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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$71.3M |
| 2 |
LWMT
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
+$6.4M |
| 3 |
BIP
Blueprint Investment Partners
Greensboro,
North Carolina
|
+$3.89M |
| 4 |
Goldman Sachs
New York
|
+$3.6M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$1.9M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.79M |
| 3 |
Jane Street
New York
|
-$1.22M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.19M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$635K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PMFA
126
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$128K | -6,000 | Closed |
|
|
GKWIM
127
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| – | -$59K | -2,776 | Closed |
|
128
Barclays
London,
United Kingdom
| – | -$39K | -1,840 | Closed |
|
|
AFS
129
Annapolis Financial Services
Annapolis,
Maryland
| – | -$5K | -226 | Closed |
|
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.