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Schwab 1000 Index ETF
SCHK

170 hedge funds and large institutions have $1.95B invested in Schwab 1000 Index ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

76% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 37

13.56% more ownership

Funds ownership: 101.61% → 115.17% (+14%)

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

7% more capital invested

Capital invested by funds: $1.82B → $1.95B (+$126M)

6% more funds holding

Funds holding: 161 → 170 (+9)

Holders
170
Holders Change
+9
Holders Change %
+5.59%
% of All Funds
2.44%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
23
Increased
65
Reduced
37
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$237M
2
WIM
Warwick Investment Management
Texas
+$11.8M
3
IAIM
International Assets Investment Management
Florida
+$5.7M
4
LPL Financial
LPL Financial
California
+$933K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$738K

Top Sellers

Rank Fund Capital Flow
1
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
-$2.86M
2
Jane Street
Jane Street
New York
-$2.5M
3
WAG
Windsor Advisory Group
Ohio
-$2.41M
4
Goldman Sachs
Goldman Sachs
New York
-$1.49M
5
FTUS
Flow Traders U.S.
New York
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
GPFA
151
Game Plan Financial Advisors
Ohio
$5.58K – – –
DAM
152
Delta Asset Management
Tennessee
$5.53K – – –
SIS
153
Sound Income Strategies
Florida
$3.59K +$3.46K +130 New
IAIM
154
International Assets Investment Management
Florida
$3.12K +$5.7M +214,170 +19,941%
HFS
155
Hantz Financial Services
Michigan
$3K – – –
PCMC
156
Planning Capital Management Corporation
Pennsylvania
$2.77K – – –
TCA
157
Trifecta Capital Advisors
Illinois
$2.21K – – –
ACM
158
Anfield Capital Management
California
$1.85K – – –
BCMLT
159
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.44K – – –
SRCM
160
Signature Resources Capital Management
California
$1.38K – – –
GEA
161
Glen Eagle Advisors
New Jersey
$1.1K – – –
Simplex Trading
162
Simplex Trading
Illinois
$1K +$1.28K +48 +240%
KHC
163
Koesten Hirschmann & Crabtree
Kansas
$553 +$532 +20 New
MBFW
164
Morton Brown Family Wealth
Pennsylvania
$553 +$532 +20 New
BNP Paribas Financial Markets
165
BNP Paribas Financial Markets
France
$166 -$213 -8 -57%
RF
166
Robinswood Financial
Washington
$91 -$27.5K -1,034 -100%
GWS
167
Glassman Wealth Services
Virginia
$55 – – –
GRP
168
Global Retirement Partners
California
$55 – – –
IF
169
Integrity Financial
Wyoming
$55 +$53 +2 New
IRC
170
Investors Research Corp
Georgia
$48 -$9.1K -342 -99%
AEPWM
171
Atlantic Edge Private Wealth Management
Florida
$1 – – –
Jane Street
172
Jane Street
New York
– -$2.5M -95,518 Closed
SFC
173
Strategic Financial Concepts
Texas
– -$833 -87,074 Closed
Goldman Sachs
174
Goldman Sachs
New York
– -$1.49M -57,022 Closed
FTUS
175
Flow Traders U.S.
New York
– -$1.46M -55,938 Closed
4 5 6
7
8

SCHK Hedge Fund Activity: Q3 2024 in Review

170 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q3 2024, worth a combined $1.95B — up 6.9% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SCHK positions and 13 closed out — a net gain of 10 holders — while 65 added to existing stakes and 37 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $237M. The largest seller was Legacy Wealth Management (Tennessee), cutting an estimated $2.86M.

  • 170 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q3 2024, up from 161 in Q2 2024.
  • Funds reported $1.95B of Schwab 1000 Index ETF stock for Q3 2024, up 6.9% quarter-over-quarter.
  • 23 funds opened new Schwab 1000 Index ETF positions in Q3 2024 and 13 closed out, a net change of +10 holders.
  • The largest Schwab 1000 Index ETF buyer in Q3 2024 was Financial Engines Advisors, an estimated $237M added.
  • The largest Schwab 1000 Index ETF seller in Q3 2024 was Legacy Wealth Management (Tennessee), an estimated $2.86M sold.

Based on aggregated 13F filings for Q3 2024.