Schwab 1000 Index ETF
SCHK
131 hedge funds and large institutions have $1.01B invested in Schwab 1000 Index ETF in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 31 reducing their positions, and 12 closing their positions.
83% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 12
35% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 31
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
7% more funds holding
Funds holding: 123 → 131 (+8)
2.07% more ownership
Funds ownership: 84.77% → 86.84% (+2.1%)
1% more capital invested
Capital invested by funds: $1B → $1.01B (+$9.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$59.5M |
| 2 |
Goldman Sachs
New York
|
+$8.03M |
| 3 |
MF
Manchester Financial
Westlake Village,
California
|
+$2.53M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.08M |
| 5 |
Mariner
Overland Park,
Kansas
|
+$1.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWMT
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
-$5.44M |
| 2 |
TDWM
Topel & Distasi Wealth Management
Berkeley,
California
|
-$2.65M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.6M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.29M |
| 5 |
B
Bailard
Foster City,
California
|
-$902K |
SCHK Hedge Fund Activity: Q1 2022 in Review
131 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q1 2022, worth a combined $1.01B — up 0.99% from $1B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new SCHK positions and 12 closed out — a net gain of 10 holders — while 42 added to existing stakes and 31 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $59.5M. The largest seller was Legacy Wealth Management (Tennessee), cutting an estimated $5.44M.
- 131 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q1 2022, up from 123 in Q4 2021.
- Funds reported $1.01B of Schwab 1000 Index ETF stock for Q1 2022, up 0.99% quarter-over-quarter.
- 22 funds opened new Schwab 1000 Index ETF positions in Q1 2022 and 12 closed out, a net change of +10 holders.
- The largest Schwab 1000 Index ETF buyer in Q1 2022 was Financial Engines Advisors, an estimated $59.5M added.
- The largest Schwab 1000 Index ETF seller in Q1 2022 was Legacy Wealth Management (Tennessee), an estimated $5.44M sold.
Based on aggregated 13F filings for Q1 2022.