Schwab 1000 Index ETF
SCHK
72 hedge funds and large institutions have $272M invested in Schwab 1000 Index ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
50% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 14
13% more funds holding
Funds holding: 64 → 72 (+8)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
11% less capital invested
Capital invested by funds: $305M → $272M (-$33.3M)
14.26% less ownership
Funds ownership: 71.91% → 57.65% (-14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$4.05M |
| 2 |
Jane Street
New York
|
+$2.54M |
| 3 |
LWMT
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
+$2.08M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.05M |
| 5 |
LPL Financial
San Diego,
California
|
+$578K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$65M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.23M |
| 3 |
WA
Waddell & Associates
Memphis,
Tennessee
|
-$624K |
| 4 |
WC
Westwind Capital
Las Cruces,
New Mexico
|
-$185K |
| 5 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$161K |
SCHK Hedge Fund Activity: Q4 2019 in Review
72 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q4 2019, worth a combined $272M — down 11% from $305M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SCHK positions and 5 closed out — a net gain of 8 holders — while 21 added to existing stakes and 14 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $4.05M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $65M sold.
- 72 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q4 2019, up from 64 in Q3 2019.
- Funds reported $272M of Schwab 1000 Index ETF stock for Q4 2019, down 11% quarter-over-quarter.
- 13 funds opened new Schwab 1000 Index ETF positions in Q4 2019 and 5 closed out, a net change of +8 holders.
- The largest Schwab 1000 Index ETF buyer in Q4 2019 was Financial Engines Advisors, an estimated $4.05M added.
- The largest Schwab 1000 Index ETF seller in Q4 2019 was Envestnet Asset Management, an estimated $65M sold.
Based on aggregated 13F filings for Q4 2019.