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Schwab 1000 Index ETF

234 hedge funds and large institutions have $2.37B invested in Schwab 1000 Index ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 69 increasing their positions, 64 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

4% more funds holding

Funds holding: 224234 (+10)

8% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 64

4% more capital invested

Capital invested by funds: $2.29B → $2.37B (+$82.2M)

0.35% less ownership

Funds ownership: 49.27%48.92% (-0.35%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
234
Holders Change
+10
Holders Change %
+4.46%
% of All Funds
2.85%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.11%
New
36
Increased
69
Reduced
64
Closed
25
Calls
$269K
Puts
Net Calls
+$269K
Net Calls Change
+$269K
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
101
Beacon Pointe Advisors
California
$501K -$154K -4,738 -24%
AQR Capital Management
102
AQR Capital Management
Connecticut
$489K +$485K +14,909 New
WG
103
Welch Group
Alabama
$472K
HWA
104
Heartwood Wealth Advisors
Virginia
$467K
HWM
105
HB Wealth Management
Georgia
$460K
USCWA
106
U.S. Capital Wealth Advisors
Texas
$447K
AAP
107
Arax Advisory Partners
Colorado
$439K +$436K +13,393 New
VV
108
Verity & Verity
South Carolina
$433K
PPWM
109
Premier Private Wealth Management
Florida
$420K +$408K +12,543 New
SCP
110
Stevens Capital Partners
Nebraska
$418K +$1.27K +39 +0.3%
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$407K -$81.3K -2,497 -17%
BBPWM
112
Blue Bell Private Wealth Management
Pennsylvania
$406K -$37.9K -1,164 -9%
FPAS
113
Focus Partners Advisor Solutions
Missouri
$387K +$384K +11,805 New
LIM
114
Leavell Investment Management
Alabama
$371K -$62.5K -1,920 -14%
Royal Bank of Canada
115
Royal Bank of Canada
Ontario, Canada
$371K +$40.8K +1,254 +12%
FWA
116
Fulcrum Wealth Advisors
Washington
$356K +$353K +10,862 New
AWAG
117
ARS Wealth Advisors Group
Florida
$330K +$1.01K +31 +0.3%
KWA
118
Kingswood Wealth Advisors
California
$329K +$18.1K +557 +6%
OIA
119
OneDigital Investment Advisors
Kansas
$325K -$72.5K -2,227 -18%
BlackRock
120
BlackRock
New York
$322K -$163K -5,000 -34%
KIA
121
KCM Investment Advisors
California
$319K
KAS
122
Kestra Advisory Services
Texas
$318K -$1.37K -42 -0.4%
MWM
123
Meridian Wealth Management
Kentucky
$318K +$911 +28 +0.3%
RDWM
124
Red Door Wealth Management
Tennessee
$313K -$68.2K -2,096 -18%
UBS Group
125
UBS Group
Switzerland
$310K +$8.36K +257 +3%