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Schwab 1000 Index ETF

210 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, 48 reducing their positions, and 11 closing their positions.

Holders
210
Holders Change
+18
Holders Change %
+9.38%
% of All Funds
2.82%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
33
Increased
71
Reduced
48
Closed
11
Calls
$2.73M
Puts
$620K
Net Calls
+$2.11M
Net Calls Change
+$2.25M
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$354K 11,872 +3,451 +41%
WA
102
Waverly Advisors
Alabama
$341K 11,431 -344 -3%
FFA
103
Farther Finance Advisors
California
$338K 11,342 -11,413 -50%
YIA
104
YHB Investment Advisors
Connecticut
$327K 10,980 +2 +0%
IWC
105
Integrated Wealth Concepts
Massachusetts
$313K 10,508 +1,896 +22%
AWAG
106
ARS Wealth Advisors Group
Florida
$298K 10,009 +29 +0.3%
Cambridge Investment Research Advisors
107
Cambridge Investment Research Advisors
Iowa
$292K 9,782 +45 +0.5%
KIA
108
KCM Investment Advisors
California
$290K 9,712
BF
109
Brucke Financial
Indiana
$288K 9,659 +366 +4%
MWM
110
Meridian Wealth Management
Kentucky
$287K 9,628 +8 +0.1%
RW
111
RVW Wealth
California
$281K 9,436 +9,436 New
BWMG
112
Bannerman Wealth Management Group
Texas
$281K 9,427 -256 -3%
KAS
113
Kestra Advisory Services
Texas
$279K 9,342
RSWM
114
Robertson Stephens Wealth Management
California
$277K 9,290
EWM
115
Empirical Wealth Management
Washington
$277K 9,281 -1,166 -11%
RDWM
116
Red Door Wealth Management
Tennessee
$272K 9,109 +4 +0%
UBS Group
117
UBS Group
Switzerland
$271K 9,100 -150 -2%
OFG
118
Omega Financial Group
California
$264K 8,851 +20 +0.2%
FPAS
119
Focus Partners Advisor Solutions
Missouri
$263K 8,807 +8,807 New
AI
120
Accredited Investors
Minnesota
$260K 8,735 +4 +0%
BFG
121
Bouchey Financial Group
New York
$250K 8,378
SFA
122
Sequoia Financial Advisors
Ohio
$247K 8,290 +347 +4%
MMA
123
Miracle Mile Advisors
California
$245K 8,220 +42 +0.5%
VPWA
124
Vestia Personal Wealth Advisors
Indiana
$240K 8,042 -73 -0.9%
TVM
125
True Vision MN
Minnesota
$239K 8,000