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Schwab 1000 Index ETF

212 hedge funds and large institutions have $2.17B invested in Schwab 1000 Index ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
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
$2.73M
Puts
$620K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
101
Heartwood Wealth Advisors
Virginia
$356K
Envestnet Asset Management
102
Envestnet Asset Management
Illinois
$354K
WA
103
Waverly Advisors
Alabama
$341K
FFA
104
Farther Finance Advisors
California
$338K
YIA
105
YHB Investment Advisors
Connecticut
$327K
IWC
106
Integrated Wealth Concepts
Massachusetts
$313K
AWAG
107
ARS Wealth Advisors Group
Florida
$298K
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$292K
KIA
109
KCM Investment Advisors
California
$290K
BF
110
Brucke Financial
Indiana
$288K
MWM
111
Meridian Wealth Management
Kentucky
$287K
RW
112
RVW Wealth
California
$281K
BWMG
113
Bannerman Wealth Management Group
Texas
$281K
KAS
114
Kestra Advisory Services
Texas
$279K
RSWM
115
Robertson Stephens Wealth Management
California
$277K
EWM
116
Empirical Wealth Management
Washington
$277K
RDWM
117
Red Door Wealth Management
Tennessee
$272K
UBS Group
118
UBS Group
Switzerland
$271K
OFG
119
Omega Financial Group
California
$264K
FPAS
120
Focus Partners Advisor Solutions
Missouri
$263K
AI
121
Accredited Investors
Minnesota
$260K
BFG
122
Bouchey Financial Group
New York
$250K
SFA
123
Sequoia Financial Advisors
Ohio
$247K
MMA
124
Miracle Mile Advisors
California
$245K
VPWA
125
Vestia Personal Wealth Advisors
Indiana
$240K