Schwab 1000 Index ETF
SCHK
139 hedge funds and large institutions have $1.83B invested in Schwab 1000 Index ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 42 increasing their positions, 39 reducing their positions, and 14 closing their positions.
80% more funds holding in top 10
Funds holding in top 10: 5 → 9 (+4)
79% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 14
16% more capital invested
Capital invested by funds: $1.57B → $1.83B (+$258M)
5% more funds holding
Funds holding: 132 → 139 (+7)
1.6% more ownership
Funds ownership: 111.53% → 113.13% (+1.6%)
8% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
Warwick Investment Management
Bryan,
Texas
|
+$35.6M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$15.8M |
| 3 |
PWMA
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
+$3.81M |
| 4 |
Cerity Partners
New York
|
+$2.06M |
| 5 |
NP
NorthRock Partners
Minneapolis,
Minnesota
|
+$1.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.9M |
| 2 |
Jane Street
New York
|
-$1.23M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$829K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$485K |
| 5 |
KFS
Kaizen Financial Strategies
Campbell,
California
|
-$475K |
SCHK Hedge Fund Activity: Q4 2023 in Review
139 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q4 2023, worth a combined $1.83B — up 16% from $1.57B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new SCHK positions and 14 closed out — a net gain of 11 holders — while 42 added to existing stakes and 39 trimmed.
The largest buyer was Warwick Investment Management, opening a new position worth an estimated $35.6M. The largest seller was Susquehanna International Group, cutting an estimated $2.9M.
- 139 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q4 2023, up from 132 in Q3 2023.
- Funds reported $1.83B of Schwab 1000 Index ETF stock for Q4 2023, up 16% quarter-over-quarter.
- 25 funds opened new Schwab 1000 Index ETF positions in Q4 2023 and 14 closed out, a net change of +11 holders.
- The largest Schwab 1000 Index ETF buyer in Q4 2023 was Warwick Investment Management, an estimated $35.6M added.
- The largest Schwab 1000 Index ETF seller in Q4 2023 was Susquehanna International Group, an estimated $2.9M sold.
Based on aggregated 13F filings for Q4 2023.