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Schwab 1000 Index ETF

131 hedge funds and large institutions have $1.01B invested in Schwab 1000 Index ETF in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 31 reducing their positions, and 12 closing their positions.

Holders
131
Holders Change
+8
Holders Change %
+6.5%
% of All Funds
2.07%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
22
Increased
42
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIAP
101
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$33K 750
OFG
102
Oxford Financial Group
Indiana
$22K 504
GIA
103
Goodwin Investment Advisory
Georgia
$22K 506
NG
104
NWK Group
California
$22K 500
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$21K 458
RG
106
Retirement Group
California
$20K 462
CIA
107
Choate Investment Advisors
Massachusetts
$19K 435
CA
108
Clearstead Advisors
Ohio
$18K 416 +416 New
GWANC
109
Guardian Wealth Advisors (North Carolina)
North Carolina
$13K 290 +250 +625%
ACA
110
Aptus Capital Advisors
Alabama
$13K 290 +250 +625%
PO
111
Private Ocean
California
$12K 279 +85 +44%
RBC
112
Roble Belko & Company
Pennsylvania
$11K 257
JPMorgan Chase & Co
113
JPMorgan Chase & Co
New York
$10K 237 -17 -7%
JWA
114
JFS Wealth Advisors
Pennsylvania
$9K 197 -15 -7%
IA
115
IFP Advisors
Florida
$9K 330
NFSG
116
Newbridge Financial Services Group
Florida
$9K 206
PFS
117
Prospera Financial Services
Texas
$7K 152 +152 New
BlackRock
118
BlackRock
New York
$5K 118 +118 New
APA
119
American Portfolios Advisors
New York
$3.37K 76
PA
120
Parallel Advisors
California
$2K 36 -457 -93%
HFS
121
Hantz Financial Services
Michigan
$2K 48
BCMLT
122
Beacon Capital Management LLC (Tennessee)
Tennessee
$2K 42 +42 New
CCM
123
Cribstone Capital Management
Maine
$1K 17
AAP
124
Arax Advisory Partners
Colorado
$1K 14 +14 New
AF
125
Allworth Financial
California
$1K 30 +30 New