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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
LIWM
151
Long Island Wealth Management
New York
$223K
GFG
152
Grantvest Financial Group
New Jersey
$222K -$521 -16 -0.2%
Tudor Investment Corp
153
Tudor Investment Corp
Connecticut
$221K +$219K +6,735 New
HP
154
Holistic Planning
Texas
$215K
EW
155
Element Wealth
Mississippi
$213K
EWA
156
EP Wealth Advisors
California
$211K +$210K +6,440 New
IWC
157
Integrated Wealth Concepts
Massachusetts
$210K -$68.6K -2,107 -25%
SC
158
SouthState Corp
Florida
$207K -$79.1K -2,430 -28%
William Blair & Company
159
William Blair & Company
Illinois
$201K
HI
160
Harbour Investments
Wisconsin
$187K -$3.25K -100 -2%
PIP
161
Peachtree Investment Partners
Florida
$172K +$521 +16 +0.3%
RIL
162
Rothschild Investment LLC
Illinois
$160K
PK
163
Pflug Koory
Nebraska
$159K +$228 +7 +0.1%
MWA
164
Medallion Wealth Advisors
Connecticut
$148K
CPA
165
Cardiff Park Advisors
California
$146K
Russell Investments Group
166
Russell Investments Group
United Kingdom
$138K
TCM
167
TD Capital Management
Tennessee
$131K -$30.4K -934 -19%
IA
168
IFP Advisors
Florida
$128K +$12.4K +382 +11%
AC
169
AlphaCore Capital
California
$124K +$3.12K +96 +3%
ME
170
McIlrath & Eck
Washington
$123K
Qube Research & Technologies (QRT)
171
Qube Research & Technologies (QRT)
United Kingdom
$115K -$73.3K -2,253 -39%
HHGA
172
Halbert Hargrove Global Advisors
California
$115K
BCWM
173
Bartlett & Co Wealth Management
Ohio
$108K +$325 +10 +0.3%
GRP
174
Global Retirement Partners
California
$107K +$107K +3,275 +163,750%
National Bank of Canada
175
National Bank of Canada
Quebec, Canada
$84.3K