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Schwab 1000 Index ETF

219 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, 80 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
219
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
GIA
176
GHP Investment Advisors
Colorado
$26.5K
CBT
177
Crews Bank & Trust
Florida
$26.5K
BWM
178
Bernard Wealth Management
Michigan
$24.1K
PNC Financial Services Group
179
PNC Financial Services Group
Pennsylvania
$22.8K
BWL
180
Bogart Wealth LLC
Virginia
$20K
BTI
181
Blue Trust Inc
Georgia
$19.3K
NC
182
North Capital
Utah
$18.2K
BIA
183
Bell Investment Advisors
California
$16.6K
AWM
184
AE Wealth Management
Kansas
$16.1K
ASN
185
Advisory Services Network
Georgia
$16.1K
CAL
186
Capital Analysts LLC
Pennsylvania
$16K
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$14K
AssetMark Inc
188
AssetMark Inc
California
$13.5K
OSAM
189
O'Shaughnessy Asset Management
Connecticut
$13.2K
VWA
190
VSM Wealth Advisory
Maryland
$13K
FDCDDQ
191
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.8K
JWA
192
JFS Wealth Advisors
Pennsylvania
$12.7K
FC
193
Financial Consulate
Maryland
$11.1K
HR
194
Howe & Rusling
New York
$10.9K
S
195
SignatureFD
Georgia
$9.66K
MCA
196
Midwest Capital Advisors
Michigan
$8.45K
LFG
197
Larson Financial Group
Missouri
$8.03K
PC
198
Promus Capital
Illinois
$6.94K
QWM
199
Quaker Wealth Management
New Jersey
$6.75K
GPFA
200
Game Plan Financial Advisors
Ohio
$6.49K