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Schwab 1000 Index ETF

232 hedge funds and large institutions have $2.37B invested in Schwab 1000 Index ETF in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 69 increasing their positions, 64 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$269K
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$30.9M
2 -$7.94M
3 -$4.44M
4
Bank of America
Bank of America
North Carolina
-$3.94M
5
GS
GTS Securities
New York
-$3.13M
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
101
AQR Capital Management
Connecticut
$489K
WG
102
Welch Group
Alabama
$472K
HWA
103
Heartwood Wealth Advisors
Virginia
$467K
HWM
104
HB Wealth Management
Georgia
$460K
USCWA
105
U.S. Capital Wealth Advisors
Texas
$447K
AAP
106
Arax Advisory Partners
Colorado
$439K
VV
107
Verity & Verity
South Carolina
$433K
PPWM
108
Premier Private Wealth Management
Florida
$420K
SCP
109
Stevens Capital Partners
Nebraska
$418K
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$407K
BBPWM
111
Blue Bell Private Wealth Management
Pennsylvania
$406K
FPAS
112
Focus Partners Advisor Solutions
Missouri
$387K
LIM
113
Leavell Investment Management
Alabama
$371K
Royal Bank of Canada
114
Royal Bank of Canada
Ontario, Canada
$371K
FWA
115
Fulcrum Wealth Advisors
Washington
$356K
AWAG
116
ARS Wealth Advisors Group
Florida
$330K
KWA
117
Kingswood Wealth Advisors
California
$329K
OIA
118
OneDigital Investment Advisors
Kansas
$325K
BlackRock
119
BlackRock
New York
$322K
KIA
120
KCM Investment Advisors
California
$319K
KAS
121
Kestra Advisory Services
Texas
$318K
MWM
122
Meridian Wealth Management
Kentucky
$318K
RDWM
123
Red Door Wealth Management
Tennessee
$313K
UBS Group
124
UBS Group
Switzerland
$310K
RW
125
RVW Wealth
California
$309K