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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0.35% less ownership

Funds ownership: 50.15%49.8% (-0.35%)

6% less capital invested

Capital invested by funds: $2B → $1.89B (-$115M)

61% less call options, than puts

Call options by funds: $86K | Put options by funds: $221K

Holders
192
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
$86K
Puts
$221K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
176
Delta Asset Management
Tennessee
$5.38K
DFC
177
DB Fitzpatrick & Co
Idaho
$5.14K
ACM
178
Anfield Capital Management
California
$3.61K
HFS
179
Hantz Financial Services
Michigan
$3K
TCA
180
Trifecta Capital Advisors
Illinois
$2.15K
Citigroup
181
Citigroup
New York
$1.59K
BCMLT
182
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.4K
SRCM
183
Signature Resources Capital Management
California
$1.35K
BNP Paribas Financial Markets
184
BNP Paribas Financial Markets
France
$1.35K
GEA
185
Glen Eagle Advisors
New Jersey
$1.08K
AIA
186
Armor Investment Advisors
North Carolina
$996
PS
187
Principal Securities
Iowa
$906
KHC
188
Koesten Hirschmann & Crabtree
Kansas
$539
MPWT
189
MassMutual Private Wealth & Trust
Connecticut
$538
GWS
190
Glassman Wealth Services
Virginia
$54
IF
191
Integrity Financial
Wyoming
$54
IRC
192
Investors Research Corp
Georgia
$23
AEPWM
193
Atlantic Edge Private Wealth Management
Florida
$1
Two Sigma Investments
194
Two Sigma Investments
New York
WAG
195
Windsor Advisory Group
Ohio
Fisher Asset Management
196
Fisher Asset Management
Washington
BOH
197
Bank of Hawaii
Hawaii
VVP
198
Venture Visionary Partners
Ohio
ST
199
Spinnaker Trust
Maine
TNB
200
Thomasville National Bank
Georgia