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Schwab 1000 Index ETF
SCHK

132 hedge funds and large institutions have $1.22B invested in Schwab 1000 Index ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

85% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 26

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

21% more capital invested

Capital invested by funds: $1B → $1.22B (+$213M)

9% more funds holding

Funds holding: 121 → 132 (+11)

8.64% more ownership

Funds ownership: 96.42% → 105.05% (+8.6%)

Holders
132
Holders Change
+11
Holders Change %
+9.09%
% of All Funds
2.12%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
23
Increased
48
Reduced
26
Closed
10
Calls
$111K
Puts
–
Net Calls
+$111K
Net Calls Change
+$111K

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$167M
2
HSA
HBK Sorce Advisory
Pennsylvania
+$2.63M
3
RDWM
Red Door Wealth Management
Tennessee
+$2.43M
4
WA
Waddell & Associates
Tennessee
+$2.16M
5
Bank of America
Bank of America
North Carolina
+$2.11M

Top Sellers

Rank Fund Capital Flow
1
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
-$25.4M
2
Jane Street
Jane Street
New York
-$2.12M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.79M
4
ML
McAdam LLC
Pennsylvania
-$1.63M
5
SA
Shilanski & Associates
Alaska
-$1.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCIA
76
Prime Capital Investment Advisors
Kansas
$225K – – –
BWM
77
BerganKDV Wealth Management
Minnesota
$223K – – –
PIP
78
Peachtree Investment Partners
Florida
$192K -$855 -46 -0.4%
Wells Fargo
79
Wells Fargo
California
$173K +$34.7K +1,868 +25%
ACA
80
Atlas Capital Advisors
Wyoming
$173K -$46.2K -2,488 -21%
CPA
81
Cardiff Park Advisors
California
$162K +$706 +38 +0.4%
RTL
82
Red Tortoise LLC
Georgia
$159K +$160K +8,592 New
EW
83
Element Wealth
Mississippi
$156K – – –
AF
84
Allworth Financial
California
$147K +$48.2K +2,592 +48%
JP Morgan Chase
85
JP Morgan Chase
New York
$138K +$81K +4,360 +138%
PFPT
86
Pinnacle Financial Partners (Tennessee)
Tennessee
$111K – – –
PK
87
Pflug Koory
Nebraska
$76K – – –
ME
88
McIlrath & Eck
Washington
$69K – – –
RDIA
89
RE Dickinson Investment Advisors
Iowa
$69K – – –
Fidelity Investments
90
Fidelity Investments
Massachusetts
$61.5K -$1.15K -62 -2%
TCM
91
TD Capital Management
Tennessee
$60.4K +$260 +14 +0.4%
BTI
92
Blue Trust Inc
Georgia
$59K – – –
RFA
93
Resurgent Financial Advisors
Georgia
$53.9K +$54.3K +2,920 New
CCA
94
Column Capital Advisors
Indiana
$38.6K – – –
AAG
95
Armstrong Advisory Group
Massachusetts
$33.3K +$33.5K +1,802 New
CAL
96
Capital Advisors Ltd
Ohio
$30K +$29.7K +1,600 New
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$29.5K -$16.4K -884 -37%
KM
98
Kalos Management
Georgia
$23K +$23.2K +1,246 New
AW
99
Avion Wealth
Texas
$21K – – –
OFG
100
Oxford Financial Group
Indiana
$18.6K – – –
2 3
4
5 6

SCHK Hedge Fund Activity: Q4 2022 in Review

132 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q4 2022, worth a combined $1.22B — up 21% from $1B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SCHK positions and 10 closed out — a net gain of 13 holders — while 48 added to existing stakes and 26 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $167M. The largest seller was Legacy Wealth Management (Tennessee), cutting an estimated $25.4M.

  • 132 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q4 2022, up from 121 in Q3 2022.
  • Funds reported $1.22B of Schwab 1000 Index ETF stock for Q4 2022, up 21% quarter-over-quarter.
  • 23 funds opened new Schwab 1000 Index ETF positions in Q4 2022 and 10 closed out, a net change of +13 holders.
  • The largest Schwab 1000 Index ETF buyer in Q4 2022 was Financial Engines Advisors, an estimated $167M added.
  • The largest Schwab 1000 Index ETF seller in Q4 2022 was Legacy Wealth Management (Tennessee), an estimated $25.4M sold.

Based on aggregated 13F filings for Q4 2022.