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Schwab 1000 Index ETF

222 hedge funds and large institutions have $2.29B invested in Schwab 1000 Index ETF in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 81 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
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 +$36.1M
2 +$3.34M
3 +$3.24M
4
GS
GTS Securities
New York
+$3.02M
5
OCM
Orser Capital Management
Texas
+$2.58M

Top Sellers

1 -$61.2M
2 -$18.2M
3 -$8.94M
4
Goldman Sachs
Goldman Sachs
New York
-$8.75M
5
Citadel Advisors
Citadel Advisors
Florida
-$4.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
126
Cambridge Investment Research Advisors
Iowa
$284K
IF
127
Ironwood Financial
Arizona
$281K
SC
128
SouthState Corp
Florida
$281K
AI
129
Accredited Investors
Minnesota
$281K
IWC
130
Integrated Wealth Concepts
Massachusetts
$273K
BFG
131
Bouchey Financial Group
New York
$269K
MMA
132
Miracle Mile Advisors
California
$265K
SFA
133
Sequoia Financial Advisors
Ohio
$264K
MA
134
MCF Advisors
Kentucky
$257K
TVM
135
True Vision MN
Minnesota
$257K
FMWA
136
Forvis Mazars Wealth Advisors
Missouri
$256K
VPWA
137
Vestia Personal Wealth Advisors
Indiana
$252K
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$241K
MF
139
Manchester Financial
California
$239K
QCM
140
Quantinno Capital Management
New York
$238K
VVP
141
Venture Visionary Partners
Ohio
$235K
ST
142
Spinnaker Trust
Maine
$233K
PCG
143
Prosperity Consulting Group
Maryland
$226K
TSS
144
Two Sigma Securities
New York
$225K
AWC
145
Adamsbrown Wealth Consultants
Kansas
$225K
EWM
146
Empirical Wealth Management
Washington
$221K
LIWM
147
Long Island Wealth Management
New York
$218K
GFG
148
Grantvest Financial Group
New Jersey
$218K
HP
149
Holistic Planning
Texas
$210K
EW
150
Element Wealth
Mississippi
$209K