Schwab 1000 Index ETF
SCHK
71 hedge funds and large institutions have $420M invested in Schwab 1000 Index ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 6 closing their positions.
21% more capital invested
Capital invested by funds: $346M → $420M (+$74.2M)
4.86% more ownership
Funds ownership: 70.8% → 75.67% (+4.9%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
9% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 22
1% less funds holding
Funds holding: 72 → 71 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$52.3M |
| 2 |
5L
55I LLC
Boston,
Massachusetts
|
+$483K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$384K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$135K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$109K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.56M |
| 2 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$1.23M |
| 3 |
LWMT
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
-$1.09M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$962K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$750K |
SCHK Hedge Fund Activity: Q3 2020 in Review
71 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q3 2020, worth a combined $420M — up 21% from $346M a quarter earlier.
Fund positioning in SCHK was balanced in Q3 2020: 6 funds opened new positions, 6 closed out, 20 added to existing stakes and 22 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $52.3M. The largest seller was Jane Street, cutting an estimated $2.56M.
- 71 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q3 2020, down from 72 in Q2 2020.
- Funds reported $420M of Schwab 1000 Index ETF stock for Q3 2020, up 21% quarter-over-quarter.
- 6 funds opened new Schwab 1000 Index ETF positions in Q3 2020 and 6 closed out, a net change of 0 holders.
- The largest Schwab 1000 Index ETF buyer in Q3 2020 was Financial Engines Advisors, an estimated $52.3M added.
- The largest Schwab 1000 Index ETF seller in Q3 2020 was Jane Street, an estimated $2.56M sold.
Based on aggregated 13F filings for Q3 2020.