Schwab 1000 Index ETF
SCHK
18 hedge funds and large institutions have $70.1M invested in Schwab 1000 Index ETF in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 5 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
38% more funds holding
Funds holding: 13 → 18 (+5)
21% more capital invested
Capital invested by funds: $58M → $70.1M (+$12.1M)
1.86% more ownership
Funds ownership: 32.58% → 34.45% (+1.9%)
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
|
+$13.2M |
| 2 |
KM
Kalos Management
Alpharetta,
Georgia
|
+$637K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$626K |
| 4 |
AIM
Aspen Investment Management
Grand Rapids,
Michigan
|
+$206K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$201K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$4.28M |
| 2 |
LIM
Lathrop Investment Management
Little Rock,
Arkansas
|
-$302K |
| 3 |
DY
Dowling & Yahnke
San Diego,
California
|
-$218K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$61.6K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$7K |
SCHK Hedge Fund Activity: Q2 2018 in Review
18 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q2 2018, worth a combined $70.1M — up 21% from $58M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new SCHK positions and 5 closed out — a net gain of 5 holders — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Legacy Wealth Management (Tennessee), adding an estimated $13.2M. The largest seller was Jane Street, exiting entirely with an estimated $4.28M sold.
- 18 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q2 2018, up from 13 in Q1 2018.
- Funds reported $70.1M of Schwab 1000 Index ETF stock for Q2 2018, up 21% quarter-over-quarter.
- 10 funds opened new Schwab 1000 Index ETF positions in Q2 2018 and 5 closed out, a net change of +5 holders.
- The largest Schwab 1000 Index ETF buyer in Q2 2018 was Legacy Wealth Management (Tennessee), an estimated $13.2M added.
- The largest Schwab 1000 Index ETF seller in Q2 2018 was Jane Street, an estimated $4.28M sold.
Based on aggregated 13F filings for Q2 2018.