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Schwab 1000 Index ETF
SCHK

44 hedge funds and large institutions have $157M invested in Schwab 1000 Index ETF in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 4

144% more funds holding

Funds holding: 18 → 44 (+26)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

49% more capital invested

Capital invested by funds: $105M → $157M (+$51.6M)

12.09% more ownership

Funds ownership: 42.28% → 54.38% (+12%)

Holders
44
Holders Change
+26
Holders Change %
+144.44%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
30
Increased
8
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CG
Colony Group
Massachusetts
+$11.7M
2
Jane Street
Jane Street
New York
+$6.64M
3
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
+$5.18M
4
PPA
Parametric Portfolio Associates
Washington
+$3.95M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$3.95M

Top Sellers

Rank Fund Capital Flow
1
WC
Westwind Capital
New Mexico
-$176K
2
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$91K
3
AIM
Aspen Investment Management
Michigan
-$64K
4
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
-$50.5K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$30.6K

SCHK Hedge Fund Activity: Q4 2018 in Review

44 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q4 2018, worth a combined $157M — up 49% from $105M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SCHK positions and 4 closed out — a net gain of 26 holders — while 8 added to existing stakes and 4 trimmed.

The largest buyer was Colony Group, opening a new position worth an estimated $11.7M. The largest seller was Westwind Capital, exiting entirely with an estimated $176K sold.

  • 44 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q4 2018, up from 18 in Q3 2018.
  • Funds reported $157M of Schwab 1000 Index ETF stock for Q4 2018, up 49% quarter-over-quarter.
  • 30 funds opened new Schwab 1000 Index ETF positions in Q4 2018 and 4 closed out, a net change of +26 holders.
  • The largest Schwab 1000 Index ETF buyer in Q4 2018 was Colony Group, an estimated $11.7M added.
  • The largest Schwab 1000 Index ETF seller in Q4 2018 was Westwind Capital, an estimated $176K sold.

Based on aggregated 13F filings for Q4 2018.