We are live on ! Find out more
SCHK icon

Schwab 1000 Index ETF
SCHK

87 hedge funds and large institutions have $646M invested in Schwab 1000 Index ETF in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

14% more capital invested

Capital invested by funds: $566M → $646M (+$80.5M)

2% more funds holding

Funds holding: 85 → 87 (+2)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.86% less ownership

Funds ownership: 81.04% → 80.18% (-0.86%)

Holders
87
Holders Change
+2
Holders Change %
+2.35%
% of All Funds
1.53%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
26
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$64.9M
2
PIP
Peachtree Investment Partners
Florida
+$1.08M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$934K
4
Citadel Advisors
Citadel Advisors
Florida
+$810K
5
B
Bailard
California
+$748K

Top Sellers

Rank Fund Capital Flow
1
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
-$23.7M
2
EW
Element Wealth
Mississippi
-$1.17M
3
LWM
Laidlaw Wealth Management
New York
-$336K
4
HB
Homrich & Berg
Georgia
-$329K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$219K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
76
Column Capital Advisors
Indiana
$11K – – –
AFS
77
Annapolis Financial Services
Maryland
$9K – – –
NFSG
78
Newbridge Financial Services Group
Florida
$8K – – –
PO
79
Private Ocean
California
$8K – – –
JWA
80
JFS Wealth Advisors
Pennsylvania
$8K +$7.61K +394 New
SIS
81
Sound Income Strategies
Florida
$4.81K +$4.71K +244 New
HI
82
Harbour Investments
Wisconsin
$3K +$2.74K +142 New
APA
83
American Portfolios Advisors
New York
$2.98K +$2.93K +152 New
WWMSC
84
Wagner Wealth Management (South Carolina)
South Carolina
$2K – – –
CCM
85
Cribstone Capital Management
Maine
$1K – – –
LWM
86
Laidlaw Wealth Management
New York
– -$336K -17,968 Closed
HB
87
Homrich & Berg
Georgia
– -$329K -17,622 Closed
Bank of New York Mellon
88
Bank of New York Mellon
New York
– -$219K -11,736 Closed
FNT
89
First National Trust
Pennsylvania
– -$215K -11,490 Closed
TNB
90
Thomasville National Bank
Georgia
– -$205K -11,000 Closed
KCM
91
Kathmere Capital Management
Pennsylvania
– -$94K -5,020 Closed
IA
92
Inspire Advisors
Idaho
– -$67K -3,590 Closed
BC
93
Barnett & Company
Tennessee
– -$59K -3,200 Closed
OIM
94
Oder Investment Management
California
– -$20K -1,076 Closed
ASN
95
Advisory Services Network
Georgia
– -$9K -500 Closed
FCH
96
Freestone Capital Holdings
Washington
– -$3.81K -204 Closed
SIAG
97
Safeguard Investment Advisory Group
California
– -$3K -202 Closed
CL
98
COWA LLC
Oklahoma
– -$2K -100 Closed
1 2 3
4

SCHK Hedge Fund Activity: Q1 2021 in Review

87 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q1 2021, worth a combined $646M — up 14% from $566M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SCHK positions and 13 closed out — a net gain of 3 holders — while 26 added to existing stakes and 21 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $64.9M. The largest seller was Legacy Wealth Management (Tennessee), cutting an estimated $23.7M.

  • 87 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q1 2021, up from 85 in Q4 2020.
  • Funds reported $646M of Schwab 1000 Index ETF stock for Q1 2021, up 14% quarter-over-quarter.
  • 16 funds opened new Schwab 1000 Index ETF positions in Q1 2021 and 13 closed out, a net change of +3 holders.
  • The largest Schwab 1000 Index ETF buyer in Q1 2021 was Financial Engines Advisors, an estimated $64.9M added.
  • The largest Schwab 1000 Index ETF seller in Q1 2021 was Legacy Wealth Management (Tennessee), an estimated $23.7M sold.

Based on aggregated 13F filings for Q1 2021.