Schwab 1000 Index ETF
SCHK
162 hedge funds and large institutions have $1.86B invested in Schwab 1000 Index ETF in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 40 reducing their positions, and 12 closing their positions.
92% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 12
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
10% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 40
5% more funds holding
Funds holding: 155 → 162 (+7)
3% more capital invested
Capital invested by funds: $1.81B → $1.86B (+$47.8M)
1.85% less ownership
Funds ownership: 105.35% → 103.5% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$5.03M |
| 2 |
WAG
Windsor Advisory Group
Columbus,
Ohio
|
+$3.9M |
| 3 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$2.2M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$1.41M |
| 5 |
Morgan Stanley
New York
|
+$1.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$11.4M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$10.7M |
| 3 |
CBFP
Cedar Brook Financial Partners
Cleveland,
Ohio
|
-$4.91M |
| 4 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$3.68M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.96M |
SCHK Hedge Fund Activity: Q2 2024 in Review
162 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Schwab 1000 Index ETF (SCHK) for Q2 2024, worth a combined $1.86B — up 2.6% from $1.81B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new SCHK positions and 12 closed out — a net gain of 11 holders — while 44 added to existing stakes and 40 trimmed.
The largest buyer was Signature Estate & Investment Advisors, opening a new position worth an estimated $5.03M. The largest seller was Goldman Sachs, cutting an estimated $11.4M.
- 162 institutional investors held Schwab 1000 Index ETF (SCHK) as of Q2 2024, up from 155 in Q1 2024.
- Funds reported $1.86B of Schwab 1000 Index ETF stock for Q2 2024, up 2.6% quarter-over-quarter.
- 23 funds opened new Schwab 1000 Index ETF positions in Q2 2024 and 12 closed out, a net change of +11 holders.
- The largest Schwab 1000 Index ETF buyer in Q2 2024 was Signature Estate & Investment Advisors, an estimated $5.03M added.
- The largest Schwab 1000 Index ETF seller in Q2 2024 was Goldman Sachs, an estimated $11.4M sold.
Based on aggregated 13F filings for Q2 2024.