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Schwab 1000 Index ETF

192 hedge funds and large institutions have $1.89B invested in Schwab 1000 Index ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0.35% less ownership

Funds ownership: 50.15%49.8% (-0.35%)

6% less capital invested

Capital invested by funds: $2B → $1.89B (-$115M)

61% less call options, than puts

Call options by funds: $86K | Put options by funds: $221K

Holders
192
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
$86K
Puts
$221K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
51
Visionary Wealth Advisors
Illinois
$764K
AC
52
Avant Capital
Louisiana
$756K
CFO
53
Collective Family Office
Pennsylvania
$741K
BSCCG
54
Blue Sky Capital Consultants Group
California
$704K
Brown Advisory
55
Brown Advisory
Maryland
$700K
DWM
56
Destination Wealth Management
California
$648K
Goldman Sachs
57
Goldman Sachs
New York
$629K
HighTower Advisors
58
HighTower Advisors
Illinois
$628K
AWS
59
Atria Wealth Solutions
New York
$626K
ONB
60
Old National Bancorp
Indiana
$621K
AA
61
Ancora Advisors
Ohio
$617K
FFA
62
Farther Finance Advisors
California
$615K
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$591K
OFG
64
Opulen Financial Group
Virginia
$569K
CA
65
Crewe Advisors
Utah
$542K
Comerica Bank
66
Comerica Bank
Texas
$513K
SCM
67
SOL Capital Management
Maryland
$511K
SWM
68
SigFig Wealth Management
California
$496K
GI
69
GAMMA Investing
California
$494K
GAM
70
Gemmer Asset Management
California
$491K
SWA
71
Stratos Wealth Advisors
Ohio
$483K
DLCIG
72
D.L. Carlson Investment Group
New Hampshire
$479K
SAS
73
SMI Advisory Services
Indiana
$477K
KFS
74
Kaizen Financial Strategies
California
$446K
ACM
75
Alamar Capital Management
California
$430K