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Schwab 1000 Index ETF

232 hedge funds and large institutions have $2.29B invested in Schwab 1000 Index ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 91 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.37B
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$188M
Creative Planning
3
Creative Planning
Kansas
$122M
WIM
4
Warwick Investment Management
Texas
$112M
Charles Schwab
5
Charles Schwab
California
$108M
AAG
6
Armstrong Advisory Group
Massachusetts
$77.6M
WA
7
Waddell & Associates
Tennessee
$67.1M
PSA
8
Plum Street Advisors
Louisiana
$22.6M
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$15M
Mariner
10
Mariner
Kansas
$14.1M
LWM
11
Lighthouse Wealth Management
Ohio
$12.3M
CAAM
12
Cornerstone Advisors Asset Management
Pennsylvania
$8.09M
LPL Financial
13
LPL Financial
California
$7.72M
SEIA
14
Signature Estate & Investment Advisors
California
$6.82M
BSTWA
15
Blake Schutter Theil Wealth Advisors
Ohio
$5.96M
NP
16
NorthRock Partners
Minnesota
$5.49M
Bank of America
17
Bank of America
North Carolina
$5.44M
FL
18
FreeGulliver LLC
Louisiana
$4.6M
HSA
19
HBK Sorce Advisory
Pennsylvania
$4.43M
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$4.26M
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$3.93M
BSCCG
22
Blue Sky Capital Consultants Group
California
$3.86M
DACG
23
Donor Advised Charitable Giving
California
$3.67M
Cerity Partners
24
Cerity Partners
New York
$3.66M
MCM
25
MAI Capital Management
Ohio
$3.43M