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Schwab 1000 Index ETF

154 hedge funds and large institutions have $1.78B invested in Schwab 1000 Index ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 55 increasing their positions, 32 reducing their positions, and 11 closing their positions.

Holders
154
Holders Change
+16
Holders Change %
+11.59%
% of All Funds
2.23%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
29
Increased
55
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJA
51
Raymond James & Associates
Florida
$603K +$98.9K +3,902 +20%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$580K -$42.1K -1,660 -7%
JIC
53
Johnson Investment Counsel
Ohio
$576K +$38.8K +1,530 +7%
SAS
54
SMI Advisory Services
Indiana
$525K -$82.5K -3,282 -14%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$509K +$68.5K +2,704 +16%
CA
56
Crewe Advisors
Utah
$508K +$608 +24 +0.1%
SWA
57
Stratos Wealth Advisors
Ohio
$507K -$6.03K -238 -1%
LIM
58
Leavell Investment Management
Alabama
$504K -$2.28K -90 -0.5%
TRCT
59
Tower Research Capital (TRC)
New York
$494K +$485K +19,152 +5,291%
RDWM
60
Red Door Wealth Management
Tennessee
$494K -$65.2K -2,574 -12%
ML
61
McAdam LLC
Pennsylvania
$494K +$3.04K +120 +0.6%
SCM
62
SOL Capital Management
Maryland
$481K
Wells Fargo
63
Wells Fargo
California
$457K -$152K -6,012 -25%
BPA
64
Beacon Pointe Advisors
California
$454K +$454K +17,910 New
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$439K +$1.06K +42 +0.2%
PIA
66
Pinion Investment Advisors
Kansas
$406K +$1.32K +52 +0.3%
ABC
67
Associated Banc-Corp
Wisconsin
$401K
D.E. Shaw & Co
68
D.E. Shaw & Co
New York
$385K +$385K +15,208 New
WG
69
Welch Group
Alabama
$364K -$48.3K -1,908 -12%
CPIG
70
Chicago Partners Investment Group
Illinois
$361K +$4.64K +190 +1%
BBPWM
71
Blue Bell Private Wealth Management
Pennsylvania
$360K -$5.12K -202 -1%
HWM
72
HB Wealth Management
Georgia
$355K
VV
73
Verity & Verity
South Carolina
$352K +$352K +13,900 New
OFG
74
Omega Financial Group
California
$345K -$22.3K -882 -6%
USCWA
75
U.S. Capital Wealth Advisors
Texas
$345K