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Schwab 1000 Index ETF

154 hedge funds and large institutions have $1.78B invested in Schwab 1000 Index ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 55 increasing their positions, 32 reducing their positions, and 11 closing their positions.

Holders
154
Holders Change
+16
Holders Change %
+11.59%
% of All Funds
2.23%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
29
Increased
55
Reduced
32
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Comerica Bank
101
Comerica Bank
Texas
$205K +$24.7K +974 +14%
MA
102
MCF Advisors
Kentucky
$203K
EW
103
Element Wealth
Mississippi
$178K
EWP
104
Elevation Wealth Partners
California
$169K
TCM
105
TD Capital Management
Tennessee
$127K +$405 +16 +0.3%
PK
106
Pflug Koory
Nebraska
$123K
SAM
107
Smartleaf Asset Management
Massachusetts
$107K +$107K +4,220 New
RDIA
108
RE Dickinson Investment Advisors
Iowa
$100K +$3.58K +142 +4%
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$99K +$60.9K +2,402 +160%
ME
110
McIlrath & Eck
Washington
$94.7K
NA
111
NewEdge Advisors
Louisiana
$77K +$5.12K +202 +7%
ACA
112
Atlas Capital Advisors
Wyoming
$71.6K
PFP
113
Pinnacle Financial Partners
Tennessee
$50.7K -$77.5K -3,060 -60%
CAL
114
Capital Advisors Ltd
Ohio
$41K
PO
115
Private Ocean
California
$40.4K +$51 +2 +0.1%
HCP
116
Hexagon Capital Partners
Arkansas
$36.6K
SSB
117
Sandy Spring Bank
Maryland
$36.2K +$19.8K +780 +120%
HI
118
Harbour Investments
Wisconsin
$36K -$3.14K -124 -8%
William Blair & Company
119
William Blair & Company
Illinois
$35.1K +$35.1K +1,386 New
UBS Group
120
UBS Group
Switzerland
$32.8K +$32.8K +1,294 New
BIM
121
Breakwater Investment Management
Washington
$29.7K +$29.7K +1,174 New
BTI
122
Blue Trust Inc
Georgia
$29.1K -$11K -436 -28%
Citigroup
123
Citigroup
New York
$27K +$27K +1,064 New
WIC
124
Woodmont Investment Counsel
Tennessee
$26.2K +$26.2K +1,036 New
GIA
125
GHP Investment Advisors
Colorado
$22.7K +$2.59K +102 +13%