Schwab 1000 Index ETF
SCHK
131 hedge funds and large institutions have $1.56B invested in Schwab 1000 Index ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 56 increasing their positions, 30 reducing their positions, and 8 closing their positions.
1,124% more call options, than puts
Call options by funds: $306K | Put options by funds: $25K
87% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 30
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
2% more funds holding
Funds holding: 129 → 131 (+2)
0.18% more ownership
Funds ownership: 110.4% → 110.58% (+0.18%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1% less capital invested
Capital invested by funds: $1.58B → $1.56B (-$21.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$34M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.83M |
| 3 |
Jane Street
New York
|
+$1.08M |
| 4 |
AAG
Armstrong Advisory Group
Needham,
Massachusetts
|
+$996K |
| 5 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
+$442K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWMT
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
-$2.11M |
| 2 |
Cerity Partners
New York
|
-$1.82M |
| 3 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$1.7M |
| 4 |
WA
WESPAC Advisors
Orinda,
California
|
-$453K |
| 5 |
CG
Colony Group
Boston,
Massachusetts
|
-$308K |
SCHK Hedge Fund Activity: Q3 2023 in Review
131 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q3 2023, worth a combined $1.56B — down 1.4% from $1.58B a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SCHK positions and 8 closed out — a net gain of 3 holders — while 56 added to existing stakes and 30 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $34M. The largest seller was Legacy Wealth Management (Tennessee), cutting an estimated $2.11M.
- 131 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q3 2023, up from 129 in Q2 2023.
- Funds reported $1.56B of Schwab 1000 Index ETF stock for Q3 2023, down 1.4% quarter-over-quarter.
- 11 funds opened new Schwab 1000 Index ETF positions in Q3 2023 and 8 closed out, a net change of +3 holders.
- The largest Schwab 1000 Index ETF buyer in Q3 2023 was Financial Engines Advisors, an estimated $34M added.
- The largest Schwab 1000 Index ETF seller in Q3 2023 was Legacy Wealth Management (Tennessee), an estimated $2.11M sold.
Based on aggregated 13F filings for Q3 2023.