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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
Holders
192
Holders Change
+7
Holders Change %
+3.78%
% of All Funds
2.61%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
31
Increased
61
Reduced
42
Closed
19
Calls
$86K
Puts
$221K
Net Calls
-$135K
Net Calls Change
-$50K
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
151
Costello Asset Management
Pennsylvania
$42.5K +$23.2K +861 +120%
SSB
152
Sandy Spring Bank
Maryland
$41.7K +$27 +1 +0.1%
BIM
153
Breakwater Investment Management
Washington
$31.6K
SIS
154
Sound Income Strategies
Florida
$27K +$27K +1,004 New
Wells Fargo
155
Wells Fargo
California
$24.5K -$404K -14,992 -94%
CBT
156
Crews Bank & Trust
Florida
$22.2K
GIA
157
GHP Investment Advisors
Colorado
$21.2K -$5.01K -186 -19%
BWM
158
Bernard Wealth Management
Michigan
$20.2K
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$19.1K -$1.51K -56 -7%
BWL
160
Bogart Wealth LLC
Virginia
$16.8K
BTI
161
Blue Trust Inc
Georgia
$16.2K -$14.7K -547 -48%
NC
162
North Capital
Utah
$15.1K +$15.1K +562 New
CAL
163
Capital Analysts LLC
Pennsylvania
$14K +$28 +1 +0.2%
BIA
164
Bell Investment Advisors
California
$13.9K -$27 -1 -0.2%
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$13K +$55 +2 +0.4%
AWM
166
AE Wealth Management
Kansas
$12.9K -$27.5K -1,021 -68%
OSAM
167
O'Shaughnessy Asset Management
Connecticut
$11.1K -$485 -18 -4%
VWA
168
VSM Wealth Advisory
Maryland
$10.8K +$27 +1 +0.3%
FDCDDQ
169
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.8K
JWA
170
JFS Wealth Advisors
Pennsylvania
$10.6K
HR
171
Howe & Rusling
New York
$9.05K +$9.05K +336 New
S
172
SignatureFD
Georgia
$8.1K
PC
173
Promus Capital
Illinois
$5.82K
AssetMark Inc
174
AssetMark Inc
California
$5.82K +$5.38K +200 +1,250%
GPFA
175
Game Plan Financial Advisors
Ohio
$5.44K