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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$237M |
| 2 |
WIM
Warwick Investment Management
Bryan,
Texas
|
+$11.8M |
| 3 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$5.7M |
| 4 |
LPL Financial
San Diego,
California
|
+$933K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$738K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWMT
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
-$2.86M |
| 2 |
Jane Street
New York
|
-$2.5M |
| 3 |
WAG
Windsor Advisory Group
Columbus,
Ohio
|
-$2.41M |
| 4 |
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 |
|
|---|---|---|---|---|---|
|
OCM
176
One Capital Management
Westlake Village,
California
| – | -$1.25M | -47,922 | Closed |
|
|
ACI
177
Alpha Cubed Investments
Irvine,
California
| – | -$349K | -13,322 | Closed |
|
|
RWM
178
Ritholtz Wealth Management
New York
| – | -$202K | -7,712 | Closed |
|
|
SAM
179
Smartleaf Asset Management
Boston,
Massachusetts
| – | -$73.7K | -2,806 | Closed |
|
180
Bessemer Group
Woodbridge,
New Jersey
| – | -$12K | -450 | Closed |
|
|
FCAS
181
First Command Advisory Services
Fort Worth,
Texas
| – | -$2.77K | -106 | Closed |
|
|
IC
182
Innealta Capital
Austin,
Texas
| – | -$2.77K | -106 | Closed |
|
|
HWP
183
Highline Wealth Partners
Sherman Oaks,
California
| – | -$1.41K | -54 | Closed |
|
|
LTI
184
Laffer Tengler Investments
Nashville,
Tennessee
| – | -$157 | -6 | Closed |
|
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.