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Schwab 1000 Index ETF

216 hedge funds and large institutions have $2.29B invested in Schwab 1000 Index ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
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 +$37.4M
2 +$3.47M
3 +$3.36M
4
GS
GTS Securities
New York
+$3.13M
5
OCM
Orser Capital Management
Texas
+$2.68M

Top Sellers

1 -$63.5M
2 -$18.9M
3 -$9.27M
4
Goldman Sachs
Goldman Sachs
New York
-$9.08M
5
Citadel Advisors
Citadel Advisors
Florida
-$4.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$22.8K
BWL
177
Bogart Wealth LLC
Virginia
$20K
BTI
178
Blue Trust Inc
Georgia
$19.3K
NC
179
North Capital
Utah
$18.2K
BIA
180
Bell Investment Advisors
California
$16.6K
AWM
181
AE Wealth Management
Kansas
$16.1K
ASN
182
Advisory Services Network
Georgia
$16.1K
CAL
183
Capital Analysts LLC
Pennsylvania
$16K
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$14K
AssetMark Inc
185
AssetMark Inc
California
$13.5K
OSAM
186
O'Shaughnessy Asset Management
Connecticut
$13.2K
VWA
187
VSM Wealth Advisory
Maryland
$13K
FDCDDQ
188
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.8K
JWA
189
JFS Wealth Advisors
Pennsylvania
$12.7K
FC
190
Financial Consulate
Maryland
$11.1K
HR
191
Howe & Rusling
New York
$10.9K
S
192
SignatureFD
Georgia
$9.66K
MCA
193
Midwest Capital Advisors
Michigan
$8.45K
LFG
194
Larson Financial Group
Missouri
$8.03K
PC
195
Promus Capital
Illinois
$6.94K
QWM
196
Quaker Wealth Management
New Jersey
$6.75K
GPFA
197
Game Plan Financial Advisors
Ohio
$6.49K
GWM
198
Geneos Wealth Management
Colorado
$6.42K
MCM
199
Manchester Capital Management
Vermont
$6.3K
DFC
200
DB Fitzpatrick & Co
Idaho
$6.13K