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Schwab 1000 Index ETF

212 hedge funds and large institutions have $2.17B invested in Schwab 1000 Index ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
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
GI
76
GAMMA Investing
California
$548K
VT
77
Vise Technologies
New York
$539K
DLCIG
78
D.L. Carlson Investment Group
New Hampshire
$532K
SWA
79
Stratos Wealth Advisors
Ohio
$512K
JP Morgan Chase
80
JP Morgan Chase
New York
$510K
KFS
81
Kaizen Financial Strategies
California
$494K
PIA
82
Pinion Investment Advisors
Kansas
$489K
ACM
83
Alamar Capital Management
California
$477K
ABC
84
Associated Banc-Corp
Wisconsin
$472K
HL
85
HeadInvest LLC
Maine
$471K
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$470K
BPA
87
Beacon Pointe Advisors
California
$464K
CPIG
88
Chicago Partners Investment Group
Illinois
$461K
WG
89
Welch Group
Alabama
$429K
AF
90
Allworth Financial
California
$418K
HWM
91
HB Wealth Management
Georgia
$412K
BBPWM
92
Blue Bell Private Wealth Management
Pennsylvania
$410K
USCWA
93
U.S. Capital Wealth Advisors
Texas
$406K
BJL
94
Brighton Jones LLC
Washington
$406K
VV
95
Verity & Verity
South Carolina
$402K
LIM
96
Leavell Investment Management
Alabama
$401K
PCIA
97
Prime Capital Investment Advisors
Kansas
$393K
SCP
98
Stevens Capital Partners
Nebraska
$373K
Corient Private Wealth
99
Corient Private Wealth
Florida
$371K
OIA
100
OneDigital Investment Advisors
Kansas
$362K