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Schwab 1000 Index ETF
SCHK

131 hedge funds and large institutions have $1.56B invested in Schwab 1000 Index ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 56 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,124% more call options, than puts

Call options by funds: $306K | Put options by funds: $25K

87% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 30

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

2% more funds holding

Funds holding: 129 → 131 (+2)

0.18% more ownership

Funds ownership: 110.4% → 110.58% (+0.18%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

1% less capital invested

Capital invested by funds: $1.58B → $1.56B (-$21.6M)

Holders
131
Holders Change
+2
Holders Change %
+1.55%
% of All Funds
2.08%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
11
Increased
56
Reduced
30
Closed
8
Calls
$306K
Puts
$25K
Net Calls
+$281K
Net Calls Change
+$191K

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$34M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.83M
3
Jane Street
Jane Street
New York
+$1.08M
4
AAG
Armstrong Advisory Group
Massachusetts
+$996K
5
SIS
Strategic Investment Solutions
Illinois
+$442K

Top Sellers

Rank Fund Capital Flow
1
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
-$2.11M
2
Cerity Partners
Cerity Partners
New York
-$1.82M
3
PCIA
Prime Capital Investment Advisors
Kansas
-$1.7M
4
WA
WESPAC Advisors
California
-$453K
5
CG
Colony Group
Massachusetts
-$308K
Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
126
Hantz Financial Services
Michigan
$2K – – –
TCA
127
Trifecta Capital Advisors
Illinois
$1.65K – – –
GEA
128
Glen Eagle Advisors
New Jersey
$811 – – –
FSWA
129
Financial Synergies Wealth Advisors
Texas
$84 – – –
GWS
130
Glassman Wealth Services
Virginia
$41 – – –
NC
131
NewSquare Capital
Pennsylvania
$41 – – –
CIA
132
Cape Investment Advisory
Georgia
$1 – – –
Cerity Partners
133
Cerity Partners
New York
– -$1.82M -85,270 Closed
WA
134
WESPAC Advisors
California
– -$453K -21,190 Closed
LWM
135
Laidlaw Wealth Management
New York
– -$284K -13,272 Closed
KM
136
Kalos Management
Georgia
– -$26.7K -1,246 Closed
NG
137
NWK Group
California
– -$21.5K -1,000 Closed
2L
138
25 LLC
Missouri
– -$11.1K -508 Closed
FA
139
Fiduciary Alliance
South Carolina
– -$1.54K -72 Closed
HWA
140
HHM Wealth Advisors
Tennessee
– -$1.16K -54 Closed
2 3 4 5
6

SCHK Hedge Fund Activity: Q3 2023 in Review

131 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q3 2023, worth a combined $1.56B — down 1.4% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SCHK positions and 8 closed out — a net gain of 3 holders — while 56 added to existing stakes and 30 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $34M. The largest seller was Legacy Wealth Management (Tennessee), cutting an estimated $2.11M.

  • 131 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q3 2023, up from 129 in Q2 2023.
  • Funds reported $1.56B of Schwab 1000 Index ETF stock for Q3 2023, down 1.4% quarter-over-quarter.
  • 11 funds opened new Schwab 1000 Index ETF positions in Q3 2023 and 8 closed out, a net change of +3 holders.
  • The largest Schwab 1000 Index ETF buyer in Q3 2023 was Financial Engines Advisors, an estimated $34M added.
  • The largest Schwab 1000 Index ETF seller in Q3 2023 was Legacy Wealth Management (Tennessee), an estimated $2.11M sold.

Based on aggregated 13F filings for Q3 2023.