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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
AEPWM
151
Atlantic Edge Private Wealth Management
Florida
$323 – – –
FSWA
152
Financial Synergies Wealth Advisors
Texas
$103 +$96 +4 New
GWS
153
Glassman Wealth Services
Virginia
$51 – – –
GRP
154
Global Retirement Partners
California
$51 +$48 +2 New
HighTower Advisors
155
HighTower Advisors
Illinois
– -$997K -43,298 Closed
TIAA Trust, National Association
156
TIAA Trust, National Association
North Carolina
– -$388K -16,826 Closed
PFA
157
Pure Financial Advisors
California
– -$255K -11,094 Closed
MWM
158
Meridian Wealth Management
Kentucky
– -$241K -10,480 Closed
CIR
159
Clear Investment Research
Georgia
– -$86.7K -3,766 Closed
SIS
160
Sound Income Strategies
Florida
– -$42.8K -1,858 Closed
RFA
161
Resurgent Financial Advisors
Georgia
– -$27.6K -1,200 Closed
MFA
162
McClarren Financial Advisors
Pennsylvania
– -$27K -1,166 Closed
ASN
163
Advisory Services Network
Georgia
– -$11.5K -500 Closed
PCWA
164
Pacific Capital Wealth Advisors
California
– -$6.43K -280 Closed
Simplex Trading
165
Simplex Trading
Illinois
– -$4K -200 Closed
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.