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Schwab 1000 Index ETF

169 hedge funds and large institutions have $1.95B invested in Schwab 1000 Index ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 36 reducing their positions, and 13 closing their positions.

Holders
169
Holders Change
+9
Holders Change %
+5.63%
% of All Funds
2.45%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
23
Increased
65
Reduced
36
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MMA
101
Miracle Mile Advisors
California
$225K 4,063 +4,063 New
MA
102
MCF Advisors
Kentucky
$221K 4,000
TVM
103
True Vision MN
Minnesota
$221K 4,000
WF
104
Welch & Forbes
Massachusetts
$219K 3,962 +3,962 New
AWM
105
Axxcess Wealth Management
California
$216K 3,912 -131 -3%
VVP
106
Venture Visionary Partners
Ohio
$211K 3,809 -250 -6%
I
107
INVST
Indiana
$208K 3,767 +3,767 New
MF
108
Manchester Financial
California
$206K 3,725 +3,725 New
TNB
109
Thomasville National Bank
Georgia
$201K 3,640 -580 -14%
ST
110
Spinnaker Trust
Maine
$200K 3,622 +3,622 New
EW
111
Element Wealth
Mississippi
$194K 3,512
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$193K 3,509 +2,308 +192%
EWP
113
Elevation Wealth Partners
California
$184K 3,332
Royal Bank of Canada
114
Royal Bank of Canada
Ontario, Canada
$182K 3,289 -14,713 -82%
RDIA
115
RE Dickinson Investment Advisors
Iowa
$179K 3,240 +1,246 +62%
UBS Group
116
UBS Group
Switzerland
$144K 2,601 +1,954 +302%
TCM
117
TD Capital Management
Tennessee
$140K 2,531 +15 +0.6%
RIL
118
Rothschild Investment LLC
Illinois
$135K 2,440
PK
119
Pflug Koory
Nebraska
$134K 2,418 +2,418 New
TRCT
120
Tower Research Capital (TRC)
New York
$114K 2,065 +409 +25%
Qube Research & Technologies (QRT)
121
Qube Research & Technologies (QRT)
United Kingdom
$106K 1,925 -404 -17%
IA
122
IFP Advisors
Florida
$104K 1,880 +1,550 +470%
ME
123
McIlrath & Eck
Washington
$103K 1,869
BCWM
124
Bartlett & Co Wealth Management
Ohio
$89.7K 1,623 +1,623 New
NA
125
NewEdge Advisors
Louisiana
$84.1K 1,520