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Schwab 1000 Index ETF

219 hedge funds and large institutions have $2.29B invested in Schwab 1000 Index ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
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
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$37.4M
2 +$3.47M
3 +$3.36M
4
GS
GTS Securities
New York
+$3.13M
5
OCM
Orser Capital Management
Texas
+$2.68M

Top Sellers

1 -$63.5M
2 -$18.9M
3 -$9.27M
4
Goldman Sachs
Goldman Sachs
New York
-$9.08M
5
Citadel Advisors
Citadel Advisors
Florida
-$4.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LIM
101
Leavell Investment Management
Alabama
$425K
VV
102
Verity & Verity
South Carolina
$424K
BJL
103
Brighton Jones LLC
Washington
$410K
SCP
104
Stevens Capital Partners
Nebraska
$409K
WA
105
Waverly Advisors
Alabama
$408K
Corient Private Wealth
106
Corient Private Wealth
Florida
$402K
OIA
107
OneDigital Investment Advisors
Kansas
$390K
RDWM
108
Red Door Wealth Management
Tennessee
$374K
FFA
109
Farther Finance Advisors
California
$364K
Envestnet Asset Management
110
Envestnet Asset Management
Illinois
$342K
YIA
111
YHB Investment Advisors
Connecticut
$324K
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$323K
AWAG
113
ARS Wealth Advisors Group
Florida
$322K
KAS
114
Kestra Advisory Services
Texas
$313K
KIA
115
KCM Investment Advisors
California
$312K
MWM
116
Meridian Wealth Management
Kentucky
$310K
WANY
117
Wealthspire Advisors (New York)
New York
$309K
KWA
118
Kingswood Wealth Advisors
California
$304K
RW
119
RVW Wealth
California
$303K
BWMG
120
Bannerman Wealth Management Group
Texas
$303K
BF
121
Brucke Financial
Indiana
$298K
RSWM
122
Robertson Stephens Wealth Management
California
$298K
UBS Group
123
UBS Group
Switzerland
$296K
OFG
124
Omega Financial Group
California
$285K
Cambridge Investment Research Advisors
125
Cambridge Investment Research Advisors
Iowa
$284K