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Schwab 1000 Index ETF

192 hedge funds and large institutions have $1.89B invested in Schwab 1000 Index ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+7
Holders Change %
+3.78%
% of All Funds
2.61%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
31
Increased
61
Reduced
42
Closed
19
Calls
$86K
Puts
$221K
Net Calls
-$135K
Net Calls Change
-$50K
Name Holding Trade Value Shares
Change
Shares
Change %
William Blair & Company
126
William Blair & Company
Illinois
$183K +$38.7K +1,436 +27%
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$183K -$6.14K -228 -3%
EWP
128
Elevation Wealth Partners
California
$179K
TCM
129
TD Capital Management
Tennessee
$132K +$404 +15 +0.3%
RIL
130
Rothschild Investment LLC
Illinois
$131K
PK
131
Pflug Koory
Nebraska
$130K
CPA
132
Cardiff Park Advisors
California
$120K
AAP
133
Arax Advisory Partners
Colorado
$113K +$113K +4,187 New
Russell Investments Group
134
Russell Investments Group
United Kingdom
$107K +$107K +3,972 New
HI
135
Harbour Investments
Wisconsin
$102K +$60.5K +2,248 +146%
IA
136
IFP Advisors
Florida
$101K
ME
137
McIlrath & Eck
Washington
$101K
HHGA
138
Halbert Hargrove Global Advisors
California
$94.5K
CIBC Private Wealth Group
139
CIBC Private Wealth Group
Georgia
$88.3K +$72.8K +3,048 +467%
BCWM
140
Bartlett & Co Wealth Management
Ohio
$87.9K +$269 +10 +0.3%
AC
141
AlphaCore Capital
California
$86K +$86K +3,196 New
AT
142
Arlington Trust
Alabama
$83.5K +$83.5K +3,100 New
NA
143
NewEdge Advisors
Louisiana
$79.4K +$27 +1 +0%
HCP
144
Hexagon Capital Partners
Arkansas
$79K +$350 +13 +0.4%
Qube Research & Technologies (QRT)
145
Qube Research & Technologies (QRT)
United Kingdom
$72.6K -$23.4K -870 -24%
National Bank of Canada
146
National Bank of Canada
Quebec, Canada
$69.2K +$69.2K +2,572 New
KFI
147
Key Financial Inc
Pennsylvania
$59.1K -$42.3K -1,571 -42%
ACA
148
Atlas Capital Advisors
Wyoming
$58K
PFP
149
Pinnacle Financial Partners
Tennessee
$56.6K +$28.3K +1,000 +100%
CAL
150
Capital Advisors Ltd
Ohio
$43K