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Schwab 1000 Index ETF
SCHK

98 hedge funds and large institutions have $825M invested in Schwab 1000 Index ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

70% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 20

13% more capital invested

Capital invested by funds: $732M → $825M (+$93M)

7% more funds holding

Funds holding: 92 → 98 (+6)

0.43% more ownership

Funds ownership: 80.52% → 80.95% (+0.43%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
98
Holders Change
+6
Holders Change %
+6.52%
% of All Funds
1.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
34
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$47.9M
2
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
+$2.61M
3
FTUS
Flow Traders U.S.
New York
+$1.95M
4
KBFS
Kohmann Bosshard Financial Services
Ohio
+$1.33M
5
TRCT
Tower Research Capital (TRC)
New York
+$1.25M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$878K
2
CBFP
Cedar Brook Financial Partners
Ohio
-$512K
3
PFWA
Paces Ferry Wealth Advisors
Georgia
-$313K
4
IA
IFP Advisors
Florida
-$231K
5
MF
Manchester Financial
California
-$226K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIAP
76
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$32K +$16.4K +750 +100%
CCA
77
Column Capital Advisors
Indiana
$27K – – –
GIA
78
Goodwin Investment Advisory
Georgia
$22K – – –
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$21K – – –
NG
80
NWK Group
California
$21K – – –
RG
81
Retirement Group
California
$20K – – –
IA
82
IFP Advisors
Florida
$14K -$231K -10,566 -94%
RBC
83
Roble Belko & Company
Pennsylvania
$11K – – –
NFSG
84
Newbridge Financial Services Group
Florida
$9K – – –
JWA
85
JFS Wealth Advisors
Pennsylvania
$9K +$657 +30 +8%
PO
86
Private Ocean
California
$8K – – –
AFS
87
Annapolis Financial Services
Maryland
$5K – – –
TCM
88
TD Capital Management
Tennessee
$4K +$44 +2 +1%
HI
89
Harbour Investments
Wisconsin
$4K +$307 +14 +9%
GAM
90
Gemmer Asset Management
California
$4K +$4.38K +200 New
APA
91
American Portfolios Advisors
New York
$3.24K – – –
WWMSC
92
Wagner Wealth Management (South Carolina)
South Carolina
$3K – – –
HFS
93
Hantz Financial Services
Michigan
$2K – – –
CCM
94
Cribstone Capital Management
Maine
$1K – – –
GEA
95
Glen Eagle Advisors
New Jersey
$812 +$832 +38 New
PFWA
96
Paces Ferry Wealth Advisors
Georgia
– -$313K -14,694 Closed
ZIC
97
ZWJ Investment Counsel
Georgia
– -$201K -9,402 Closed
Deutsche Bank
98
Deutsche Bank
Germany
– -$148K -6,938 Closed
SB
99
Strategic Blueprint
Georgia
– -$28K -1,296 Closed
ASN
100
Advisory Services Network
Georgia
– -$11K -500 Closed
1 2 3
4
5

SCHK Hedge Fund Activity: Q3 2021 in Review

98 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q3 2021, worth a combined $825M — up 13% from $732M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SCHK positions and 6 closed out — a net gain of 7 holders — while 34 added to existing stakes and 20 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $47.9M. The largest seller was Jane Street, cutting an estimated $878K.

  • 98 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q3 2021, up from 92 in Q2 2021.
  • Funds reported $825M of Schwab 1000 Index ETF stock for Q3 2021, up 13% quarter-over-quarter.
  • 13 funds opened new Schwab 1000 Index ETF positions in Q3 2021 and 6 closed out, a net change of +7 holders.
  • The largest Schwab 1000 Index ETF buyer in Q3 2021 was Financial Engines Advisors, an estimated $47.9M added.
  • The largest Schwab 1000 Index ETF seller in Q3 2021 was Jane Street, an estimated $878K sold.

Based on aggregated 13F filings for Q3 2021.