 2021.