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Schwab 1000 Index ETF

210 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, 71 increasing their positions, 48 reducing their positions, and 11 closing their positions.

Holders
210
Holders Change
+18
Holders Change %
+9.38%
% of All Funds
2.82%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
33
Increased
71
Reduced
48
Closed
11
Calls
$2.73M
Puts
$620K
Net Calls
+$2.11M
Net Calls Change
+$2.25M
Name Market Value Shares Shares
Change
Shares
Change %
VT
76
Vise Technologies
New York
$539K 18,068 +18,068 New
DLCIG
77
D.L. Carlson Investment Group
New Hampshire
$532K 17,850 +51 +0.3%
SWA
78
Stratos Wealth Advisors
Ohio
$512K 17,175 -774 -4%
JPMorgan Chase & Co
79
JPMorgan Chase & Co
New York
$510K 17,110 +5,766 +51%
KFS
80
Kaizen Financial Strategies
California
$494K 16,562
PIA
81
Pinion Investment Advisors
Kansas
$489K 16,410 -16,316 -50%
ACM
82
Alamar Capital Management
California
$477K 16,003 +29 +0.2%
ABC
83
Associated Banc-Corp
Wisconsin
$472K 15,838
HL
84
HeadInvest LLC
Maine
$471K 15,794
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$470K 15,751 +15,751 New
BPA
86
Beacon Pointe Advisors
California
$464K 15,563 +495 +3%
CPIG
87
Chicago Partners Investment Group
Illinois
$461K 15,063 -6 -0%
WG
88
Welch Group
Alabama
$429K 14,380
AF
89
Allworth Financial
California
$418K 14,004 -65 -0.5%
HWM
90
HB Wealth Management
Georgia
$412K 13,800 -210 -1%
BBPWM
91
Blue Bell Private Wealth Management
Pennsylvania
$410K 13,752 -202 -1%
Osaic Holdings
92
Osaic Holdings
Arizona
$407K 13,880 +973 +8%
USCWA
93
U.S. Capital Wealth Advisors
Texas
$406K 13,618
BJL
94
Brighton Jones LLC
Washington
$406K 13,617 +13,617 New
VV
95
Verity & Verity
South Carolina
$402K 13,496
LIM
96
Leavell Investment Management
Alabama
$401K 13,445 -50 -0.4%
PCIA
97
Prime Capital Investment Advisors
Kansas
$393K 13,183 -62,899 -83%
SCP
98
Stevens Capital Partners
Nebraska
$373K 12,231 +12,231 New
OIA
99
OneDigital Investment Advisors
Kansas
$362K 12,125 +358 +3%
HWA
100
Heartwood Wealth Advisors
Virginia
$356K 11,941 +11,941 New