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Schwab 1000 Index ETF

216 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, 78 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
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
AI
126
Accredited Investors
Minnesota
$281K
IWC
127
Integrated Wealth Concepts
Massachusetts
$273K
BFG
128
Bouchey Financial Group
New York
$269K
MMA
129
Miracle Mile Advisors
California
$265K
SFA
130
Sequoia Financial Advisors
Ohio
$264K
MA
131
MCF Advisors
Kentucky
$257K
TVM
132
True Vision MN
Minnesota
$257K
FMWA
133
Forvis Mazars Wealth Advisors
Missouri
$256K
VPWA
134
Vestia Personal Wealth Advisors
Indiana
$252K
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$241K
MF
136
Manchester Financial
California
$239K
QCM
137
Quantinno Capital Management
New York
$238K
VVP
138
Venture Visionary Partners
Ohio
$235K
ST
139
Spinnaker Trust
Maine
$233K
PCG
140
Prosperity Consulting Group
Maryland
$226K
TSS
141
Two Sigma Securities
New York
$225K
AWC
142
Adamsbrown Wealth Consultants
Kansas
$225K
EWM
143
Empirical Wealth Management
Washington
$221K
LIWM
144
Long Island Wealth Management
New York
$218K
GFG
145
Grantvest Financial Group
New Jersey
$218K
HP
146
Holistic Planning
Texas
$210K
EW
147
Element Wealth
Mississippi
$209K
WF
148
Welch & Forbes
Massachusetts
$209K
William Blair & Company
149
William Blair & Company
Illinois
$197K
HI
150
Harbour Investments
Wisconsin
$186K