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Schwab 1000 Index ETF

131 hedge funds and large institutions have $1.56B invested in Schwab 1000 Index ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 56 increasing their positions, 30 reducing their positions, and 8 closing their positions.

Holders
131
Holders Change
+2
Holders Change %
+1.55%
% of All Funds
2.09%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
11
Increased
56
Reduced
30
Closed
8
Calls
$306K
Puts
$25K
Net Calls
+$281K
Net Calls Change
+$191K
Name Holding Trade Value Shares
Change
Shares
Change %
LIM
51
Leavell Investment Management
Alabama
$413K -$101K -4,910 -20%
CA
52
Crewe Advisors
Utah
$407K +$23.3K +1,126 +6%
AWM
53
Axxcess Wealth Management
California
$398K -$16.9K -820 -4%
SCM
54
SOL Capital Management
Maryland
$392K -$98.8K -4,790 -20%
Morgan Stanley
55
Morgan Stanley
New York
$379K -$3.84K -186 -1%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$377K -$12.8K -622 -3%
SWA
57
Stratos Wealth Advisors
Ohio
$376K +$991 +48 +0.3%
VT
58
Vise Technologies
New York
$371K -$5.78K -280 -2%
OFG
59
Omega Financial Group
California
$368K -$27.5K -1,334 -7%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$366K +$366K +17,746 New
Osaic Holdings
61
Osaic Holdings
Arizona
$344K +$30.6K +1,480 +10%
FFN
62
Focus Financial Network
Minnesota
$344K -$262K -12,708 -43%
Goldman Sachs
63
Goldman Sachs
New York
$338K +$338K +16,356 New
WG
64
Welch Group
Alabama
$336K
PIA
65
Pinion Investment Advisors
Kansas
$328K +$1.2K +58 +0.4%
ABC
66
Associated Banc-Corp
Wisconsin
$327K
ACM
67
Alamar Capital Management
California
$326K +$743 +36 +0.2%
BBPWM
68
Blue Bell Private Wealth Management
Pennsylvania
$305K -$2.89K -140 -0.9%
CPIG
69
Chicago Partners Investment Group
Illinois
$296K -$81 -4 -0%
HWM
70
HB Wealth Management
Georgia
$289K
USCWA
71
U.S. Capital Wealth Advisors
Texas
$281K -$36.7K -1,778 -12%
EWM
72
Empirical Wealth Management
Washington
$276K +$27.3K +1,322 +11%
RJA
73
Raymond James & Associates
Florida
$267K +$52.8K +2,558 +25%
AF
74
Allworth Financial
California
$261K +$11.9K +578 +5%
Northern Trust
75
Northern Trust
Illinois
$256K