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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0.35% less ownership

Funds ownership: 50.15%49.8% (-0.35%)

6% less capital invested

Capital invested by funds: $2B → $1.89B (-$115M)

61% less call options, than puts

Call options by funds: $86K | Put options by funds: $221K

Holders
192
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$86K
Puts
$221K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWMG
101
Bannerman Wealth Management Group
Texas
$261K
MWM
102
Meridian Wealth Management
Kentucky
$259K
KAS
103
Kestra Advisory Services
Texas
$251K
RSWM
104
Robertson Stephens Wealth Management
California
$250K
Millennium Management
105
Millennium Management
New York
$250K
UBS Group
106
UBS Group
Switzerland
$249K
BF
107
Brucke Financial
Indiana
$248K
TRCT
108
Tower Research Capital (TRC)
New York
$246K
RDWM
109
Red Door Wealth Management
Tennessee
$245K
Royal Bank of Canada
110
Royal Bank of Canada
Ontario, Canada
$245K
OFG
111
Omega Financial Group
California
$238K
IF
112
Ironwood Financial
Arizona
$236K
AI
113
Accredited Investors
Minnesota
$235K
TSS
114
Two Sigma Securities
New York
$233K
IWC
115
Integrated Wealth Concepts
Massachusetts
$232K
Envestnet Asset Management
116
Envestnet Asset Management
Illinois
$227K
BFG
117
Bouchey Financial Group
New York
$226K
MMA
118
Miracle Mile Advisors
California
$220K
VPWA
119
Vestia Personal Wealth Advisors
Indiana
$218K
TVM
120
True Vision MN
Minnesota
$215K
MA
121
MCF Advisors
Kentucky
$215K
SFA
122
Sequoia Financial Advisors
Ohio
$214K
Stifel Financial
123
Stifel Financial
Missouri
$202K
AWM
124
Axxcess Wealth Management
California
$201K
MF
125
Manchester Financial
California
$201K