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Schwab 1000 Index ETF
SCHK

131 hedge funds and large institutions have $1.01B invested in Schwab 1000 Index ETF in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

35% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 31

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

7% more funds holding

Funds holding: 123 → 131 (+8)

2.07% more ownership

Funds ownership: 84.77% → 86.84% (+2.1%)

1% more capital invested

Capital invested by funds: $1B → $1.01B (+$9.9M)

Holders
131
Holders Change
+8
Holders Change %
+6.5%
% of All Funds
2.07%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
22
Increased
42
Reduced
31
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$59.5M
2
Goldman Sachs
Goldman Sachs
New York
+$8.03M
3
MF
Manchester Financial
California
+$2.53M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.08M
5
Mariner
Mariner
Kansas
+$1.56M

Top Sellers

Rank Fund Capital Flow
1
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
-$5.44M
2
TDWM
Topel & Distasi Wealth Management
California
-$2.65M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.6M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.29M
5
B
Bailard
California
-$902K
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
76
BerganKDV Wealth Management
Minnesota
$266K – – –
EW
77
Element Wealth
Mississippi
$256K -$8.68K -400 -3%
CAM
78
Concorde Asset Management
Michigan
$248K +$245K +11,282 New
TNB
79
Thomasville National Bank
Georgia
$242K – – –
KIA
80
KCM Investment Advisors
California
$239K +$24.4K +1,124 +12%
DY
81
Dowling & Yahnke
California
$220K – – –
MWM
82
Meridian Wealth Management
Kentucky
$214K +$608 +28 +0.3%
Northern Trust
83
Northern Trust
Illinois
$210K – – –
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$208K -$6.25K -288 -3%
SPC
85
Sigma Planning Corp
Michigan
$208K +$205K +9,454 New
OC
86
Oppenheimer & Co
New York
$201K – – –
CPA
87
Cardiff Park Advisors
California
$191K +$521 +24 +0.3%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$180K – – –
RDIA
89
RE Dickinson Investment Advisors
Iowa
$148K -$68.2K -3,142 -32%
Wells Fargo
90
Wells Fargo
California
$146K +$3.34K +154 +2%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$104K +$5.73K +264 +6%
PK
92
Pflug Koory
Nebraska
$91K – – –
ME
93
McIlrath & Eck
Washington
$82K – – –
AF
94
Advisornet Financial
Minnesota
$67K +$174 +8 +0.3%
COCM
95
Charter Oak Capital Management
New Hampshire
$66K +$64.9K +2,990 New
FA
96
Financial Advantage
Maryland
$49K – – –
UBS Group
97
UBS Group
Switzerland
$46K -$90.2K -4,158 -67%
CCA
98
Column Capital Advisors
Indiana
$46K +$17.5K +806 +63%
GAM
99
Gemmer Asset Management
California
$42K +$87 +4 +0.2%
GIA
100
GHP Investment Advisors
Colorado
$37K +$36.7K +1,690 New
2 3
4
5 6

SCHK Hedge Fund Activity: Q1 2022 in Review

131 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q1 2022, worth a combined $1.01B — up 0.99% from $1B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SCHK positions and 12 closed out — a net gain of 10 holders — while 42 added to existing stakes and 31 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $59.5M. The largest seller was Legacy Wealth Management (Tennessee), cutting an estimated $5.44M.

  • 131 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q1 2022, up from 123 in Q4 2021.
  • Funds reported $1.01B of Schwab 1000 Index ETF stock for Q1 2022, up 0.99% quarter-over-quarter.
  • 22 funds opened new Schwab 1000 Index ETF positions in Q1 2022 and 12 closed out, a net change of +10 holders.
  • The largest Schwab 1000 Index ETF buyer in Q1 2022 was Financial Engines Advisors, an estimated $59.5M added.
  • The largest Schwab 1000 Index ETF seller in Q1 2022 was Legacy Wealth Management (Tennessee), an estimated $5.44M sold.

Based on aggregated 13F filings for Q1 2022.