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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
SGK
176
Steigerwald Gordon & Koch
Virginia
$32.1K
GIA
177
GHP Investment Advisors
Colorado
$26.5K
CBT
178
Crews Bank & Trust
Florida
$26.5K
BWM
179
Bernard Wealth Management
Michigan
$24.1K
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$22.8K
BWL
181
Bogart Wealth LLC
Virginia
$20K
BTI
182
Blue Trust Inc
Georgia
$19.3K
KG
183
Kilter Group
New York
$19.2K
NC
184
North Capital
Utah
$18.2K
BIA
185
Bell Investment Advisors
California
$16.6K
AWM
186
AE Wealth Management
Kansas
$16.1K
ASN
187
Advisory Services Network
Georgia
$16.1K
CAL
188
Capital Analysts LLC
Pennsylvania
$16K
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$14K
AssetMark Inc
190
AssetMark Inc
California
$13.5K
OSAM
191
O'Shaughnessy Asset Management
Connecticut
$13.2K
VWA
192
VSM Wealth Advisory
Maryland
$13K
FDCDDQ
193
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.8K
JWA
194
JFS Wealth Advisors
Pennsylvania
$12.7K
FC
195
Financial Consulate
Maryland
$11.1K
HR
196
Howe & Rusling
New York
$10.9K
NSG
197
Nalls Sherbakoff Group
Tennessee
$10.5K
S
198
SignatureFD
Georgia
$9.66K
MCA
199
Midwest Capital Advisors
Michigan
$8.45K
LFG
200
Larson Financial Group
Missouri
$8.03K