Schwab 1000 Index ETF
SCHK
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.
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: 3 → 4 (+1)
10% more capital invested
Capital invested by funds: $1.43B → $1.58B (+$150M)
2% more funds holding
Funds holding: 126 → 129 (+3)
1.29% more ownership
Funds ownership: 109.11% → 110.4% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$28M |
| 2 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$1.8M |
| 3 |
AAG
Armstrong Advisory Group
Needham,
Massachusetts
|
+$1.76M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.55M |
| 5 |
Jane Street
New York
|
+$665K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIP
Blueprint Investment Partners
Greensboro,
North Carolina
|
-$3.23M |
| 2 |
LWMT
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
-$944K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$935K |
| 4 |
PA
Parkside Advisors
Berkeley,
California
|
-$591K |
| 5 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$397K |
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.