Schwab 1000 Index ETF
SCHK
18 hedge funds and large institutions have $105M invested in Schwab 1000 Index ETF in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 4 closing their positions.
50% more capital invested
Capital invested by funds: $70.1M → $105M (+$34.9M)
7.84% more ownership
Funds ownership: 34.45% → 42.28% (+7.8%)
0% more funds holding
Funds holding: 18 → 18 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWMT
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
+$30.1M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$974K |
| 3 |
AIM
Aspen Investment Management
Grand Rapids,
Michigan
|
+$221K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$106K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$68.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$732K |
| 2 |
KM
Kalos Management
Alpharetta,
Georgia
|
-$668K |
| 3 |
LIM
Lathrop Investment Management
Little Rock,
Arkansas
|
-$239K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$198K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$65.5K |
SCHK Hedge Fund Activity: Q3 2018 in Review
18 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q3 2018, worth a combined $105M — up 50% from $70.1M a quarter earlier.
Fund positioning in SCHK was balanced in Q3 2018: 4 funds opened new positions, 4 closed out, 5 added to existing stakes and 5 trimmed.
The largest buyer was Legacy Wealth Management (Tennessee), adding an estimated $30.1M. The largest seller was Susquehanna International Group, cutting an estimated $732K.
- 18 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q3 2018, unchanged from Q2 2018.
- Funds reported $105M of Schwab 1000 Index ETF stock for Q3 2018, up 50% quarter-over-quarter.
- 4 funds opened new Schwab 1000 Index ETF positions in Q3 2018 and 4 closed out, a net change of 0 holders.
- The largest Schwab 1000 Index ETF buyer in Q3 2018 was Legacy Wealth Management (Tennessee), an estimated $30.1M added.
- The largest Schwab 1000 Index ETF seller in Q3 2018 was Susquehanna International Group, an estimated $732K sold.
Based on aggregated 13F filings for Q3 2018.