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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
Holders
192
Holders Change
+7
Holders Change %
+3.78%
% of All Funds
2.61%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
31
Increased
61
Reduced
42
Closed
19
Calls
$86K
Puts
$221K
Net Calls
-$135K
Net Calls Change
-$50K
Name Holding Trade Value Shares
Change
Shares
Change %
VWA
51
Visionary Wealth Advisors
Illinois
$764K -$15.3K -570 -2%
AC
52
Avant Capital
Louisiana
$756K +$7.75K +288 +1%
CFO
53
Collective Family Office
Pennsylvania
$741K -$138K -5,114 -16%
BSCCG
54
Blue Sky Capital Consultants Group
California
$704K -$1.04M -38,652 -60%
Brown Advisory
55
Brown Advisory
Maryland
$700K
DWM
56
Destination Wealth Management
California
$648K +$648K +24,065 New
Goldman Sachs
57
Goldman Sachs
New York
$629K +$629K +23,347 New
HighTower Advisors
58
HighTower Advisors
Illinois
$628K +$345K +12,813 +122%
AWS
59
Atria Wealth Solutions
New York
$626K -$7.73K -287 -1%
ONB
60
Old National Bancorp
Indiana
$621K
AA
61
Ancora Advisors
Ohio
$617K
FFA
62
Farther Finance Advisors
California
$615K +$615K +22,755 New
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$591K +$32.2K +1,197 +6%
OFG
64
Opulen Financial Group
Virginia
$569K +$569K +21,145 New
CA
65
Crewe Advisors
Utah
$542K +$619 +23 +0.1%
Comerica Bank
66
Comerica Bank
Texas
$513K -$3.69K -137 -0.7%
SCM
67
SOL Capital Management
Maryland
$511K
SWM
68
SigFig Wealth Management
California
$496K +$496K +18,526 New
GI
69
GAMMA Investing
California
$494K
GAM
70
Gemmer Asset Management
California
$491K +$491K +18,248 New
SWA
71
Stratos Wealth Advisors
Ohio
$483K -$3.15K -117 -0.6%
DLCIG
72
D.L. Carlson Investment Group
New Hampshire
$479K +$1.45K +54 +0.3%
SAS
73
SMI Advisory Services
Indiana
$477K -$10.1K -416 -2%
KFS
74
Kaizen Financial Strategies
California
$446K -$157K -5,821 -26%
ACM
75
Alamar Capital Management
California
$430K +$808 +30 +0.2%