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Schwab 1000 Index ETF

160 hedge funds and large institutions have $1.82B invested in Schwab 1000 Index ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 40 reducing their positions, and 12 closing their positions.

Holders
160
Holders Change
+6
Holders Change %
+3.9%
% of All Funds
2.33%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
22
Increased
43
Reduced
40
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Comerica Bank
76
Comerica Bank
Texas
$365K 6,969 +2,916 +72%
VV
77
Verity & Verity
South Carolina
$364K 6,950
USCWA
78
U.S. Capital Wealth Advisors
Texas
$356K 6,809
FFN
79
Focus Financial Network
Minnesota
$356K 6,631 +1,194 +22%
OFG
80
Omega Financial Group
California
$355K 6,780 -31 -0.5%
Osaic Holdings
81
Osaic Holdings
Arizona
$351K 6,708 +230 +4%
ACI
82
Alpha Cubed Investments
California
$349K 6,661 +6,661 New
Corient Private Wealth
83
Corient Private Wealth
Florida
$312K 5,964 -1 -0%
AF
84
Allworth Financial
California
$311K 5,888 +250 +4%
OIA
85
OneDigital Investment Advisors
Kansas
$308K 5,885
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$284K 5,437 +25 +0.5%
CA
87
Clearstead Advisors
Ohio
$279K 5,329 +320 +6%
JPMorgan Chase & Co
88
JPMorgan Chase & Co
New York
$277K 5,296 +153 +3%
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$277K 5,291 -856 -14%
PIP
90
Peachtree Investment Partners
Florida
$272K 5,190 -73 -1%
EWM
91
Empirical Wealth Management
Washington
$265K 5,073 +229 +5%
KIA
92
KCM Investment Advisors
California
$254K 4,856
AWAG
93
ARS Wealth Advisors Group
Florida
$241K 4,610 +4,610 New
CPA
94
Cardiff Park Advisors
California
$232K 4,442
Koshinski Asset Management
95
Koshinski Asset Management
Illinois
$221K 4,146 -628 -13%
TNB
96
Thomasville National Bank
Georgia
$221K 4,220
VPWA
97
Vestia Personal Wealth Advisors
Indiana
$220K 4,198 +4,198 New
BFG
98
Bouchey Financial Group
New York
$219K 4,189
HighTower Advisors
99
HighTower Advisors
Illinois
$213K 4,102 +4,102 New
VVP
100
Venture Visionary Partners
Ohio
$212K 4,059