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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0.35% less ownership

Funds ownership: 50.15%49.8% (-0.35%)

6% less capital invested

Capital invested by funds: $2B → $1.89B (-$115M)

61% less call options, than puts

Call options by funds: $86K | Put options by funds: $221K

Holders
192
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$86K
Puts
$221K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ABC
76
Associated Banc-Corp
Wisconsin
$426K
HL
77
HeadInvest LLC
Maine
$425K
CPIG
78
Chicago Partners Investment Group
Illinois
$408K
EGM
79
Engineers Gate Manager
New York
$408K
BPA
80
Beacon Pointe Advisors
California
$406K
Corient Private Wealth
81
Corient Private Wealth
Florida
$394K
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
USCWA
86
U.S. Capital Wealth Advisors
Texas
$367K
VV
87
Verity & Verity
South Carolina
$363K
LIM
88
Leavell Investment Management
Alabama
$363K
RA
89
RFG Advisory
Alabama
$352K
ML
90
McAdam LLC
Pennsylvania
$348K
Osaic Holdings
91
Osaic Holdings
Arizona
$347K
WA
92
Waverly Advisors
Alabama
$317K
OIA
93
OneDigital Investment Advisors
Kansas
$317K
JPMorgan Chase & Co
94
JPMorgan Chase & Co
New York
$305K
YIA
95
YHB Investment Advisors
Connecticut
$296K
EWM
96
Empirical Wealth Management
Washington
$281K
PIP
97
Peachtree Investment Partners
Florida
$278K
AWAG
98
ARS Wealth Advisors Group
Florida
$269K
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$262K
KIA
100
KCM Investment Advisors
California
$261K