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Schwab 1000 Index ETF
SCHK

138 hedge funds and large institutions have $1.81B invested in Schwab 1000 Index ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 4 → 8 (+4)

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

16% more capital invested

Capital invested by funds: $1.56B → $1.81B (+$253M)

5% more funds holding

Funds holding: 131 → 138 (+7)

1.4% more ownership

Funds ownership: 110.58% → 111.98% (+1.4%)

5% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 39

Holders
138
Holders Change
+7
Holders Change %
+5.34%
% of All Funds
2.01%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
25
Increased
41
Reduced
39
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WIM
Warwick Investment Management
Texas
+$35.6M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$15.8M
3
Cerity Partners
Cerity Partners
New York
+$2.06M
4
NP
NorthRock Partners
Minnesota
+$1.51M
5
HighTower Advisors
HighTower Advisors
Illinois
+$930K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.9M
2
Jane Street
Jane Street
New York
-$1.23M
3
IA
IFP Advisors
Florida
-$829K
4
TRCT
Tower Research Capital (TRC)
New York
-$485K
5
KFS
Kaizen Financial Strategies
California
-$475K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
51
Stratos Wealth Advisors
Ohio
$467K +$44.1K +2,052 +11%
CA
52
Crewe Advisors
Utah
$461K +$6.62K +308 +2%
LIM
53
Leavell Investment Management
Alabama
$460K – – –
RJA
54
Raymond James & Associates
Florida
$459K +$150K +6,978 +54%
ML
55
McAdam LLC
Pennsylvania
$446K -$13.6K -632 -3%
SCM
56
SOL Capital Management
Maryland
$438K – – –
VT
57
Vise Technologies
New York
$404K -$9.67K -450 -3%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$401K -$19K -886 -5%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$398K -$10.1K -468 -3%
PCIA
60
Prime Capital Investment Advisors
Kansas
$396K -$63K -2,934 -15%
TIAA Trust, National Association
61
TIAA Trust, National Association
North Carolina
$388K +$362K +16,826 New
FFN
62
Focus Financial Network
Minnesota
$384K +$516 +24 +0.1%
WG
63
Welch Group
Alabama
$375K – – –
PIA
64
Pinion Investment Advisors
Kansas
$368K +$1.38K +64 +0.4%
ABC
65
Associated Banc-Corp
Wisconsin
$365K – – –
ACM
66
Alamar Capital Management
California
$364K +$860 +40 +0.3%
CPIG
67
Chicago Partners Investment Group
Illinois
$342K – – –
OFG
68
Omega Financial Group
California
$334K -$71.3K -3,318 -19%
BBPWM
69
Blue Bell Private Wealth Management
Pennsylvania
$332K -$8.34K -388 -3%
AWM
70
Axxcess Wealth Management
California
$329K -$107K -4,968 -26%
HWM
71
HB Wealth Management
Georgia
$323K +$215 +10 +0.1%
USCWA
72
U.S. Capital Wealth Advisors
Texas
$314K – – –
Osaic Holdings
73
Osaic Holdings
Arizona
$311K -$67.9K -3,162 -19%
Northern Trust
74
Northern Trust
Illinois
$285K – – –
Corient Private Wealth
75
Corient Private Wealth
Florida
$274K +$344 +16 +0.1%
1 2
3
4 5

SCHK Hedge Fund Activity: Q4 2023 in Review

138 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q4 2023, worth a combined $1.81B — up 16% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SCHK positions and 14 closed out — a net gain of 11 holders — while 41 added to existing stakes and 39 trimmed.

The largest buyer was Warwick Investment Management, opening a new position worth an estimated $35.6M. The largest seller was Susquehanna International Group, cutting an estimated $2.9M.

  • 138 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q4 2023, up from 131 in Q3 2023.
  • Funds reported $1.81B of Schwab 1000 Index ETF stock for Q4 2023, up 16% quarter-over-quarter.
  • 25 funds opened new Schwab 1000 Index ETF positions in Q4 2023 and 14 closed out, a net change of +11 holders.
  • The largest Schwab 1000 Index ETF buyer in Q4 2023 was Warwick Investment Management, an estimated $35.6M added.
  • The largest Schwab 1000 Index ETF seller in Q4 2023 was Susquehanna International Group, an estimated $2.9M sold.

Based on aggregated 13F filings for Q4 2023.