Schwab 1000 Index ETF
SCHK
188 hedge funds and large institutions have $2.01B invested in Schwab 1000 Index ETF in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 48 increasing their positions, 59 reducing their positions, and 13 closing their positions.
162% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 13
11% more funds holding
Funds holding: 170 → 188 (+18)
3% more capital invested
Capital invested by funds: $1.95B → $2.01B (+$56.9M)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
19% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 59
44% less call options, than puts
Call options by funds: $110K | Put options by funds: $195K
64.97% less ownership
Funds ownership: 115.17% → 50.2% (-65%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
+$12.5M |
| 2 |
WIM
Warwick Investment Management
Bryan,
Texas
|
+$5.48M |
| 3 |
AAG
Armstrong Advisory Group
Needham,
Massachusetts
|
+$2.65M |
| 4 |
Renaissance Technologies
New York
|
+$1.31M |
| 5 |
Mariner
Overland Park,
Kansas
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$270M |
| 2 |
LWMT
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
-$6.12M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3M |
| 4 |
WAG
Windsor Advisory Group
Columbus,
Ohio
|
-$907K |
| 5 |
PSA
Plum Street Advisors
New Orleans,
Louisiana
|
-$698K |
SCHK Hedge Fund Activity: Q4 2024 in Review
188 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q4 2024, worth a combined $2.01B — up 2.9% from $1.95B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new SCHK positions and 13 closed out — a net gain of 21 holders — while 48 added to existing stakes and 59 trimmed.
The largest buyer was Two Sigma Investments, opening a new position worth an estimated $12.5M. The largest seller was Financial Engines Advisors, cutting an estimated $270M.
- 188 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q4 2024, up from 170 in Q3 2024.
- Funds reported $2.01B of Schwab 1000 Index ETF stock for Q4 2024, up 2.9% quarter-over-quarter.
- 34 funds opened new Schwab 1000 Index ETF positions in Q4 2024 and 13 closed out, a net change of +21 holders.
- The largest Schwab 1000 Index ETF buyer in Q4 2024 was Two Sigma Investments, an estimated $12.5M added.
- The largest Schwab 1000 Index ETF seller in Q4 2024 was Financial Engines Advisors, an estimated $270M sold.
Based on aggregated 13F filings for Q4 2024.