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Schwab 1000 Index ETF

210 hedge funds and large institutions have $2.17B invested in Schwab 1000 Index ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 48 reducing their positions, and 11 closing their positions.

Holders
210
Holders Change
+18
Holders Change %
+9.38%
% of All Funds
2.82%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
33
Increased
71
Reduced
48
Closed
11
Calls
$2.73M
Puts
$620K
Net Calls
+$2.11M
Net Calls Change
+$2.25M
Name Market Value Shares Shares
Change
Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.39B 46,607,159 -364,700 -0.8%
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$198M 6,650,328 -243,200 -4%
WIM
3
Warwick Investment Management
Texas
$122M 4,087,699 +5,281 +0.1%
Creative Planning
4
Creative Planning
Kansas
$92.2M 3,092,202 +2,238,007 +262%
AAG
5
Armstrong Advisory Group
Massachusetts
$72.6M 2,436,076 -197,190 -7%
WA
6
Waddell & Associates
Tennessee
$59.3M 1,987,028 -7,255 -0.4%
PSA
7
Plum Street Advisors
Louisiana
$21.2M 710,335 -35,302 -5%
Focus Partners Wealth
8
Focus Partners Wealth
Massachusetts
$14.3M 480,348 -5,194 -1%
Charles Schwab
9
Charles Schwab
California
$12.6M 422,373 +422,373 New
Goldman Sachs
10
Goldman Sachs
New York
$12.6M 421,110 +397,763 +1,704%
MSFS
11
Main Street Financial Solutions
Pennsylvania
$11.8M 394,821 +54,677 +16%
LWM
12
Lighthouse Wealth Management
Ohio
$10.3M 344,735 +1,134 +0.3%
BSTWA
13
Blake Schutter Theil Wealth Advisors
Ohio
$9.86M 330,530 -26,595 -7%
Mariner
14
Mariner
Kansas
$9.18M 307,814 -2,299 -0.7%
US Bancorp
15
US Bancorp
Minnesota
$6.48M 217,159 +59,931 +38%
SEIA
16
Signature Estate & Investment Advisors
California
$6.02M 201,803 +1,626 +0.8%
Bank of America
17
Bank of America
North Carolina
$5.7M 191,034 -1,440 -0.7%
LPL Financial
18
LPL Financial
California
$4.57M 153,283 +24,729 +19%
Citadel Advisors
19
Citadel Advisors
Florida
$4.5M 150,750 +150,750 New
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$4.06M 134,480 +112,539 +513%
HSA
21
HBK Sorce Advisory
Pennsylvania
$3.77M 126,274 -7,866 -6%
DACG
22
Donor Advised Charitable Giving
California
$3.59M 120,288
PA
23
Parkside Advisors
California
$3.47M 116,215 -3,912 -3%
Cerity Partners
24
Cerity Partners
New York
$3.42M 114,639 +22,014 +24%
MCM
25
MAI Capital Management
Ohio
$3.31M 110,935