Schwab 1000 Index ETF
SCHK
85 hedge funds and large institutions have $566M invested in Schwab 1000 Index ETF in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 5 closing their positions.
340% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 5
35% more capital invested
Capital invested by funds: $420M → $566M (+$146M)
20% more funds holding
Funds holding: 71 → 85 (+14)
5.38% more ownership
Funds ownership: 75.67% → 81.04% (+5.4%)
0% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 22
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$85.6M |
| 2 |
Goldman Sachs
New York
|
+$1.48M |
| 3 |
LWMT
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
+$927K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$445K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$429K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$594K |
| 3 |
GAM
Garrison Asset Management
Fayetteville,
Arkansas
|
-$495K |
| 4 |
CG
Colony Group
Boston,
Massachusetts
|
-$204K |
| 5 |
PFWA
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
-$138K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
76
Tower Research Capital (TRC)
New York
| $4K | -$2.75K | -156 | -42% |
|
|
WEC
77
Winslow Evans & Crocker
Boston,
Massachusetts
| $4K | – | – | – |
|
|
FCH
78
Freestone Capital Holdings
Seattle,
Washington
| $3.81K | – | – | – |
|
|
SIAG
79
Safeguard Investment Advisory Group
Corona,
California
| $3K | +$3.56K | +202 | New |
|
|
RG
80
Retirement Group
San Diego,
California
| $2K | -$35 | -2 | -2% |
|
|
CL
81
COWA LLC
Tulsa,
Oklahoma
| $2K | +$1.76K | +100 | New |
|
|
WWMSC
82
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $2K | +$1.94K | +110 | New |
|
|
83
Citadel Advisors
Miami,
Florida
| – | -$1M | -60,840 | Closed |
|
|
84
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$594K | -36,040 | Closed |
|
|
GAM
85
Garrison Asset Management
Fayetteville,
Arkansas
| – | -$495K | -30,000 | Closed |
|
|
PFWA
86
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| – | -$138K | -8,358 | Closed |
|
87
UBS Group
Zurich,
Switzerland
| – | -$18K | -1,108 | Closed |
|
|
GWS
88
Glassman Wealth Services
Vienna,
Virginia
| – | +$35 | +2 | New |
|
SCHK Hedge Fund Activity: Q4 2020 in Review
85 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q4 2020, worth a combined $566M — up 35% from $420M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new SCHK positions and 5 closed out — a net gain of 17 holders — while 22 added to existing stakes and 22 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $85.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1M sold.
- 85 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q4 2020, up from 71 in Q3 2020.
- Funds reported $566M of Schwab 1000 Index ETF stock for Q4 2020, up 35% quarter-over-quarter.
- 22 funds opened new Schwab 1000 Index ETF positions in Q4 2020 and 5 closed out, a net change of +17 holders.
- The largest Schwab 1000 Index ETF buyer in Q4 2020 was Financial Engines Advisors, an estimated $85.6M added.
- The largest Schwab 1000 Index ETF seller in Q4 2020 was Citadel Advisors, an estimated $1M sold.
Based on aggregated 13F filings for Q4 2020.