Schwab 1000 Index ETF
SCHK
92 hedge funds and large institutions have $732M invested in Schwab 1000 Index ETF in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 20 reducing their positions, and 11 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 20
55% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 11
13% more capital invested
Capital invested by funds: $646M → $732M (+$85.7M)
6% more funds holding
Funds holding: 87 → 92 (+5)
0.34% more ownership
Funds ownership: 80.18% → 80.52% (+0.34%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$64.5M |
| 2 |
Jane Street
New York
|
+$2.02M |
| 3 |
DACG
Donor Advised Charitable Giving
San Francisco,
California
|
+$1.19M |
| 4 |
CBFP
Cedar Brook Financial Partners
Cleveland,
Ohio
|
+$766K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$650K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$1.83M |
| 2 |
Goldman Sachs
New York
|
-$1.66M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$827K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$485K |
| 5 |
PA
Parkside Advisors
Berkeley,
California
|
-$436K |
SCHK Hedge Fund Activity: Q2 2021 in Review
92 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q2 2021, worth a combined $732M — up 13% from $646M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new SCHK positions and 11 closed out — a net gain of 6 holders — while 32 added to existing stakes and 20 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $64.5M. The largest seller was Avantax Planning Partners, exiting entirely with an estimated $1.83M sold.
- 92 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q2 2021, up from 87 in Q1 2021.
- Funds reported $732M of Schwab 1000 Index ETF stock for Q2 2021, up 13% quarter-over-quarter.
- 17 funds opened new Schwab 1000 Index ETF positions in Q2 2021 and 11 closed out, a net change of +6 holders.
- The largest Schwab 1000 Index ETF buyer in Q2 2021 was Financial Engines Advisors, an estimated $64.5M added.
- The largest Schwab 1000 Index ETF seller in Q2 2021 was Avantax Planning Partners, an estimated $1.83M sold.
Based on aggregated 13F filings for Q2 2021.