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Schwab 1000 Index ETF

235 hedge funds and large institutions have $2.29B invested in Schwab 1000 Index ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 91 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 54

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

0% more funds holding

Funds holding: 234235 (+1)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.48% less ownership

Funds ownership: 48.92%48.44% (-0.48%)

4% less capital invested

Capital invested by funds: $2.37B → $2.29B (-$87.1M)

Holders
235
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
2.89%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
25
Increased
91
Reduced
54
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
76
Prime Capital Investment Advisors
Kansas
$731K -$48.4K -1,479 -6%
ONB
77
Old National Bancorp
Indiana
$723K
AA
78
Ancora Advisors
Ohio
$718K
AQR Capital Management
79
AQR Capital Management
Connecticut
$700K +$244K +7,443 +50%
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$680K -$123K -3,768 -15%
Osaic Holdings
81
Osaic Holdings
Arizona
$680K -$9.01K -275 -1%
EH
82
Equitable Holdings
New York
$634K -$50.9K -1,554 -7%
LI
83
Lafayette Investments
Maryland
$610K +$637K +19,461 New
SAS
84
SMI Advisory Services
Indiana
$608K -$13.8K -421 -2%
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$599K +$626K +19,122 New
GI
86
GAMMA Investing
California
$575K
HF
87
HRT Financial
New York
$574K +$601K +18,337 New
DLCIG
88
D.L. Carlson Investment Group
New Hampshire
$563K
CPIG
89
Chicago Partners Investment Group
Illinois
$559K +$40.5K +1,235 +8%
CA
90
Crewe Advisors
Utah
$558K +$9.79K +299 +2%
VT
91
Vise Technologies
New York
$520K
PIA
92
Pinion Investment Advisors
Kansas
$519K +$1.57K +48 +0.3%
Goldman Sachs
93
Goldman Sachs
New York
$509K +$532K +16,252 New
ACM
94
Alamar Capital Management
California
$504K +$950 +29 +0.2%
ABC
95
Associated Banc-Corp
Wisconsin
$496K
HWA
96
Heartwood Wealth Advisors
Virginia
$488K +$43.8K +1,336 +9%
BPA
97
Beacon Pointe Advisors
California
$487K +$8.84K +270 +2%
WA
98
Waverly Advisors
Alabama
$481K -$40.7K -1,242 -7%
SWA
99
Stratos Wealth Advisors
Ohio
$454K -$53.5K -1,634 -10%
WG
100
Welch Group
Alabama
$451K