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Schwab 1000 Index ETF

212 hedge funds and large institutions have $2.17B invested in Schwab 1000 Index ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 48 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
+20
Holders Change %
+10.42%
% of All Funds
2.85%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
33
Increased
72
Reduced
48
Closed
11
Calls
$2.73M
Puts
$620K
Net Calls
+$2.11M
Net Calls Change
+$2.25M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
151
AE Wealth Management
Kansas
$122K +$108K +3,616 +753%
AAP
152
Arax Advisory Partners
Colorado
$118K -$6.5K -218 -5%
HI
153
Harbour Investments
Wisconsin
$117K +$3.82K +128 +3%
ME
154
McIlrath & Eck
Washington
$111K
CIBC Private Wealth Group
155
CIBC Private Wealth Group
Georgia
$110K
AC
156
AlphaCore Capital
California
$110K +$14.9K +500 +16%
HHGA
157
Halbert Hargrove Global Advisors
California
$105K
IA
158
IFP Advisors
Florida
$105K -$7.46K -250 -7%
BCWM
159
Bartlett & Co Wealth Management
Ohio
$97.6K +$298 +10 +0.3%
AT
160
Arlington Trust
Alabama
$92.4K
NA
161
NewEdge Advisors
Louisiana
$87.9K +$30 +1 +0%
AUB
162
Atlantic Union Bankshares
Virginia
$84.9K +$84.9K +2,847 New
National Bank of Canada
163
National Bank of Canada
Quebec, Canada
$76.7K
KFI
164
Key Financial Inc
Pennsylvania
$65.5K
ACA
165
Atlas Capital Advisors
Wyoming
$64.2K
BBHC
166
Brown Brothers Harriman & Co
New York
$58.4K +$58.4K +1,960 New
CAL
167
Capital Advisors Ltd
Ohio
$48K
CAM
168
Costello Asset Management
Pennsylvania
$46.8K -$268 -9 -0.6%
SIS
169
Sound Income Strategies
Florida
$44.7K +$14.7K +494 +49%
BIM
170
Breakwater Investment Management
Washington
$35K
LFG
171
Larson Financial Group
Missouri
$29.8K +$29.8K +1,000 New
Wells Fargo
172
Wells Fargo
California
$27.1K
CIA
173
Choate Investment Advisors
Massachusetts
$25.9K +$25.9K +870 New
CBT
174
Crews Bank & Trust
Florida
$24.6K
MAWAG
175
Mid-American Wealth Advisory Group
Missouri
$24.1K +$24.1K +807 New