We are live on ! Find out more
SCHK icon

Schwab 1000 Index ETF
SCHK

138 hedge funds and large institutions have $1.81B invested in Schwab 1000 Index ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 4 → 8 (+4)

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

16% more capital invested

Capital invested by funds: $1.56B → $1.81B (+$253M)

5% more funds holding

Funds holding: 131 → 138 (+7)

1.4% more ownership

Funds ownership: 110.58% → 111.98% (+1.4%)

5% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 39

Holders
138
Holders Change
+7
Holders Change %
+5.34%
% of All Funds
2.01%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
25
Increased
41
Reduced
39
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WIM
Warwick Investment Management
Texas
+$35.6M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$15.8M
3
Cerity Partners
Cerity Partners
New York
+$2.06M
4
NP
NorthRock Partners
Minnesota
+$1.51M
5
HighTower Advisors
HighTower Advisors
Illinois
+$930K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.9M
2
Jane Street
Jane Street
New York
-$1.23M
3
IA
IFP Advisors
Florida
-$829K
4
TRCT
Tower Research Capital (TRC)
New York
-$485K
5
KFS
Kaizen Financial Strategies
California
-$475K
Name Holding Trade Value Shares
Change 		Change in
Stake
S
126
SignatureFD
Georgia
$6.91K – – –
PCWA
127
Pacific Capital Wealth Advisors
California
$6.43K +$6.02K +280 New
GPFA
128
Game Plan Financial Advisors
Ohio
$4.65K +$4.34K +202 New
DAM
129
Delta Asset Management
Tennessee
$4.61K – – –
Simplex Trading
130
Simplex Trading
Illinois
$4K +$4.3K +200 New
RG
131
Retirement Group
California
$2.92K – – –
PCMC
132
Planning Capital Management Corporation
Pennsylvania
$2.3K +$2.15K +100 New
HFS
133
Hantz Financial Services
Michigan
$2K – – –
TCA
134
Trifecta Capital Advisors
Illinois
$1.84K – – –
SRCM
135
Signature Resources Capital Management
California
$1.15K +$1.07K +50 New
GEA
136
Glen Eagle Advisors
New Jersey
$908 – – –
AEPWM
137
Atlantic Edge Private Wealth Management
Florida
$293 +$258 +12 New
GWS
138
Glassman Wealth Services
Virginia
$46 – – –
Goldman Sachs
139
Goldman Sachs
New York
– -$338K -16,356 Closed
Koshinski Asset Management
140
Koshinski Asset Management
Illinois
– -$219K -10,596 Closed
AWA
141
Acorn Wealth Advisors
Michigan
– -$216K -10,446 Closed
AW
142
Avion Wealth
Texas
– -$25K -1,248 Closed
CIA
143
Choate Investment Advisors
Massachusetts
– -$18K -870 Closed
SSWM
144
Sheets Smith Wealth Management
North Carolina
– -$16.6K -806 Closed
UBS Group
145
UBS Group
Switzerland
– -$14.3K -694 Closed
FHA
146
First Horizon Advisors
Tennessee
– -$12.6K -610 Closed
CIAS
147
Capital Investment Advisory Services
North Carolina
– -$10.3K -498 Closed
FFA
148
Farther Finance Advisors
California
– -$6.2K -300 Closed
IPW
149
Impact Partnership Wealth
Georgia
– -$4.5K -218 Closed
AF
150
Advisornet Financial
Minnesota
– -$2.73K -132 Closed
3 4 5
6
7

SCHK Hedge Fund Activity: Q4 2023 in Review

138 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q4 2023, worth a combined $1.81B — up 16% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SCHK positions and 14 closed out — a net gain of 11 holders — while 41 added to existing stakes and 39 trimmed.

The largest buyer was Warwick Investment Management, opening a new position worth an estimated $35.6M. The largest seller was Susquehanna International Group, cutting an estimated $2.9M.

  • 138 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q4 2023, up from 131 in Q3 2023.
  • Funds reported $1.81B of Schwab 1000 Index ETF stock for Q4 2023, up 16% quarter-over-quarter.
  • 25 funds opened new Schwab 1000 Index ETF positions in Q4 2023 and 14 closed out, a net change of +11 holders.
  • The largest Schwab 1000 Index ETF buyer in Q4 2023 was Warwick Investment Management, an estimated $35.6M added.
  • The largest Schwab 1000 Index ETF seller in Q4 2023 was Susquehanna International Group, an estimated $2.9M sold.

Based on aggregated 13F filings for Q4 2023.