Schwab 1000 Index ETF
SCHK
7 hedge funds and large institutions have $6.78M invested in Schwab 1000 Index ETF in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
6.79% more ownership
Funds ownership: 0% → 6.79% (+6.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWMT
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
+$3.02M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.68M |
| 3 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
+$876K |
| 4 |
LIM
Lathrop Investment Management
Little Rock,
Arkansas
|
+$519K |
| 5 |
SCM
Silver Capital Management
New York
|
+$380K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LWMT
1
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $3.09M | +$3.02M | +235,240 | New |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.72M | +$1.68M | +131,114 | New |
|
|
ACM
3
Avalon Capital Management
Port Of Redwood City,
California
| $897K | +$876K | +68,336 | New |
|
|
LIM
4
Lathrop Investment Management
Little Rock,
Arkansas
| $532K | +$519K | +40,498 | New |
|
|
SCM
5
Silver Capital Management
New York
| $389K | +$380K | +29,620 | New |
|
|
BBPWM
6
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $147K | +$144K | +11,230 | New |
|
|
WWMSC
7
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| – | +$77 | +6 | New |
|
SCHK Hedge Fund Activity: Q4 2017 in Review
7 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q4 2017, worth a combined $6.78M.
Buyers outnumbered sellers: 7 funds opened new SCHK positions and 0 closed out — a net gain of 7 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Legacy Wealth Management (Tennessee), opening a new position worth an estimated $3.02M.
- 7 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q4 2017, up from 0 in Q3 2017.
- Funds reported $6.78M of Schwab 1000 Index ETF stock for Q4 2017.
- 7 funds opened new Schwab 1000 Index ETF positions in Q4 2017 and 0 closed out, a net change of +7 holders.
- The largest Schwab 1000 Index ETF buyer in Q4 2017 was Legacy Wealth Management (Tennessee), an estimated $3.02M added.
Based on aggregated 13F filings for Q4 2017.