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Schwab 1000 Index ETF

212 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, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.73M
Puts
$620K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
26
Richardson Capital Management
Wisconsin
$2.66M
BCI
27
Blue Capital Inc
Nebraska
$2.57M
CAAM
28
Cornerstone Advisors Asset Management
Pennsylvania
$2.51M
Morgan Stanley
29
Morgan Stanley
New York
$2.42M
Fidelity Investments
30
Fidelity Investments
Massachusetts
$2.36M
MML Investors Services
31
MML Investors Services
Massachusetts
$2.35M
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$2.34M
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$2.32M
ACA
34
Aptus Capital Advisors
Alabama
$2.29M
GWANC
35
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.29M
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$2.08M
NP
37
NorthRock Partners
Minnesota
$2M
KBFS
38
Kohmann Bosshard Financial Services
Ohio
$1.82M
Raymond James Financial
39
Raymond James Financial
Florida
$1.44M
BIG
40
Brookwood Investment Group
Arizona
$1.44M
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$1.3M
FFG
42
Fiduciary Financial Group
California
$1.19M
Renaissance Technologies
43
Renaissance Technologies
New York
$1.17M
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$1.12M
EFG
45
Everhart Financial Group
Ohio
$1.12M
SHFA
46
Sherrill & Hutchins Financial Advisory
Georgia
$1.09M
DT
47
Diversified Trust
Tennessee
$1.08M
SC
48
SouthState Corp
Florida
$1.05M
RTL
49
Red Tortoise LLC
Georgia
$1.04M
MFG
50
Merit Financial Group
Georgia
$1.01M