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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
WF
151
Welch & Forbes
Massachusetts
$209K
William Blair & Company
152
William Blair & Company
Illinois
$197K
HI
153
Harbour Investments
Wisconsin
$186K
Qube Research & Technologies (QRT)
154
Qube Research & Technologies (QRT)
United Kingdom
$185K
PIP
155
Peachtree Investment Partners
Florida
$168K
TCM
156
TD Capital Management
Tennessee
$159K
RIL
157
Rothschild Investment LLC
Illinois
$157K
PK
158
Pflug Koory
Nebraska
$156K
CPA
159
Cardiff Park Advisors
California
$143K
Russell Investments Group
160
Russell Investments Group
United Kingdom
$135K
ME
161
McIlrath & Eck
Washington
$120K
AC
162
AlphaCore Capital
California
$119K
HHGA
163
Halbert Hargrove Global Advisors
California
$113K
IA
164
IFP Advisors
Florida
$113K
BCWM
165
Bartlett & Co Wealth Management
Ohio
$105K
AT
166
Arlington Trust
Alabama
$99.6K
NA
167
NewEdge Advisors
Louisiana
$94.5K
AUB
168
Atlantic Union Bankshares
Virginia
$91.5K
National Bank of Canada
169
National Bank of Canada
Quebec, Canada
$82.6K
KFI
170
Key Financial Inc
Pennsylvania
$70.8K
CAL
171
Capital Advisors Ltd
Ohio
$51K
CAM
172
Costello Asset Management
Pennsylvania
$50.4K
SIS
173
Sound Income Strategies
Florida
$48.5K
BIM
174
Breakwater Investment Management
Washington
$37.7K
Wells Fargo
175
Wells Fargo
California
$34.6K