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Schwab 1000 Index ETF

216 hedge funds and large institutions have $2.29B invested in Schwab 1000 Index ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
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
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$37.4M
2 +$3.47M
3 +$3.36M
4
GS
GTS Securities
New York
+$3.13M
5
OCM
Orser Capital Management
Texas
+$2.68M

Top Sellers

1 -$63.5M
2 -$18.9M
3 -$9.27M
4
Goldman Sachs
Goldman Sachs
New York
-$9.08M
5
Citadel Advisors
Citadel Advisors
Florida
-$4.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GS
26
GTS Securities
New York
$3.13M
CAAM
27
Cornerstone Advisors Asset Management
Pennsylvania
$2.71M
OCM
28
Orser Capital Management
Texas
$2.68M
Fidelity Investments
29
Fidelity Investments
Massachusetts
$2.63M
Morgan Stanley
30
Morgan Stanley
New York
$2.6M
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$2.49M
ACA
32
Aptus Capital Advisors
Alabama
$2.41M
GWANC
33
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.41M
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$2.38M
RCM
35
Richardson Capital Management
Wisconsin
$2.34M
MML Investors Services
36
MML Investors Services
Massachusetts
$2.27M
NP
37
NorthRock Partners
Minnesota
$2.15M
RA
38
RFG Advisory
Alabama
$1.99M
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$1.97M
KBFS
40
Kohmann Bosshard Financial Services
Ohio
$1.96M
YIH
41
Y-Intercept (HK)
Hong Kong
$1.85M
Raymond James Financial
42
Raymond James Financial
Florida
$1.49M
SHFA
43
Sherrill & Hutchins Financial Advisory
Georgia
$1.48M
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$1.4M
BIG
45
Brookwood Investment Group
Arizona
$1.38M
FFG
46
Fiduciary Financial Group
California
$1.28M
DT
47
Diversified Trust
Tennessee
$1.27M
EFG
48
Everhart Financial Group
Ohio
$1.21M
RTL
49
Red Tortoise LLC
Georgia
$1.12M
MFG
50
Merit Financial Group
Georgia
$1.09M