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Schwab 1000 Index ETF

129 hedge funds and large institutions have $1.58B invested in Schwab 1000 Index ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 58 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 31

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more capital invested

Capital invested by funds: $1.43B → $1.58B (+$150M)

2% more funds holding

Funds holding: 126129 (+3)

1.29% more ownership

Funds ownership: 109.11%110.4% (+1.3%)

Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
2.03%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
58
Reduced
31
Closed
8
Calls
$90K
Puts
Net Calls
+$90K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.03B +$28M +1,386,428 +3%
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$371M -$944K -46,636 -0.3%
AAG
3
Armstrong Advisory Group
Massachusetts
$51.4M +$1.76M +87,112 +4%
WA
4
Waddell & Associates
Tennessee
$41.6M +$94.5K +4,670 +0.2%
CG
5
Colony Group
Massachusetts
$12.6M -$316K -15,610 -3%
Bank of America
6
Bank of America
North Carolina
$10.4M +$446K +22,030 +5%
Mariner
7
Mariner
Kansas
$4.7M +$265K +13,098 +6%
CBFP
8
Cedar Brook Financial Partners
Ohio
$4.03M +$11.1K +550 +0.3%
HSA
9
HBK Sorce Advisory
Pennsylvania
$2.94M -$121K -5,998 -4%
PA
10
Parkside Advisors
California
$2.75M -$591K -29,216 -19%
US Bancorp
11
US Bancorp
Minnesota
$2.63M +$173K +8,572 +8%
MWM
12
Madison Wealth Management
Ohio
$2.62M -$1.62K -80 -0.1%
DACG
13
Donor Advised Charitable Giving
California
$2.57M
PCIA
14
Prime Capital Investment Advisors
Kansas
$2.13M +$1.8M +88,880 +846%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.87M +$1.55M +76,714 +724%
Cerity Partners
16
Cerity Partners
New York
$1.82M +$2.55K +126 +0.1%
CSWM
17
Cassady Schiller Wealth Management
Ohio
$1.76M +$69.8K +3,448 +4%
CAAM
18
Cornerstone Advisors Asset Management
Pennsylvania
$1.56M
MML Investors Services
19
MML Investors Services
Massachusetts
$1.48M -$32.4K -1,600 -2%
KBFS
20
Kohmann Bosshard Financial Services
Ohio
$1.3M -$2.23K -110 -0.2%
Creative Planning
21
Creative Planning
Kansas
$1.29M +$194K +9,586 +19%
IA
22
IFP Advisors
Florida
$1.12M +$214K +10,568 +25%
CFO
23
Collective Family Office
Pennsylvania
$1.05M +$638K +31,552 +181%
KFS
24
Kaizen Financial Strategies
California
$964K +$83K +4,102 +10%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$956K +$109K +5,376 +14%

SCHK Hedge Fund Activity: Q2 2023 in Review

129 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q2 2023, worth a combined $1.58B — up 10% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SCHK positions and 8 closed out — a net gain of 4 holders — while 58 added to existing stakes and 31 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $28M. The largest seller was Blueprint Investment Partners, exiting entirely with an estimated $3.23M sold.

  • 129 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q2 2023, up from 126 in Q1 2023.
  • Funds reported $1.58B of Schwab 1000 Index ETF stock for Q2 2023, up 10% quarter-over-quarter.
  • 12 funds opened new Schwab 1000 Index ETF positions in Q2 2023 and 8 closed out, a net change of +4 holders.
  • The largest Schwab 1000 Index ETF buyer in Q2 2023 was Financial Engines Advisors, an estimated $28M added.
  • The largest Schwab 1000 Index ETF seller in Q2 2023 was Blueprint Investment Partners, an estimated $3.23M sold.

Based on aggregated 13F filings for Q2 2023.