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Schwab 1000 Index ETF

226 hedge funds and large institutions have $2.37B invested in Schwab 1000 Index ETF in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 68 increasing their positions, 64 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
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
$269K
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$30.9M
2 -$7.94M
3 -$4.44M
4
Bank of America
Bank of America
North Carolina
-$3.94M
5
GS
GTS Securities
New York
-$3.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.43B
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$201M
WIM
3
Warwick Investment Management
Texas
$115M
Charles Schwab
4
Charles Schwab
California
$114M
Creative Planning
5
Creative Planning
Kansas
$103M
AAG
6
Armstrong Advisory Group
Massachusetts
$82.9M
WA
7
Waddell & Associates
Tennessee
$67.9M
PSA
8
Plum Street Advisors
Louisiana
$22.8M
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$15.7M
MSFS
10
Main Street Financial Solutions
Pennsylvania
$13.6M
LWM
11
Lighthouse Wealth Management
Ohio
$12.3M
Mariner
12
Mariner
Kansas
$10.3M
BSTWA
13
Blake Schutter Theil Wealth Advisors
Ohio
$8.2M
LPL Financial
14
LPL Financial
California
$7.74M
SEIA
15
Signature Estate & Investment Advisors
California
$6.74M
CAAM
16
Cornerstone Advisors Asset Management
Pennsylvania
$6.37M
NP
17
NorthRock Partners
Minnesota
$5.88M
Bank of America
18
Bank of America
North Carolina
$5.84M
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$4.88M
HSA
20
HBK Sorce Advisory
Pennsylvania
$4.15M
Cerity Partners
21
Cerity Partners
New York
$3.88M
DACG
22
Donor Advised Charitable Giving
California
$3.85M
MCM
23
MAI Capital Management
Ohio
$3.58M
US Bancorp
24
US Bancorp
Minnesota
$3.57M
PWA
25
Principia Wealth Advisory
Texas
$3.55M