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Schwab 1000 Index ETF

229 hedge funds and large institutions have $2.37B invested in Schwab 1000 Index ETF in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 64 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$269K
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$30.9M
2 -$7.94M
3 -$4.44M
4
Bank of America
Bank of America
North Carolina
-$3.94M
5
GS
GTS Securities
New York
-$3.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$14K
OSAM
202
O'Shaughnessy Asset Management
Connecticut
$13.5K
VWA
203
VSM Wealth Advisory
Maryland
$13.3K
FDCDDQ
204
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.1K
IIM
205
IFC & Insurance Marketing
California
$13K
JWA
206
JFS Wealth Advisors
Pennsylvania
$12.9K
PA
207
Parallel Advisors
California
$11.7K
FC
208
Financial Consulate
Maryland
$11.3K
HR
209
Howe & Rusling
New York
$11.1K
EPGL
210
Estate Planners Group, LLC
Pennsylvania
$10.9K
NSG
211
Nalls Sherbakoff Group
Tennessee
$10.7K
CFG
212
Clayton Financial Group
Missouri
$10.1K
S
213
SignatureFD
Georgia
$9.87K
QWM
214
Quaker Wealth Management
New Jersey
$6.89K
GPFA
215
Game Plan Financial Advisors
Ohio
$6.63K
GWM
216
Geneos Wealth Management
Colorado
$6.56K
MCM
217
Manchester Capital Management
Vermont
$6.43K
DFC
218
DB Fitzpatrick & Co
Idaho
$6.26K
AIA
219
Armor Investment Advisors
North Carolina
$4.43K
ACM
220
Anfield Capital Management
California
$4.39K
FHA
221
Flagship Harbor Advisors
Massachusetts
$3.4K
CIA
222
Cape Investment Advisory
Georgia
$3.28K
TCA
223
Trifecta Capital Advisors
Illinois
$2.62K
SRCM
224
Signature Resources Capital Management
California
$1.64K
ETC
225
Exchange Traded Concepts
Oklahoma
$1.61K