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Schwab 1000 Index ETF

213 hedge funds and large institutions have $2.17B invested in Schwab 1000 Index ETF in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
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
OIA
101
OneDigital Investment Advisors
Kansas
$362K
HWA
102
Heartwood Wealth Advisors
Virginia
$356K
Envestnet Asset Management
103
Envestnet Asset Management
Illinois
$354K
WA
104
Waverly Advisors
Alabama
$341K
FFA
105
Farther Finance Advisors
California
$338K
YIA
106
YHB Investment Advisors
Connecticut
$327K
IWC
107
Integrated Wealth Concepts
Massachusetts
$313K
AWAG
108
ARS Wealth Advisors Group
Florida
$298K
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$292K
KIA
110
KCM Investment Advisors
California
$290K
BF
111
Brucke Financial
Indiana
$288K
MWM
112
Meridian Wealth Management
Kentucky
$287K
RW
113
RVW Wealth
California
$281K
BWMG
114
Bannerman Wealth Management Group
Texas
$281K
KAS
115
Kestra Advisory Services
Texas
$279K
RSWM
116
Robertson Stephens Wealth Management
California
$277K
EWM
117
Empirical Wealth Management
Washington
$277K
RDWM
118
Red Door Wealth Management
Tennessee
$272K
UBS Group
119
UBS Group
Switzerland
$271K
OFG
120
Omega Financial Group
California
$264K
FPAS
121
Focus Partners Advisor Solutions
Missouri
$263K
AI
122
Accredited Investors
Minnesota
$260K
BFG
123
Bouchey Financial Group
New York
$250K
SFA
124
Sequoia Financial Advisors
Ohio
$247K
MMA
125
Miracle Mile Advisors
California
$245K