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Schwab 1000 Index ETF

234 hedge funds and large institutions have $2.37B invested in Schwab 1000 Index ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 69 increasing their positions, 64 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

4% more funds holding

Funds holding: 224234 (+10)

8% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 64

4% more capital invested

Capital invested by funds: $2.29B → $2.37B (+$82.2M)

0.35% less ownership

Funds ownership: 49.27%48.92% (-0.35%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
234
Holders Change
+10
Holders Change %
+4.46%
% of All Funds
2.85%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.11%
New
36
Increased
69
Reduced
64
Closed
25
Calls
$269K
Puts
Net Calls
+$269K
Net Calls Change
+$269K
Name Holding Trade Value Shares
Change
Change in
Stake
RW
126
RVW Wealth
California
$309K
BWMG
127
Bannerman Wealth Management Group
Texas
$309K
RSWM
128
Robertson Stephens Wealth Management
California
$305K +$33 +1 +0%
PFS
129
Professional Financial Solutions
Virginia
$305K +$302K +9,287 New
IF
130
Ironwood Financial
Arizona
$293K
BF
131
Brucke Financial
Indiana
$293K -$4.75K -146 -2%
AWM
132
Axxcess Wealth Management
California
$292K +$290K +8,908 New
OFG
133
Omega Financial Group
California
$292K +$716 +22 +0.2%
AI
134
Accredited Investors
Minnesota
$287K +$130 +4 +0%
BFG
135
Bouchey Financial Group
New York
$275K
MMA
136
Miracle Mile Advisors
California
$270K
SFA
137
Sequoia Financial Advisors
Ohio
$270K +$65 +2 +0%
MA
138
MCF Advisors
Kentucky
$262K
TVM
139
True Vision MN
Minnesota
$262K
FMWA
140
Forvis Mazars Wealth Advisors
Missouri
$262K +$716 +22 +0.3%
VPWA
141
Vestia Personal Wealth Advisors
Indiana
$260K
Cambridge Investment Research Advisors
142
Cambridge Investment Research Advisors
Iowa
$259K -$30.5K -938 -11%
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$246K +$260 +8 +0.1%
MF
144
Manchester Financial
California
$244K
ST
145
Spinnaker Trust
Maine
$238K
FGA
146
Fortis Group Advisors
New Jersey
$233K +$228K +7,016 New
BIG
147
Brooklyn Investment Group
New York
$232K +$228K +6,992 New
PCG
148
Prosperity Consulting Group
Maryland
$231K
AWC
149
Adamsbrown Wealth Consultants
Kansas
$230K +$163 +5 +0.1%
EWM
150
Empirical Wealth Management
Washington
$224K -$1.24K -38 -0.6%