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Schwab 1000 Index ETF
SCHK

121 hedge funds and large institutions have $1B invested in Schwab 1000 Index ETF in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 33

13% more capital invested

Capital invested by funds: $886M → $1B (+$119M)

7.19% more ownership

Funds ownership: 89.23% → 96.42% (+7.2%)

3% less funds holding

Funds holding: 125 → 121 (-4)

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
121
Holders Change
-4
Holders Change %
-3.2%
% of All Funds
2.08%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
15
Increased
38
Reduced
33
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
+$155M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$28.9M
3
Bank of America
Bank of America
North Carolina
+$1.96M
4
SA
Shilanski & Associates
Alaska
+$1.71M
5
PCMC
Private Capital Management (Colorado)
Colorado
+$1.39M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$6.82M
2
Cerity Partners
Cerity Partners
New York
-$1.39M
3
NP
NorthRock Partners
Minnesota
-$1.28M
4
Citadel Advisors
Citadel Advisors
Florida
-$648K
5
5L
55I LLC
Massachusetts
-$526K
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
101
Harbour Investments
Wisconsin
$11K – – –
IA
102
IFP Advisors
Florida
$9K – – –
RBC
103
Roble Belko & Company
Pennsylvania
$9K – – –
PO
104
Private Ocean
California
$9K +$38 +2 +0.4%
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$9K +$9.66K +502 New
CAL
106
Capital Analysts LLC
Pennsylvania
$8K +$9.39K +488 New
JWA
107
JFS Wealth Advisors
Pennsylvania
$7K – – –
NFSG
108
Newbridge Financial Services Group
Florida
$7K – – –
BlackRock
109
BlackRock
New York
$3K -$1.35K -70 -32%
SIC
110
Salem Investment Counselors
North Carolina
$3K – – –
APA
111
American Portfolios Advisors
New York
$2.67K – – –
BCMLT
112
Beacon Capital Management LLC (Tennessee)
Tennessee
$2K – – –
HFS
113
Hantz Financial Services
Michigan
$2K – – –
MWM
114
Mascoma Wealth Management
New Hampshire
$2K +$1.92K +100 New
AF
115
Advisornet Financial
Minnesota
$1K -$57.2K -2,974 -98%
CCM
116
Cribstone Capital Management
Maine
$1K – – –
GEA
117
Glen Eagle Advisors
New Jersey
$669 – – –
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$45 -$52.4K -2,724 -53%
NP
119
NorthRock Partners
Minnesota
– -$1.28M -70,390 Closed
Citadel Advisors
120
Citadel Advisors
Florida
– -$648K -35,572 Closed
5L
121
55I LLC
Massachusetts
– -$526K -28,844 Closed
AWC
122
Adamsbrown Wealth Consultants
Kansas
– -$373K -20,478 Closed
Envestnet Asset Management
123
Envestnet Asset Management
Illinois
– -$314K -17,242 Closed
WG
124
Welch Group
Alabama
– -$300K -16,476 Closed
FNBOMD
125
First National Bank of Mount Dora
Florida
– -$293K -16,062 Closed
2 3 4
5
6

SCHK Hedge Fund Activity: Q3 2022 in Review

121 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q3 2022, worth a combined $1B — up 13% from $886M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of SCHK and 15 opened new positions — a net loss of 4 holders — while 33 trimmed existing stakes and 38 added.

The largest buyer was Legacy Wealth Management (Tennessee), adding an estimated $155M. The largest seller was Goldman Sachs, cutting an estimated $6.82M.

  • 121 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q3 2022, down from 125 in Q2 2022.
  • Funds reported $1B of Schwab 1000 Index ETF stock for Q3 2022, up 13% quarter-over-quarter.
  • 15 funds opened new Schwab 1000 Index ETF positions in Q3 2022 and 19 closed out, a net change of -4 holders.
  • The largest Schwab 1000 Index ETF buyer in Q3 2022 was Legacy Wealth Management (Tennessee), an estimated $155M added.
  • The largest Schwab 1000 Index ETF seller in Q3 2022 was Goldman Sachs, an estimated $6.82M sold.

Based on aggregated 13F filings for Q3 2022.