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Schwab 1000 Index ETF
SCHK

121 hedge funds and large institutions have $1B invested in Schwab 1000 Index ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 33

13% more capital invested

Capital invested by funds: $886M → $1B (+$119M)

7.19% more ownership

Funds ownership: 89.23% → 96.42% (+7.2%)

3% less funds holding

Funds holding: 125 → 121 (-4)

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
121
Holders Change
-4
Holders Change %
-3.2%
% of All Funds
2.08%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
15
Increased
38
Reduced
33
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
+$155M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$28.9M
3
Bank of America
Bank of America
North Carolina
+$1.96M
4
SA
Shilanski & Associates
Alaska
+$1.71M
5
PCMC
Private Capital Management (Colorado)
Colorado
+$1.39M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$6.82M
2
Cerity Partners
Cerity Partners
New York
-$1.39M
3
NP
NorthRock Partners
Minnesota
-$1.28M
4
Citadel Advisors
Citadel Advisors
Florida
-$648K
5
5L
55I LLC
Massachusetts
-$526K
Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
76
Cardiff Park Advisors
California
$151K +$654 +34 +0.4%
EW
77
Element Wealth
Mississippi
$146K – – –
ACA
78
Aptus Capital Advisors
Alabama
$138K +$137K +7,100 +807%
GWANC
79
Guardian Wealth Advisors (North Carolina)
North Carolina
$138K +$137K +7,100 +807%
Wells Fargo
80
Wells Fargo
California
$130K -$512K -26,598 -78%
PFPT
81
Pinnacle Financial Partners (Tennessee)
Tennessee
$104K +$115K +6,000 New
AF
82
Allworth Financial
California
$93K +$56K +2,910 +119%
PMFA
83
Plante Moran Financial Advisors
Michigan
$83K +$92.2K +4,792 New
PK
84
Pflug Koory
Nebraska
$72K – – –
RDIA
85
RE Dickinson Investment Advisors
Iowa
$65K -$49.8K -2,590 -41%
ME
86
McIlrath & Eck
Washington
$65K – – –
BTI
87
Blue Trust Inc
Georgia
$62K +$65.9K +3,424 New
Fidelity Investments
88
Fidelity Investments
Massachusetts
$59K -$1.69K -88 -3%
HCP
89
Hexagon Capital Partners
Arkansas
$58K +$64.3K +3,344 New
Qube Research & Technologies (QRT)
90
Qube Research & Technologies (QRT)
United Kingdom
$56K +$30.2K +1,570 +93%
TCM
91
TD Capital Management
Tennessee
$56K +$62.6K +3,256 New
JP Morgan Chase
92
JP Morgan Chase
New York
$55K +$60.8K +3,158 New
CCA
93
Column Capital Advisors
Indiana
$36K – – –
FA
94
Financial Advantage
Maryland
$33K -$1.08K -56 -3%
AW
95
Avion Wealth
Texas
$22K – – –
NG
96
NWK Group
California
$17K – – –
OFG
97
Oxford Financial Group
Indiana
$17K – – –
CIA
98
Choate Investment Advisors
Massachusetts
$15K – – –
CA
99
Clearstead Advisors
Ohio
$15K +$77 +4 +0.5%
GIA
100
GHP Investment Advisors
Colorado
$13K -$6.23K -324 -29%
2 3
4
5 6

SCHK Hedge Fund Activity: Q3 2022 in Review

121 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q3 2022, worth a combined $1B — up 13% from $886M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of SCHK and 15 opened new positions — a net loss of 4 holders — while 33 trimmed existing stakes and 38 added.

The largest buyer was Legacy Wealth Management (Tennessee), adding an estimated $155M. The largest seller was Goldman Sachs, cutting an estimated $6.82M.

  • 121 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q3 2022, down from 125 in Q2 2022.
  • Funds reported $1B of Schwab 1000 Index ETF stock for Q3 2022, up 13% quarter-over-quarter.
  • 15 funds opened new Schwab 1000 Index ETF positions in Q3 2022 and 19 closed out, a net change of -4 holders.
  • The largest Schwab 1000 Index ETF buyer in Q3 2022 was Legacy Wealth Management (Tennessee), an estimated $155M added.
  • The largest Schwab 1000 Index ETF seller in Q3 2022 was Goldman Sachs, an estimated $6.82M sold.

Based on aggregated 13F filings for Q3 2022.