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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWMT
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
+$155M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$28.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.96M |
| 4 |
SA
Shilanski & Associates
Anchorage,
Alaska
|
+$1.71M |
| 5 |
PCMC
Private Capital Management (Colorado)
Denver,
Colorado
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$6.82M |
| 2 |
Cerity Partners
New York
|
-$1.39M |
| 3 |
NP
NorthRock Partners
Minneapolis,
Minnesota
|
-$1.28M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$648K |
| 5 |
5L
55I LLC
Boston,
Massachusetts
|
-$526K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RJA
126
Raymond James & Associates
St Petersburg,
Florida
| – | -$243K | -13,340 | Closed |
|
|
CGL
127
Clarius Group LLC
Seattle,
Washington
| – | -$220K | -12,056 | Closed |
|
|
TNB
128
Thomasville National Bank
Thomasville,
Georgia
| – | -$201K | -11,000 | Closed |
|
129
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$173K | -9,472 | Closed |
|
|
VVP
130
Venture Visionary Partners
Sylvania,
Ohio
| – | -$147K | -8,058 | Closed |
|
|
COCM
131
Charter Oak Capital Management
Portsmouth,
New Hampshire
| – | -$55K | -2,990 | Closed |
|
|
SIAP
132
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| – | -$27K | -1,500 | Closed |
|
|
GIA
133
Goodwin Investment Advisory
Woodstock,
Georgia
| – | -$18.4K | -1,012 | Closed |
|
|
RG
134
Retirement Group
San Diego,
California
| – | -$17K | -924 | Closed |
|
135
AssetMark Inc
Concord,
California
| – | -$13K | -730 | Closed |
|
|
CFGS
136
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$962 | -50 | Closed |
|
|
MFA
137
McClarren Financial Advisors
State College,
Pennsylvania
| – | +$115 | +6 | New |
|
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.