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Schwab 1000 Index ETF

212 hedge funds and large institutions have $2.17B invested in Schwab 1000 Index ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 48 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+20
Holders Change %
+10.42%
% of All Funds
2.84%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
33
Increased
72
Reduced
48
Closed
11
Calls
$2.73M
Puts
$620K
Net Calls
+$2.11M
Net Calls Change
+$2.25M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
51
Clearstead Advisors
Ohio
$993K +$66.1K +2,218 +7%
EAM
52
Evanson Asset Management
California
$937K +$298 +10 +0%
Two Sigma Investments
53
Two Sigma Investments
New York
$930K +$930K +31,200 New
ML
54
McAdam LLC
Pennsylvania
$927K +$542K +18,162 +141%
EWP
55
Elevation Wealth Partners
California
$917K +$718K +24,093 +362%
OFG
56
Opulen Financial Group
Virginia
$904K +$273K +9,157 +43%
JIC
57
Johnson Investment Counsel
Ohio
$883K -$13.9K -467 -2%
GAM
58
Gemmer Asset Management
California
$863K +$319K +10,686 +59%
VWA
59
Visionary Wealth Advisors
Illinois
$837K -$9.27K -311 -1%
YIH
60
Y-Intercept (HK)
Hong Kong
$824K +$824K +27,625 New
AC
61
Avant Capital
Louisiana
$804K -$33.4K -1,120 -4%
SWM
62
SigFig Wealth Management
California
$776K +$227K +7,641 +41%
Brown Advisory
63
Brown Advisory
Maryland
$775K
BSCCG
64
Blue Sky Capital Consultants Group
California
$768K -$12.2K -408 -2%
HighTower Advisors
65
HighTower Advisors
Illinois
$765K +$70.3K +2,357 +10%
Stifel Financial
66
Stifel Financial
Missouri
$757K +$534K +17,906 +239%
Corient Private Wealth
67
Corient Private Wealth
Florida
$741K +$305K +10,236 +70%
ONB
68
Old National Bancorp
Indiana
$688K
AA
69
Ancora Advisors
Ohio
$683K
CFO
70
Collective Family Office
Pennsylvania
$675K -$145K -4,860 -18%
EH
71
Equitable Holdings
New York
$624K +$624K +20,932 New
CA
72
Crewe Advisors
Utah
$601K +$656 +22 +0.1%
Comerica Bank
73
Comerica Bank
Texas
$592K +$24.6K +825 +4%
SAS
74
SMI Advisory Services
Indiana
$592K +$60 +2 +0%
SCM
75
SOL Capital Management
Maryland
$567K