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Schwab 1000 Index ETF

192 hedge funds and large institutions have $1.89B invested in Schwab 1000 Index ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+7
Holders Change %
+3.78%
% of All Funds
2.61%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
31
Increased
61
Reduced
42
Closed
19
Calls
$86K
Puts
$221K
Net Calls
-$135K
Net Calls Change
-$50K
Name Holding Trade Value Shares
Change
Shares
Change %
BWMG
101
Bannerman Wealth Management Group
Texas
$261K
MWM
102
Meridian Wealth Management
Kentucky
$259K -$15.4K -572 -6%
KAS
103
Kestra Advisory Services
Texas
$251K +$251K +9,342 New
RSWM
104
Robertson Stephens Wealth Management
California
$250K +$250K +9,290 New
Millennium Management
105
Millennium Management
New York
$250K +$250K +9,279 New
UBS Group
106
UBS Group
Switzerland
$249K -$1.35K -50 -0.5%
BF
107
Brucke Financial
Indiana
$248K +$36.2K +1,355 +17%
TRCT
108
Tower Research Capital (TRC)
New York
$246K +$243K +9,017 +8,427%
RDWM
109
Red Door Wealth Management
Tennessee
$245K -$272K -10,089 -53%
Royal Bank of Canada
110
Royal Bank of Canada
Ontario, Canada
$245K +$41.8K +1,556 +21%
OFG
111
Omega Financial Group
California
$238K +$592 +22 +0.2%
IF
112
Ironwood Financial
Arizona
$236K +$10.1K +375 +4%
AI
113
Accredited Investors
Minnesota
$235K +$135 +5 +0.1%
TSS
114
Two Sigma Securities
New York
$233K +$233K +8,646 New
IWC
115
Integrated Wealth Concepts
Massachusetts
$232K +$232K +8,612 New
Envestnet Asset Management
116
Envestnet Asset Management
Illinois
$227K -$32K -1,189 -12%
BFG
117
Bouchey Financial Group
New York
$226K
MMA
118
Miracle Mile Advisors
California
$220K +$673 +25 +0.3%
VPWA
119
Vestia Personal Wealth Advisors
Indiana
$218K -$2.96K -110 -1%
TVM
120
True Vision MN
Minnesota
$215K
MA
121
MCF Advisors
Kentucky
$215K
SFA
122
Sequoia Financial Advisors
Ohio
$214K +$6.03K +224 +3%
Stifel Financial
123
Stifel Financial
Missouri
$202K +$202K +7,488 New
AWM
124
Axxcess Wealth Management
California
$201K
MF
125
Manchester Financial
California
$201K