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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$47.9M |
| 2 |
LWMT
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
+$2.61M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$1.95M |
| 4 |
KBFS
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
+$1.33M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$878K |
| 2 |
CBFP
Cedar Brook Financial Partners
Cleveland,
Ohio
|
-$512K |
| 3 |
PFWA
Paces Ferry Wealth Advisors
Atlanta,
Georgia
|
-$313K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$231K |
| 5 |
MF
Manchester Financial
Westlake Village,
California
|
-$226K |
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.