Schwab 1000 Index ETF
SCHK
133 hedge funds and large institutions have $1.23B invested in Schwab 1000 Index ETF in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 26 reducing their positions, and 10 closing their positions.
140% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 10
85% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 26
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
22% more capital invested
Capital invested by funds: $1B → $1.23B (+$221M)
10% more funds holding
Funds holding: 121 → 133 (+12)
9.34% more ownership
Funds ownership: 96.42% → 105.76% (+9.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$167M |
| 2 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$2.63M |
| 3 |
RDWM
Red Door Wealth Management
Memphis,
Tennessee
|
+$2.43M |
| 4 |
WA
Waddell & Associates
Memphis,
Tennessee
|
+$2.16M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWMT
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
-$25.4M |
| 2 |
Jane Street
New York
|
-$2.12M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.79M |
| 4 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
-$1.63M |
| 5 |
SA
Shilanski & Associates
Anchorage,
Alaska
|
-$1.54M |
SCHK Hedge Fund Activity: Q4 2022 in Review
133 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q4 2022, worth a combined $1.23B — up 22% from $1B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new SCHK positions and 10 closed out — a net gain of 14 holders — while 48 added to existing stakes and 26 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $167M. The largest seller was Legacy Wealth Management (Tennessee), cutting an estimated $25.4M.
- 133 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q4 2022, up from 121 in Q3 2022.
- Funds reported $1.23B of Schwab 1000 Index ETF stock for Q4 2022, up 22% quarter-over-quarter.
- 24 funds opened new Schwab 1000 Index ETF positions in Q4 2022 and 10 closed out, a net change of +14 holders.
- The largest Schwab 1000 Index ETF buyer in Q4 2022 was Financial Engines Advisors, an estimated $167M added.
- The largest Schwab 1000 Index ETF seller in Q4 2022 was Legacy Wealth Management (Tennessee), an estimated $25.4M sold.
Based on aggregated 13F filings for Q4 2022.