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Schwab 1000 Index ETF

129 hedge funds and large institutions have $1.58B invested in Schwab 1000 Index ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 58 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 31

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more capital invested

Capital invested by funds: $1.43B → $1.58B (+$150M)

2% more funds holding

Funds holding: 126129 (+3)

1.29% more ownership

Funds ownership: 109.11%110.4% (+1.3%)

Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
2.03%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
58
Reduced
31
Closed
8
Calls
$90K
Puts
Net Calls
+$90K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$236K -$7.28K -360 -3%
PIP
77
Peachtree Investment Partners
Florida
$223K -$306K -15,102 -59%
MWM
78
Meridian Wealth Management
Kentucky
$223K +$728 +36 +0.3%
RJA
79
Raymond James & Associates
Florida
$222K +$4.29K +212 +2%
Renaissance Technologies
80
Renaissance Technologies
New York
$210K +$198K +9,800 New
KIA
81
KCM Investment Advisors
California
$208K +$196K +9,712 New
Commonwealth Equity Services
82
Commonwealth Equity Services
Massachusetts
$207K +$195K +9,652 New
UBS Group
83
UBS Group
Switzerland
$202K +$191K +9,442 New
CPA
84
Cardiff Park Advisors
California
$189K +$647 +32 +0.4%
Qube Research & Technologies (QRT)
85
Qube Research & Technologies (QRT)
United Kingdom
$186K +$146K +7,204 +108%
EW
86
Element Wealth
Mississippi
$181K
Wells Fargo
87
Wells Fargo
California
$176K +$1.5K +74 +0.9%
PFPT
88
Pinnacle Financial Partners (Tennessee)
Tennessee
$128K
PK
89
Pflug Koory
Nebraska
$103K +$14.2K +700 +17%
RDIA
90
RE Dickinson Investment Advisors
Iowa
$81K +$688 +34 +0.9%
ME
91
McIlrath & Eck
Washington
$80K
TCM
92
TD Capital Management
Tennessee
$70.5K +$243 +12 +0.4%
ACA
93
Atlas Capital Advisors
Wyoming
$63.7K -$58.2K -2,878 -49%
RFA
94
Resurgent Financial Advisors
Georgia
$62.5K
NA
95
NewEdge Advisors
Louisiana
$60.8K +$2.06K +102 +4%
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$51.8K +$18.5K +916 +61%
CAL
97
Capital Advisors Ltd
Ohio
$34K
Fidelity Investments
98
Fidelity Investments
Massachusetts
$31.9K -$23.7K -1,172 -44%
KM
99
Kalos Management
Georgia
$26.7K
HCP
100
Hexagon Capital Partners
Arkansas
$26.4K -$4.25K -210 -15%

SCHK Hedge Fund Activity: Q2 2023 in Review

129 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q2 2023, worth a combined $1.58B — up 10% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SCHK positions and 8 closed out — a net gain of 4 holders — while 58 added to existing stakes and 31 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $28M. The largest seller was Blueprint Investment Partners, exiting entirely with an estimated $3.23M sold.

  • 129 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q2 2023, up from 126 in Q1 2023.
  • Funds reported $1.58B of Schwab 1000 Index ETF stock for Q2 2023, up 10% quarter-over-quarter.
  • 12 funds opened new Schwab 1000 Index ETF positions in Q2 2023 and 8 closed out, a net change of +4 holders.
  • The largest Schwab 1000 Index ETF buyer in Q2 2023 was Financial Engines Advisors, an estimated $28M added.
  • The largest Schwab 1000 Index ETF seller in Q2 2023 was Blueprint Investment Partners, an estimated $3.23M sold.

Based on aggregated 13F filings for Q2 2023.