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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
US Bancorp
26
US Bancorp
Minnesota
$3.33M
WFAG
27
Wescott Financial Advisory Group
Pennsylvania
$2.85M
Morgan Stanley
28
Morgan Stanley
New York
$2.74M
Fidelity Investments
29
Fidelity Investments
Massachusetts
$2.7M
OCM
30
Orser Capital Management
Texas
$2.56M
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$2.5M
CWA
32
Crusonia Wealth Advisors
Colorado
$2.46M
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$2.45M
ACA
34
Aptus Capital Advisors
Alabama
$2.4M
GWANC
35
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.4M
VWA
36
Visionary Wealth Advisors
Illinois
$2.27M
BNMT
37
Bawa N Mallick Trust
New York
$2.19M
MML Investors Services
38
MML Investors Services
Massachusetts
$2.12M
KBFS
39
Kohmann Bosshard Financial Services
Ohio
$1.91M
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$1.69M
JP Morgan Chase
41
JP Morgan Chase
New York
$1.55M
WC
42
Wolfstich Capital
Massachusetts
$1.47M
SHFA
43
Sherrill & Hutchins Financial Advisory
Georgia
$1.45M
EWM
44
Empirical Wealth Management
Washington
$1.36M
Lido Advisors
45
Lido Advisors
California
$1.34M
Corient Private Wealth
46
Corient Private Wealth
Florida
$1.34M
FFG
47
Fiduciary Financial Group
California
$1.29M
RCM
48
Richardson Capital Management
Wisconsin
$1.25M
GAM
49
Gemmer Asset Management
California
$1.25M
DT
50
Diversified Trust
Tennessee
$1.24M