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Schwab 1000 Index ETF

235 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, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 54

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

0% more funds holding

Funds holding: 234235 (+1)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.48% less ownership

Funds ownership: 48.92%48.44% (-0.48%)

4% less capital invested

Capital invested by funds: $2.37B → $2.29B (-$87.1M)

Holders
235
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
2.89%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
25
Increased
91
Reduced
54
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
26
US Bancorp
Minnesota
$3.33M -$92.3K -2,817 -3%
WFAG
27
Wescott Financial Advisory Group
Pennsylvania
$2.85M +$12K +365 +0.4%
Morgan Stanley
28
Morgan Stanley
New York
$2.74M +$62.1K +1,895 +2%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$2.7M +$141K +4,292 +5%
OCM
30
Orser Capital Management
Texas
$2.56M -$45.2K -1,380 -2%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$2.5M +$30.1K +919 +1%
CWA
32
Crusonia Wealth Advisors
Colorado
$2.46M
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$2.45M +$47.8K +1,459 +2%
ACA
34
Aptus Capital Advisors
Alabama
$2.4M -$108K -3,305 -4%
GWANC
35
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.4M -$108K -3,305 -4%
VWA
36
Visionary Wealth Advisors
Illinois
$2.27M +$1.34M +40,915 +130%
BNMT
37
Bawa N Mallick Trust
New York
$2.19M
MML Investors Services
38
MML Investors Services
Massachusetts
$2.12M -$83.3K -2,544 -4%
KBFS
39
Kohmann Bosshard Financial Services
Ohio
$1.91M -$33 -1 -0%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$1.69M +$422K +12,894 +31%
JP Morgan Chase
41
JP Morgan Chase
New York
$1.55M +$1.15M +35,128 +222%
WC
42
Wolfstich Capital
Massachusetts
$1.47M
SHFA
43
Sherrill & Hutchins Financial Advisory
Georgia
$1.45M +$4.39K +134 +0.3%
CWWM
44
Curry Webb Wealth Management
Indiana
$1.38M -$89.7K -2,737 -6%
EWM
45
Empirical Wealth Management
Washington
$1.36M +$1.19M +36,460 +534%
Lido Advisors
46
Lido Advisors
California
$1.34M -$2.16M -65,850 -61%
Corient Private Wealth
47
Corient Private Wealth
Florida
$1.34M +$253K +7,715 +22%
FFG
48
Fiduciary Financial Group
California
$1.29M +$38.8K +1,183 +3%
RCM
49
Richardson Capital Management
Wisconsin
$1.25M -$192K -5,854 -13%
GAM
50
Gemmer Asset Management
California
$1.25M +$215K +6,571 +20%