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Schwab 1000 Index ETF

234 hedge funds and large institutions have $2.37B invested in Schwab 1000 Index ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 69 increasing their positions, 64 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

4% more funds holding

Funds holding: 224234 (+10)

8% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 64

4% more capital invested

Capital invested by funds: $2.29B → $2.37B (+$82.2M)

0.35% less ownership

Funds ownership: 49.27%48.92% (-0.35%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
234
Holders Change
+10
Holders Change %
+4.46%
% of All Funds
2.85%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.11%
New
36
Increased
69
Reduced
64
Closed
25
Calls
$269K
Puts
Net Calls
+$269K
Net Calls Change
+$269K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
Abound Wealth Management
Tennessee
$84.3K +$83.7K +2,571 New
SFG
177
Strive Financial Group
Indiana
$70.5K +$70K +2,150 New
NA
178
NewEdge Advisors
Louisiana
$55.4K -$40.7K -1,252 -43%
CAL
179
Capital Advisors Ltd
Ohio
$52K
AUB
180
Atlantic Union Bankshares
Virginia
$50.9K -$42.2K -1,298 -46%
BTI
181
Blue Trust Inc
Georgia
$49.2K +$29.3K +899 +150%
GAMC
182
Garner Asset Management Corp
Texas
$44K +$43.6K +1,341 New
SIS
183
Sound Income Strategies
Florida
$43.6K -$6.25K -192 -13%
DCM
184
Dorato Capital Management
Colorado
$39.9K +$39K +1,200 New
KFI
185
Key Financial Inc
Pennsylvania
$38.7K -$33.1K -1,018 -46%
BIM
186
Breakwater Investment Management
Washington
$38.5K
AT
187
Arlington Trust
Alabama
$36.1K -$65.1K -2,000 -65%
Wells Fargo
188
Wells Fargo
California
$32.8K -$2.54K -78 -7%
SGK
189
Steigerwald Gordon & Koch
Virginia
$32.8K
ACA
190
Atlas Capital Advisors
Wyoming
$31.3K +$31K +954 New
LWM
191
Lodestone Wealth Management
Washington
$27.7K +$27.5K +846 New
GIA
192
GHP Investment Advisors
Colorado
$27.1K
CBT
193
Crews Bank & Trust
Florida
$27.1K
CAM
194
Costello Asset Management
Pennsylvania
$26.8K -$24.5K -753 -48%
BWM
195
Bernard Wealth Management
Michigan
$24.6K
PNC Financial Services Group
196
PNC Financial Services Group
Pennsylvania
$23.3K
AssetMark Inc
197
AssetMark Inc
California
$22.3K +$8.49K +261 +62%
BWL
198
Bogart Wealth LLC
Virginia
$20.5K
KG
199
Kilter Group
New York
$19.6K
SWP
200
Strategic Wealth Partners
Ohio
$17.6K +$17.4K +536 New