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Schwab 1000 Index ETF
SCHK

125 hedge funds and large institutions have $886M invested in Schwab 1000 Index ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 29

2.38% more ownership

Funds ownership: 86.84% → 89.23% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

5% less funds holding

Funds holding: 131 → 125 (-6)

12% less capital invested

Capital invested by funds: $1.01B → $886M (-$125M)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
125
Holders Change
-6
Holders Change %
-4.58%
% of All Funds
2.11%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
44
Reduced
29
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$44.3M
2
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
+$8.14M
3
Jane Street
Jane Street
New York
+$2.4M
4
ML
McAdam LLC
Pennsylvania
+$2.02M
5
Bank of America
Bank of America
North Carolina
+$1.59M

Top Sellers

Rank Fund Capital Flow
1
MF
Manchester Financial
California
-$2.56M
2
Goldman Sachs
Goldman Sachs
New York
-$959K
3
BPA
Beacon Pointe Advisors
California
-$670K
4
CG
Colony Group
Massachusetts
-$654K
5
MML Investors Services
MML Investors Services
Massachusetts
-$624K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFN
51
Focus Financial Network
Minnesota
$363K +$4.05K +204 +1%
OFG
52
Omega Financial Group
California
$351K +$1.31K +66 +0.3%
RDWM
53
Red Door Wealth Management
Tennessee
$338K – – –
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$321K +$186K +9,384 +115%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$314K -$419K -21,116 -55%
BSW
56
Buckingham Strategic Wealth
Missouri
$309K +$21.7K +1,092 +7%
LWM
57
Laidlaw Wealth Management
New York
$305K +$4.09K +206 +1%
WG
58
Welch Group
Alabama
$300K – – –
Morgan Stanley
59
Morgan Stanley
New York
$297K -$120K -6,038 -27%
FNBOMD
60
First National Bank of Mount Dora
Florida
$293K +$319K +16,062 New
ABC
61
Associated Banc-Corp
Wisconsin
$289K – – –
BBPWM
62
Blue Bell Private Wealth Management
Pennsylvania
$286K -$1.03K -52 -0.3%
PIA
63
Pinion Investment Advisors
Kansas
$284K +$1.19K +60 +0.4%
ACM
64
Advance Capital Management
Michigan
$283K – – –
Koshinski Asset Management
65
Koshinski Asset Management
Illinois
$272K +$834 +42 +0.3%
HWM
66
HB Wealth Management
Georgia
$262K – – –
IFA
67
Index Fund Advisors
California
$255K – – –
RJA
68
Raymond James & Associates
Florida
$243K – – –
ACM
69
Alamar Capital Management
California
$238K – – –
PCIA
70
Prime Capital Investment Advisors
Kansas
$233K -$179K -9,012 -41%
RC
71
RegentAtlantic Capital
New Jersey
$233K +$7.35K +370 +3%
CAI
72
Capital Advisors Inc
Oklahoma
$231K +$1.03K +52 +0.4%
RJFSA
73
Raymond James Financial Services Advisors
Florida
$227K -$18.7K -942 -7%
BC
74
Burleson & Co
California
$226K +$318 +16 +0.1%
Northern Trust
75
Northern Trust
Illinois
$226K +$56.9K +2,866 +30%
1 2
3
4 5

SCHK Hedge Fund Activity: Q2 2022 in Review

125 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q2 2022, worth a combined $886M — down 12% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SCHK and 14 opened new positions — a net loss of 6 holders — while 29 trimmed existing stakes and 44 added.

The largest buyer was Financial Engines Advisors, adding an estimated $44.3M. The largest seller was Manchester Financial, exiting entirely with an estimated $2.56M sold.

  • 125 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q2 2022, down from 131 in Q1 2022.
  • Funds reported $886M of Schwab 1000 Index ETF stock for Q2 2022, down 12% quarter-over-quarter.
  • 14 funds opened new Schwab 1000 Index ETF positions in Q2 2022 and 20 closed out, a net change of -6 holders.
  • The largest Schwab 1000 Index ETF buyer in Q2 2022 was Financial Engines Advisors, an estimated $44.3M added.
  • The largest Schwab 1000 Index ETF seller in Q2 2022 was Manchester Financial, an estimated $2.56M sold.

Based on aggregated 13F filings for Q2 2022.