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Schwab 1000 Index ETF

232 hedge funds and large institutions have $2.29B invested in Schwab 1000 Index ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 91 increasing their positions, 52 reducing their positions, and 20 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
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RW
126
RVW Wealth
California
$287K
KJWM
127
Kiley Juergens Wealth Management
Washington
$285K
KWA
128
Kingswood Wealth Advisors
California
$284K
VCAM
129
Van Cleef Asset Management
Ohio
$283K
AWM
130
Axxcess Wealth Management
California
$282K
BF
131
Brucke Financial
Indiana
$280K
OFG
132
Omega Financial Group
California
$279K
MMA
133
Miracle Mile Advisors
California
$278K
BFG
134
Bouchey Financial Group
New York
$274K
IF
135
Ironwood Financial
Arizona
$274K
AI
136
Accredited Investors
Minnesota
$274K
RA
137
RFG Advisory
Alabama
$274K
MA
138
MCF Advisors
Kentucky
$251K
FMWA
139
Forvis Mazars Wealth Advisors
Missouri
$251K
TVM
140
True Vision MN
Minnesota
$250K
CCA
141
Cadent Capital Advisors
Oklahoma
$244K
BIG
142
Brooklyn Investment Group
New York
$244K
VPWA
143
Vestia Personal Wealth Advisors
Indiana
$243K
FGA
144
Fortis Group Advisors
New Jersey
$243K
Cambridge Investment Research Advisors
145
Cambridge Investment Research Advisors
Iowa
$239K
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
$235K
MF
147
Manchester Financial
California
$233K
ST
148
Spinnaker Trust
Maine
$227K
EAM
149
Evanson Asset Management
California
$226K
PCG
150
Prosperity Consulting Group
Maryland
$221K