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Schwab 1000 Index ETF

234 hedge funds and large institutions have $2.37B invested in Schwab 1000 Index ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 69 increasing their positions, 64 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

4% more funds holding

Funds holding: 224234 (+10)

8% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 64

4% more capital invested

Capital invested by funds: $2.29B → $2.37B (+$82.2M)

0.35% less ownership

Funds ownership: 49.27%48.92% (-0.35%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
234
Holders Change
+10
Holders Change %
+4.46%
% of All Funds
2.85%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.11%
New
36
Increased
69
Reduced
64
Closed
25
Calls
$269K
Puts
Net Calls
+$269K
Net Calls Change
+$269K
Name Holding Trade Value Shares
Change
Change in
Stake
DT
51
Diversified Trust
Tennessee
$1.3M
EFG
52
Everhart Financial Group
Ohio
$1.23M -$2.34K -72 -0.2%
CIM
53
Catalyst Investment Management
New Hampshire
$1.2M +$1.19M +36,521 New
Corient Private Wealth
54
Corient Private Wealth
Florida
$1.15M +$729K +22,414 +179%
CA
55
Clearstead Advisors
Ohio
$1.11M -$748 -23 -0.1%
GAM
56
Gemmer Asset Management
California
$1.1M +$86.5K +2,659 +9%
Stifel Financial
57
Stifel Financial
Missouri
$1.09M +$146K +4,500 +16%
RTL
58
Red Tortoise LLC
Georgia
$1.09M -$55.9K -1,719 -5%
EAM
59
Evanson Asset Management
California
$1.06M +$32.1K +986 +3%
VWA
60
Visionary Wealth Advisors
Illinois
$1.04M +$133K +4,079 +15%
OFG
61
Opulen Financial Group
Virginia
$1.02M +$25.2K +774 +3%
AC
62
Avant Capital
Louisiana
$1.02M +$56.1K +1,724 +6%
ML
63
McAdam LLC
Pennsylvania
$1.01M -$13.4K -411 -1%
HighTower Advisors
64
HighTower Advisors
Illinois
$993K +$42K +1,292 +4%
EWP
65
Elevation Wealth Partners
California
$993K
SA
66
Sanctuary Advisors
Indiana
$989K +$390 +12 +0%
JIC
67
Johnson Investment Counsel
Ohio
$972K -$1.33K -41 -0.1%
YIH
68
Y-Intercept (HK)
Hong Kong
$968K -$916K -28,158 -49%
SWM
69
SigFig Wealth Management
California
$934K +$71.6K +2,199 +8%
BSCCG
70
Blue Sky Capital Consultants Group
California
$929K +$326K +10,018 +55%
MFG
71
Merit Financial Group
Georgia
$872K -$239K -7,346 -22%
Brown Advisory
72
Brown Advisory
Maryland
$853K
CFO
73
Collective Family Office
Pennsylvania
$843K +$133K +4,081 +19%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$836K -$153K -4,708 -16%
EGM
75
Engineers Gate Manager
New York
$835K +$829K +25,466 New