Schwab 1000 Index ETF
SCHK
13 hedge funds and large institutions have $58M invested in Schwab 1000 Index ETF in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.
756% more capital invested
Capital invested by funds: $6.78M → $58M (+$51.3M)
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
86% more funds holding
Funds holding: 7 → 13 (+6)
25.79% more ownership
Funds ownership: 6.79% → 32.58% (+26%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWMT
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
+$49.4M |
| 2 |
Jane Street
New York
|
+$4.42M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$829K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$631K |
| 5 |
DY
Dowling & Yahnke
San Diego,
California
|
+$226K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.38M |
| 2 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$897K |
| 3 |
SCM
Silver Capital Management
New York
|
-$389K |
SCHK Hedge Fund Activity: Q1 2018 in Review
13 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q1 2018, worth a combined $58M — up 756% from $6.78M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SCHK positions and 2 closed out — a net gain of 6 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Legacy Wealth Management (Tennessee), adding an estimated $49.4M. The largest seller was Susquehanna International Group, cutting an estimated $1.38M.
- 13 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q1 2018, up from 7 in Q4 2017.
- Funds reported $58M of Schwab 1000 Index ETF stock for Q1 2018, up 756% quarter-over-quarter.
- 8 funds opened new Schwab 1000 Index ETF positions in Q1 2018 and 2 closed out, a net change of +6 holders.
- The largest Schwab 1000 Index ETF buyer in Q1 2018 was Legacy Wealth Management (Tennessee), an estimated $49.4M added.
- The largest Schwab 1000 Index ETF seller in Q1 2018 was Susquehanna International Group, an estimated $1.38M sold.
Based on aggregated 13F filings for Q1 2018.