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Schwab 1000 Index ETF
SCHK

188 hedge funds and large institutions have $2.01B invested in Schwab 1000 Index ETF in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 48 increasing their positions, 59 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 13

11% more funds holding

Funds holding: 170 → 188 (+18)

3% more capital invested

Capital invested by funds: $1.95B → $2.01B (+$56.9M)

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (0)

19% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 59

44% less call options, than puts

Call options by funds: $110K | Put options by funds: $195K

64.97% less ownership

Funds ownership: 115.17% → 50.2% (-65%)

Holders
188
Holders Change
+18
Holders Change %
+10.59%
% of All Funds
2.48%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
34
Increased
48
Reduced
59
Closed
13
Calls
$110K
Puts
$195K
Net Calls
-$85K
Net Calls Change
-$85K

Top Buyers

Rank Fund Capital Flow
1
Two Sigma Investments
Two Sigma Investments
New York
+$12.5M
2
WIM
Warwick Investment Management
Texas
+$5.48M
3
AAG
Armstrong Advisory Group
Massachusetts
+$2.65M
4
Renaissance Technologies
Renaissance Technologies
New York
+$1.31M
5
Mariner
Mariner
Kansas
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
-$270M
2
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
-$6.12M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3M
4
WAG
Windsor Advisory Group
Ohio
-$907K
5
PSA
Plum Street Advisors
Louisiana
-$698K
Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
101
Omega Financial Group
California
$249K -$62.5K -2,197 -20%
AI
102
Accredited Investors
Minnesota
$247K +$114 +4 +0%
BFG
103
Bouchey Financial Group
New York
$237K – – –
IF
104
Ironwood Financial
Arizona
$237K +$238K +8,377 New
VPWA
105
Vestia Personal Wealth Advisors
Indiana
$233K -$2.76K -97 -1%
BF
106
Brucke Financial
Indiana
$231K +$226K +7,938 New
MMA
107
Miracle Mile Advisors
California
$231K +$769 +27 +0.3%
MA
108
MCF Advisors
Kentucky
$226K – – –
TVM
109
True Vision MN
Minnesota
$226K – – –
SFA
110
Sequoia Financial Advisors
Ohio
$219K +$220K +7,719 New
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$214K +$28K +982 +15%
AWM
112
Axxcess Wealth Management
California
$211K -$10.5K -370 -5%
MF
113
Manchester Financial
California
$211K – – –
VVP
114
Venture Visionary Partners
Ohio
$207K -$8.97K -315 -4%
ST
115
Spinnaker Trust
Maine
$205K – – –
TNB
116
Thomasville National Bank
Georgia
$201K -$5.12K -180 -2%
AWC
117
Adamsbrown Wealth Consultants
Kansas
$201K +$202K +7,095 New
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$199K +$455 +16 +0.2%
EW
119
Element Wealth
Mississippi
$199K – – –
EWP
120
Elevation Wealth Partners
California
$189K – – –
William Blair & Company
121
William Blair & Company
Illinois
$152K +$130K +4,576 +572%
TCM
122
TD Capital Management
Tennessee
$139K -$4.67K -164 -3%
RIL
123
Rothschild Investment LLC
Illinois
$138K – – –
PK
124
Pflug Koory
Nebraska
$137K – – –
CPA
125
Cardiff Park Advisors
California
$126K -$126K -4,442 -50%
3 4
5
6 7

SCHK Hedge Fund Activity: Q4 2024 in Review

188 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q4 2024, worth a combined $2.01B — up 2.9% from $1.95B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new SCHK positions and 13 closed out — a net gain of 21 holders — while 48 added to existing stakes and 59 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $12.5M. The largest seller was Financial Engines Advisors, cutting an estimated $270M.

  • 188 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q4 2024, up from 170 in Q3 2024.
  • Funds reported $2.01B of Schwab 1000 Index ETF stock for Q4 2024, up 2.9% quarter-over-quarter.
  • 34 funds opened new Schwab 1000 Index ETF positions in Q4 2024 and 13 closed out, a net change of +21 holders.
  • The largest Schwab 1000 Index ETF buyer in Q4 2024 was Two Sigma Investments, an estimated $12.5M added.
  • The largest Schwab 1000 Index ETF seller in Q4 2024 was Financial Engines Advisors, an estimated $270M sold.

Based on aggregated 13F filings for Q4 2024.