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Schwab 1000 Index ETF

192 hedge funds and large institutions have $1.89B invested in Schwab 1000 Index ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+7
Holders Change %
+3.78%
% of All Funds
2.61%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
31
Increased
61
Reduced
42
Closed
19
Calls
$86K
Puts
$221K
Net Calls
-$135K
Net Calls Change
-$50K
Name Holding Trade Value Shares
Change
Shares
Change %
ABC
76
Associated Banc-Corp
Wisconsin
$426K
HL
77
HeadInvest LLC
Maine
$425K +$425K +15,794 New
CPIG
78
Chicago Partners Investment Group
Illinois
$408K +$379 +14 +0.1%
EGM
79
Engineers Gate Manager
New York
$408K +$408K +15,140 New
BPA
80
Beacon Pointe Advisors
California
$406K +$269 +10 +0.1%
Corient Private Wealth
81
Corient Private Wealth
Florida
$394K +$63K +2,341 +19%
WG
82
Welch Group
Alabama
$385K
HWM
83
HB Wealth Management
Georgia
$377K
BBPWM
84
Blue Bell Private Wealth Management
Pennsylvania
$376K
AF
85
Allworth Financial
California
$371K +$20.8K +790 +6%
USCWA
86
U.S. Capital Wealth Advisors
Texas
$367K
VV
87
Verity & Verity
South Carolina
$363K
LIM
88
Leavell Investment Management
Alabama
$363K -$6.6K -245 -2%
RA
89
RFG Advisory
Alabama
$352K +$352K +13,086 New
ML
90
McAdam LLC
Pennsylvania
$348K -$134K -4,966 -28%
Osaic Holdings
91
Osaic Holdings
Arizona
$347K -$32.5K -1,209 -9%
WA
92
Waverly Advisors
Alabama
$317K +$317K +11,775 New
OIA
93
OneDigital Investment Advisors
Kansas
$317K +$10.8K +400 +4%
JPMorgan Chase & Co
94
JPMorgan Chase & Co
New York
$305K +$2.5K +93 +0.8%
YIA
95
YHB Investment Advisors
Connecticut
$296K -$97.8K -3,632 -25%
EWM
96
Empirical Wealth Management
Washington
$281K
PIP
97
Peachtree Investment Partners
Florida
$278K +$808 +30 +0.3%
AWAG
98
ARS Wealth Advisors Group
Florida
$269K +$835 +31 +0.3%
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$262K -$18.2K -676 -6%
KIA
100
KCM Investment Advisors
California
$261K