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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0.35% less ownership

Funds ownership: 50.15%49.8% (-0.35%)

6% less capital invested

Capital invested by funds: $2B → $1.89B (-$115M)

61% less call options, than puts

Call options by funds: $86K | Put options by funds: $221K

Holders
192
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
$86K
Puts
$221K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
126
William Blair & Company
Illinois
$183K
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$183K
EWP
128
Elevation Wealth Partners
California
$179K
TCM
129
TD Capital Management
Tennessee
$132K
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
Russell Investments Group
134
Russell Investments Group
United Kingdom
$107K
HI
135
Harbour Investments
Wisconsin
$102K
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
BCWM
140
Bartlett & Co Wealth Management
Ohio
$87.9K
AC
141
AlphaCore Capital
California
$86K
AT
142
Arlington Trust
Alabama
$83.5K
NA
143
NewEdge Advisors
Louisiana
$79.4K
HCP
144
Hexagon Capital Partners
Arkansas
$79K
Qube Research & Technologies (QRT)
145
Qube Research & Technologies (QRT)
United Kingdom
$72.6K
National Bank of Canada
146
National Bank of Canada
Quebec, Canada
$69.2K
KFI
147
Key Financial Inc
Pennsylvania
$59.1K
ACA
148
Atlas Capital Advisors
Wyoming
$58K
PFP
149
Pinnacle Financial Partners
Tennessee
$56.6K
CAL
150
Capital Advisors Ltd
Ohio
$43K