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Schwab 1000 Index ETF
SCHK

123 hedge funds and large institutions have $1B invested in Schwab 1000 Index ETF in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 9

94% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 18

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

26% more funds holding

Funds holding: 98 → 123 (+25)

21% more capital invested

Capital invested by funds: $825M → $1B (+$176M)

3.82% more ownership

Funds ownership: 80.95% → 84.77% (+3.8%)

Holders
123
Holders Change
+25
Holders Change %
+25.51%
% of All Funds
1.89%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
35
Increased
35
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$71.3M
2
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
+$6.4M
3
BIP
Blueprint Investment Partners
North Carolina
+$3.89M
4
Goldman Sachs
Goldman Sachs
New York
+$3.6M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.99M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$1.9M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.79M
3
Jane Street
Jane Street
New York
-$1.22M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.19M
5
TRCT
Tower Research Capital (TRC)
New York
-$635K
Name Holding Trade Value Shares
Change 		Change in
Stake
RG
101
Retirement Group
California
$22K +$45 +2 +0.2%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$21K – – –
CIA
103
Choate Investment Advisors
Massachusetts
$20K +$19.7K +870 New
EVM
104
Eaton Vance Management
Massachusetts
$17K +$16.8K +740 New
IA
105
IFP Advisors
Florida
$15K – – –
RBC
106
Roble Belko & Company
Pennsylvania
$12K – – –
JP Morgan Chase
107
JP Morgan Chase
New York
$12K +$11.5K +508 New
JWA
108
JFS Wealth Advisors
Pennsylvania
$10K – – –
NFSG
109
Newbridge Financial Services Group
Florida
$10K – – –
PO
110
Private Ocean
California
$9K +$45 +2 +0.5%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$7K +$7.08K +312 New
TCM
112
TD Capital Management
Tennessee
$4K – – –
APA
113
American Portfolios Advisors
New York
$3.55K – – –
HI
114
Harbour Investments
Wisconsin
$3K -$635 -28 -16%
WWMSC
115
Wagner Wealth Management (South Carolina)
South Carolina
$3K – – –
HFS
116
Hantz Financial Services
Michigan
$2K – – –
ACA
117
Aptus Capital Advisors
Alabama
$2K +$1.81K +80 New
GWANC
118
Guardian Wealth Advisors (North Carolina)
North Carolina
$2K +$1.81K +80 New
MFA
119
McClarren Financial Advisors
Pennsylvania
$1K +$136 +6 New
CCM
120
Cribstone Capital Management
Maine
$1K +$181 +8 +31%
GEA
121
Glen Eagle Advisors
New Jersey
$891 – – –
FTUS
122
Flow Traders U.S.
New York
– -$1.9M -89,016 Closed
CPIG
123
Chicago Partners Investment Group
Illinois
– -$271K -11,776 Closed
MF
124
Manchester Financial
California
– -$228K -10,720 Closed
RTL
125
Red Tortoise LLC
Georgia
– -$113K -6,508 Closed
2 3 4
5
6

SCHK Hedge Fund Activity: Q4 2021 in Review

123 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q4 2021, worth a combined $1B — up 21% from $825M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SCHK positions and 9 closed out — a net gain of 26 holders — while 35 added to existing stakes and 18 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $71.3M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.9M sold.

  • 123 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q4 2021, up from 98 in Q3 2021.
  • Funds reported $1B of Schwab 1000 Index ETF stock for Q4 2021, up 21% quarter-over-quarter.
  • 35 funds opened new Schwab 1000 Index ETF positions in Q4 2021 and 9 closed out, a net change of +26 holders.
  • The largest Schwab 1000 Index ETF buyer in Q4 2021 was Financial Engines Advisors, an estimated $71.3M added.
  • The largest Schwab 1000 Index ETF seller in Q4 2021 was Flow Traders U.S., an estimated $1.9M sold.

Based on aggregated 13F filings for Q4 2021.