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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
Lido Advisors
26
Lido Advisors
California
$3.49M
WFAG
27
Wescott Financial Advisory Group
Pennsylvania
$2.97M
Morgan Stanley
28
Morgan Stanley
New York
$2.81M
OCM
29
Orser Capital Management
Texas
$2.73M
Fidelity Investments
30
Fidelity Investments
Massachusetts
$2.69M
ACA
31
Aptus Capital Advisors
Alabama
$2.62M
GWANC
32
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.62M
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$2.58M
CWA
34
Crusonia Wealth Advisors
Colorado
$2.57M
FL
35
FreeGulliver LLC
Louisiana
$2.53M
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$2.52M
MML Investors Services
37
MML Investors Services
Massachusetts
$2.3M
KBFS
38
Kohmann Bosshard Financial Services
Ohio
$2M
Renaissance Technologies
39
Renaissance Technologies
New York
$1.67M
WC
40
Wolfstich Capital
Massachusetts
$1.58M
SHFA
41
Sherrill & Hutchins Financial Advisory
Georgia
$1.51M
RA
42
RFG Advisory
Alabama
$1.51M
RCM
43
Richardson Capital Management
Wisconsin
$1.51M
Raymond James Financial
44
Raymond James Financial
Florida
$1.49M
BIG
45
Brookwood Investment Group
Arizona
$1.39M
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$1.35M
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$1.33M
FFG
48
Fiduciary Financial Group
California
$1.31M
DT
49
Diversified Trust
Tennessee
$1.3M
EFG
50
Everhart Financial Group
Ohio
$1.23M