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Schwab 1000 Index ETF

160 hedge funds and large institutions have $1.82B invested in Schwab 1000 Index ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 43 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+6
Holders Change %
+3.9%
% of All Funds
2.33%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
22
Increased
43
Reduced
40
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BTI
126
Blue Trust Inc
Georgia
$29.1K
IAIM
127
International Assets Investment Management
Florida
$28.1K +$28.1K +1,074 New
GIA
128
GHP Investment Advisors
Colorado
$24.9K +$1.52K +58 +6%
William Blair & Company
129
William Blair & Company
Illinois
$20.9K -$15.3K -586 -42%
CAM
130
Costello Asset Management
Pennsylvania
$18.7K +$8.9K +340 +90%
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$18.6K
CIBC Private Wealth Group
132
CIBC Private Wealth Group
Georgia
$17.4K +$17.4K +652 New
IA
133
IFP Advisors
Florida
$17.3K
BWL
134
Bogart Wealth LLC
Virginia
$16.3K
BIA
135
Bell Investment Advisors
California
$13.4K -$105 -4 -0.8%
CAL
136
Capital Analysts LLC
Pennsylvania
$13K
Bessemer Group
137
Bessemer Group
New Jersey
$12K
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$11K
JWA
139
JFS Wealth Advisors
Pennsylvania
$10.3K
IRC
140
Investors Research Corp
Georgia
$8.99K
S
141
SignatureFD
Georgia
$7.85K
GPFA
142
Game Plan Financial Advisors
Ohio
$5.29K
DAM
143
Delta Asset Management
Tennessee
$5.23K
AssetMark Inc
144
AssetMark Inc
California
$4.5K -$7.95K -304 -64%
ACM
145
Anfield Capital Management
California
$3.51K
HFS
146
Hantz Financial Services
Michigan
$3K
IC
147
Innealta Capital
Texas
$2.77K +$2.77K +106 New
FCAS
148
First Command Advisory Services
Texas
$2.77K +$2.77K +106 New
PCMC
149
Planning Capital Management Corporation
Pennsylvania
$2.62K
TCA
150
Trifecta Capital Advisors
Illinois
$2.09K