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Schwab 1000 Index ETF

213 hedge funds and large institutions have $2.17B invested in Schwab 1000 Index ETF in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
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
$2.73M
Puts
$620K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
76
SOL Capital Management
Maryland
$567K
GI
77
GAMMA Investing
California
$548K
VT
78
Vise Technologies
New York
$539K
DLCIG
79
D.L. Carlson Investment Group
New Hampshire
$532K
SWA
80
Stratos Wealth Advisors
Ohio
$512K
JP Morgan Chase
81
JP Morgan Chase
New York
$510K
KFS
82
Kaizen Financial Strategies
California
$494K
PIA
83
Pinion Investment Advisors
Kansas
$489K
ACM
84
Alamar Capital Management
California
$477K
ABC
85
Associated Banc-Corp
Wisconsin
$472K
HL
86
HeadInvest LLC
Maine
$471K
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$470K
BPA
88
Beacon Pointe Advisors
California
$464K
CPIG
89
Chicago Partners Investment Group
Illinois
$461K
WG
90
Welch Group
Alabama
$429K
AF
91
Allworth Financial
California
$418K
HWM
92
HB Wealth Management
Georgia
$412K
BBPWM
93
Blue Bell Private Wealth Management
Pennsylvania
$410K
USCWA
94
U.S. Capital Wealth Advisors
Texas
$406K
BJL
95
Brighton Jones LLC
Washington
$406K
VV
96
Verity & Verity
South Carolina
$402K
LIM
97
Leavell Investment Management
Alabama
$401K
PCIA
98
Prime Capital Investment Advisors
Kansas
$393K
SCP
99
Stevens Capital Partners
Nebraska
$373K
Corient Private Wealth
100
Corient Private Wealth
Florida
$371K