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Schwab 1000 Index ETF
SCHK

125 hedge funds and large institutions have $886M invested in Schwab 1000 Index ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 29

2.38% more ownership

Funds ownership: 86.84% → 89.23% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

5% less funds holding

Funds holding: 131 → 125 (-6)

12% less capital invested

Capital invested by funds: $1.01B → $886M (-$125M)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
125
Holders Change
-6
Holders Change %
-4.58%
% of All Funds
2.11%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
44
Reduced
29
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$44.3M
2
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
+$8.14M
3
Jane Street
Jane Street
New York
+$2.4M
4
ML
McAdam LLC
Pennsylvania
+$2.02M
5
Bank of America
Bank of America
North Carolina
+$1.59M

Top Sellers

Rank Fund Capital Flow
1
MF
Manchester Financial
California
-$2.56M
2
Goldman Sachs
Goldman Sachs
New York
-$959K
3
BPA
Beacon Pointe Advisors
California
-$670K
4
CG
Colony Group
Massachusetts
-$654K
5
MML Investors Services
MML Investors Services
Massachusetts
-$624K
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
126
WESPAC Advisors
California
– -$390K -17,730 Closed
Truist Financial
127
Truist Financial
North Carolina
– -$335K -15,230 Closed
CAM
128
Concorde Asset Management
Michigan
– -$248K -11,282 Closed
KIA
129
KCM Investment Advisors
California
– -$239K -10,836 Closed
DY
130
Dowling & Yahnke
California
– -$220K -10,000 Closed
MWM
131
Meridian Wealth Management
Kentucky
– -$214K -9,704 Closed
Commonwealth Equity Services
132
Commonwealth Equity Services
Massachusetts
– -$208K -9,484 Closed
SPC
133
Sigma Planning Corp
Michigan
– -$208K -9,454 Closed
OC
134
Oppenheimer & Co
New York
– -$201K -9,138 Closed
UBS Group
135
UBS Group
Switzerland
– -$46K -2,092 Closed
GAM
136
Gemmer Asset Management
California
– -$42K -1,944 Closed
JP Morgan Chase
137
JP Morgan Chase
New York
– -$10K -474 Closed
PFS
138
Prospera Financial Services
Texas
– -$7K -304 Closed
PA
139
Parallel Advisors
California
– -$1.43K -72 Closed
AAP
140
Arax Advisory Partners
Colorado
– -$1K -28 Closed
BNP Paribas Financial Markets
141
BNP Paribas Financial Markets
France
– -$440 -20 Closed
CCM
142
Chilton Capital Management
Texas
– +$397 +20 New
2 3 4 5
6

SCHK Hedge Fund Activity: Q2 2022 in Review

125 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q2 2022, worth a combined $886M — down 12% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SCHK and 14 opened new positions — a net loss of 6 holders — while 29 trimmed existing stakes and 44 added.

The largest buyer was Financial Engines Advisors, adding an estimated $44.3M. The largest seller was Manchester Financial, exiting entirely with an estimated $2.56M sold.

  • 125 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q2 2022, down from 131 in Q1 2022.
  • Funds reported $886M of Schwab 1000 Index ETF stock for Q2 2022, down 12% quarter-over-quarter.
  • 14 funds opened new Schwab 1000 Index ETF positions in Q2 2022 and 20 closed out, a net change of -6 holders.
  • The largest Schwab 1000 Index ETF buyer in Q2 2022 was Financial Engines Advisors, an estimated $44.3M added.
  • The largest Schwab 1000 Index ETF seller in Q2 2022 was Manchester Financial, an estimated $2.56M sold.

Based on aggregated 13F filings for Q2 2022.