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Schwab 1000 Index ETF

226 hedge funds and large institutions have $2.37B invested in Schwab 1000 Index ETF in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 68 increasing their positions, 64 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
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
HWA
101
Heartwood Wealth Advisors
Virginia
$467K
HWM
102
HB Wealth Management
Georgia
$460K
USCWA
103
U.S. Capital Wealth Advisors
Texas
$447K
AAP
104
Arax Advisory Partners
Colorado
$439K
VV
105
Verity & Verity
South Carolina
$433K
PPWM
106
Premier Private Wealth Management
Florida
$420K
SCP
107
Stevens Capital Partners
Nebraska
$418K
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$407K
BBPWM
109
Blue Bell Private Wealth Management
Pennsylvania
$406K
FPAS
110
Focus Partners Advisor Solutions
Missouri
$387K
LIM
111
Leavell Investment Management
Alabama
$371K
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$371K
FWA
113
Fulcrum Wealth Advisors
Washington
$356K
AWAG
114
ARS Wealth Advisors Group
Florida
$330K
KWA
115
Kingswood Wealth Advisors
California
$329K
OIA
116
OneDigital Investment Advisors
Kansas
$325K
BlackRock
117
BlackRock
New York
$322K
KIA
118
KCM Investment Advisors
California
$319K
KAS
119
Kestra Advisory Services
Texas
$318K
MWM
120
Meridian Wealth Management
Kentucky
$318K
RDWM
121
Red Door Wealth Management
Tennessee
$313K
UBS Group
122
UBS Group
Switzerland
$310K
RW
123
RVW Wealth
California
$309K
BWMG
124
Bannerman Wealth Management Group
Texas
$309K
RSWM
125
Robertson Stephens Wealth Management
California
$305K