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Schwab 1000 Index ETF
SCHK

123 hedge funds and large institutions have $1B invested in Schwab 1000 Index ETF in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 9

94% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 18

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

26% more funds holding

Funds holding: 98 → 123 (+25)

21% more capital invested

Capital invested by funds: $825M → $1B (+$176M)

3.82% more ownership

Funds ownership: 80.95% → 84.77% (+3.8%)

Holders
123
Holders Change
+25
Holders Change %
+25.51%
% of All Funds
1.89%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
35
Increased
35
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$71.3M
2
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
+$6.4M
3
BIP
Blueprint Investment Partners
North Carolina
+$3.89M
4
Goldman Sachs
Goldman Sachs
New York
+$3.6M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.99M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$1.9M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.79M
3
Jane Street
Jane Street
New York
-$1.22M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.19M
5
TRCT
Tower Research Capital (TRC)
New York
-$635K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$460K +$191K +8,428 +74%
OFG
52
Omega Financial Group
California
$445K -$3.13K -138 -0.7%
WG
53
Welch Group
Alabama
$445K +$434K +19,116 New
LWM
54
Laidlaw Wealth Management
New York
$414K +$403K +17,760 New
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$395K -$1.19M -52,602 -76%
ACM
56
Advance Capital Management
Michigan
$391K +$381K +16,804 New
BSW
57
Buckingham Strategic Wealth
Missouri
$369K – – –
BBPWM
58
Blue Bell Private Wealth Management
Pennsylvania
$368K +$9.12K +402 +3%
PIA
59
Pinion Investment Advisors
Kansas
$361K +$1.23K +54 +0.3%
Koshinski Asset Management
60
Koshinski Asset Management
Illinois
$347K +$94.3K +4,160 +39%
ACA
61
Atlas Capital Advisors
Wyoming
$341K +$14K +616 +4%
IFA
62
Index Fund Advisors
California
$326K +$317K +14,000 New
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$325K +$317K +13,964 New
RJA
64
Raymond James & Associates
Florida
$311K – – –
PFC
65
Phocas Financial Corp
California
$310K – – –
ACM
66
Alamar Capital Management
California
$305K +$297K +13,078 New
BWM
67
BerganKDV Wealth Management
Minnesota
$281K – – –
EW
68
Element Wealth
Mississippi
$280K – – –
BC
69
Burleson & Co
California
$270K +$317 +14 +0.1%
TNB
70
Thomasville National Bank
Georgia
$256K – – –
RC
71
RegentAtlantic Capital
New Jersey
$254K +$247K +10,906 New
CAI
72
Capital Advisors Inc
Oklahoma
$236K -$1.23K -54 -0.5%
DY
73
Dowling & Yahnke
California
$233K +$227K +10,000 New
RDIA
74
RE Dickinson Investment Advisors
Iowa
$230K +$224K +9,864 New
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$227K +$363 +16 +0.2%
1 2
3
4 5

SCHK Hedge Fund Activity: Q4 2021 in Review

123 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q4 2021, worth a combined $1B — up 21% from $825M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SCHK positions and 9 closed out — a net gain of 26 holders — while 35 added to existing stakes and 18 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $71.3M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.9M sold.

  • 123 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q4 2021, up from 98 in Q3 2021.
  • Funds reported $1B of Schwab 1000 Index ETF stock for Q4 2021, up 21% quarter-over-quarter.
  • 35 funds opened new Schwab 1000 Index ETF positions in Q4 2021 and 9 closed out, a net change of +26 holders.
  • The largest Schwab 1000 Index ETF buyer in Q4 2021 was Financial Engines Advisors, an estimated $71.3M added.
  • The largest Schwab 1000 Index ETF seller in Q4 2021 was Flow Traders U.S., an estimated $1.9M sold.

Based on aggregated 13F filings for Q4 2021.