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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
IF
126
Ironwood Financial
Arizona
$281K
SC
127
SouthState Corp
Florida
$281K
AI
128
Accredited Investors
Minnesota
$281K
IWC
129
Integrated Wealth Concepts
Massachusetts
$273K
BFG
130
Bouchey Financial Group
New York
$269K
MMA
131
Miracle Mile Advisors
California
$265K
SFA
132
Sequoia Financial Advisors
Ohio
$264K
MA
133
MCF Advisors
Kentucky
$257K
TVM
134
True Vision MN
Minnesota
$257K
FMWA
135
Forvis Mazars Wealth Advisors
Missouri
$256K
VPWA
136
Vestia Personal Wealth Advisors
Indiana
$252K
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$241K
MF
138
Manchester Financial
California
$239K
QCM
139
Quantinno Capital Management
New York
$238K
VVP
140
Venture Visionary Partners
Ohio
$235K
ST
141
Spinnaker Trust
Maine
$233K
PCG
142
Prosperity Consulting Group
Maryland
$226K
TSS
143
Two Sigma Securities
New York
$225K
AWC
144
Adamsbrown Wealth Consultants
Kansas
$225K
EWM
145
Empirical Wealth Management
Washington
$221K
LIWM
146
Long Island Wealth Management
New York
$218K
GFG
147
Grantvest Financial Group
New Jersey
$218K
HP
148
Holistic Planning
Texas
$210K
EW
149
Element Wealth
Mississippi
$209K
WF
150
Welch & Forbes
Massachusetts
$209K