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Schwab 1000 Index ETF
SCHK

154 hedge funds and large institutions have $1.78B invested in Schwab 1000 Index ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 55 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

72% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 32

12% more funds holding

Funds holding: 138 → 154 (+16)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

2% less capital invested

Capital invested by funds: $1.81B → $1.78B (-$33.6M)

8.53% less ownership

Funds ownership: 111.98% → 103.45% (-8.5%)

Holders
154
Holders Change
+16
Holders Change %
+11.59%
% of All Funds
2.22%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
29
Increased
55
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WIM
Warwick Investment Management
Texas
+$50.5M
2
Goldman Sachs
Goldman Sachs
New York
+$12.3M
3
MSFS
Main Street Financial Solutions
Pennsylvania
+$5.41M
4
PCIA
Prime Capital Investment Advisors
Kansas
+$3.69M
5
MCM
MAI Capital Management
Ohio
+$2.74M

Top Sellers

Rank Fund Capital Flow
1
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
-$237M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$38M
3
Bank of America
Bank of America
North Carolina
-$6.06M
4
WA
Waddell & Associates
Tennessee
-$1.24M
5
HighTower Advisors
HighTower Advisors
Illinois
-$997K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$18K – – –
IA
127
IFP Advisors
Florida
$16.7K – – –
BWL
128
Bogart Wealth LLC
Virginia
$15.8K – – –
BIA
129
Bell Investment Advisors
California
$13.1K +$12.4K +516 New
CAL
130
Capital Analysts LLC
Pennsylvania
$13K +$48 +2 +0.4%
AssetMark Inc
131
AssetMark Inc
California
$12.1K – – –
Bessemer Group
132
Bessemer Group
New Jersey
$11K – – –
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$11K +$48 +2 +0.5%
JWA
134
JFS Wealth Advisors
Pennsylvania
$9.98K – – –
CAM
135
Costello Asset Management
Pennsylvania
$9.53K +$9.05K +376 New
IRC
136
Investors Research Corp
Georgia
$8.71K +$48 +2 +0.6%
S
137
SignatureFD
Georgia
$7.6K – – –
BCMLT
138
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.4K -$1.69K -70 -19%
PCM
139
Penserra Capital Management
California
$7K +$7.42K +308 New
GPFA
140
Game Plan Financial Advisors
Ohio
$5.12K – – –
DAM
141
Delta Asset Management
Tennessee
$5.07K – – –
ACM
142
Anfield Capital Management
California
$3.4K +$3.23K +134 New
RG
143
Retirement Group
California
$3.23K +$48 +2 +2%
PCMC
144
Planning Capital Management Corporation
Pennsylvania
$2.53K – – –
BNP Paribas Financial Markets
145
BNP Paribas Financial Markets
France
$2.53K +$2.41K +100 New
TCA
146
Trifecta Capital Advisors
Illinois
$2.03K – – –
HFS
147
Hantz Financial Services
Michigan
$2K – – –
SRCM
148
Signature Resources Capital Management
California
$1.15K – – –
HWP
149
Highline Wealth Partners
California
$1.06K +$1.01K +42 New
GEA
150
Glen Eagle Advisors
New Jersey
$1K – – –
3 4 5
6
7

SCHK Hedge Fund Activity: Q1 2024 in Review

154 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q1 2024, worth a combined $1.78B — down 1.9% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SCHK positions and 11 closed out — a net gain of 18 holders — while 55 added to existing stakes and 32 trimmed.

The largest buyer was Warwick Investment Management, adding an estimated $50.5M. The largest seller was Legacy Wealth Management (Tennessee), cutting an estimated $237M.

  • 154 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q1 2024, up from 138 in Q4 2023.
  • Funds reported $1.78B of Schwab 1000 Index ETF stock for Q1 2024, down 1.9% quarter-over-quarter.
  • 29 funds opened new Schwab 1000 Index ETF positions in Q1 2024 and 11 closed out, a net change of +18 holders.
  • The largest Schwab 1000 Index ETF buyer in Q1 2024 was Warwick Investment Management, an estimated $50.5M added.
  • The largest Schwab 1000 Index ETF seller in Q1 2024 was Legacy Wealth Management (Tennessee), an estimated $237M sold.

Based on aggregated 13F filings for Q1 2024.