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Schwab 1000 Index ETF

235 hedge funds and large institutions have $2.29B invested in Schwab 1000 Index ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 91 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 54

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

0% more funds holding

Funds holding: 234235 (+1)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.48% less ownership

Funds ownership: 48.92%48.44% (-0.48%)

4% less capital invested

Capital invested by funds: $2.37B → $2.29B (-$87.1M)

Holders
235
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
2.89%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
25
Increased
91
Reduced
54
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VAI
176
Vanguard Advisers Inc
Pennsylvania
$91.5K +$95.6K +2,919 New
National Bank of Canada
177
National Bank of Canada
Quebec, Canada
$80.6K
AWM
178
AE Wealth Management
Kansas
$69.3K +$56K +1,711 +342%
SFG
179
Strive Financial Group
Indiana
$67K
SIS
180
Sound Income Strategies
Florida
$63.4K +$23K +703 +54%
AWM
181
Angeles Wealth Management
California
$62.7K +$65.5K +2,000 New
CAL
182
Capital Advisors Ltd
Ohio
$50K
AUB
183
Atlantic Union Bankshares
Virginia
$48.6K
DCM
184
Dorato Capital Management
Colorado
$39.1K
KFI
185
Key Financial Inc
Pennsylvania
$36.9K
BIM
186
Breakwater Investment Management
Washington
$36.8K
AT
187
Arlington Trust
Alabama
$34.5K
Qube Research & Technologies (QRT)
188
Qube Research & Technologies (QRT)
United Kingdom
$33.3K -$80.2K -2,447 -70%
SGK
189
Steigerwald Gordon & Koch
Virginia
$31.3K
ACA
190
Atlas Capital Advisors
Wyoming
$29.9K
LWM
191
Lodestone Wealth Management
Washington
$26.5K
AIC
192
Archer Investment Corporation
Indiana
$26.2K +$27.4K +837 New
GIA
193
GHP Investment Advisors
Colorado
$26K +$66 +2 +0.2%
CBT
194
Crews Bank & Trust
Florida
$25.9K
CAM
195
Costello Asset Management
Pennsylvania
$25.6K +$33 +1 +0.1%
BWM
196
Bernard Wealth Management
Michigan
$23.5K
BTI
197
Blue Trust Inc
Georgia
$23.4K -$24.7K -754 -50%
AssetMark Inc
198
AssetMark Inc
California
$21.3K
BWL
199
Bogart Wealth LLC
Virginia
$19.6K
KG
200
Kilter Group
New York
$19.5K +$819 +25 +4%