We are live on ! Find out more
SCHK icon

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
CAL
201
Capital Analysts LLC
Pennsylvania
$17K +$65 +2 +0.4%
BIA
202
Bell Investment Advisors
California
$16.9K -$130 -4 -0.8%
AWM
203
AE Wealth Management
Kansas
$16.4K
SAM
204
Smartleaf Asset Management
Massachusetts
$14.5K +$14.3K +440 New
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$14K -$748 -23 -5%
OSAM
206
O'Shaughnessy Asset Management
Connecticut
$13.5K
VWA
207
VSM Wealth Advisory
Maryland
$13.3K +$33 +1 +0.2%
FDCDDQ
208
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.1K
IIM
209
IFC & Insurance Marketing
California
$13K +$13K +400 New
JWA
210
JFS Wealth Advisors
Pennsylvania
$12.9K
PA
211
Parallel Advisors
California
$11.7K +$11.6K +357 New
FC
212
Financial Consulate
Maryland
$11.3K +$33 +1 +0.3%
HR
213
Howe & Rusling
New York
$11.1K +$33 +1 +0.3%
EPG
214
Estate Planners Group
Pennsylvania
$10.9K +$10.8K +332 New
NSG
215
Nalls Sherbakoff Group
Tennessee
$10.7K
CFG
216
Clayton Financial Group
Missouri
$10.1K +$9.99K +307 New
S
217
SignatureFD
Georgia
$9.87K
QWM
218
Quaker Wealth Management
New Jersey
$6.89K
GPFA
219
Game Plan Financial Advisors
Ohio
$6.63K
GWM
220
Geneos Wealth Management
Colorado
$6.56K
MCM
221
Manchester Capital Management
Vermont
$6.43K
DFC
222
DB Fitzpatrick & Co
Idaho
$6.26K
AIA
223
Armor Investment Advisors
North Carolina
$4.43K +$2.96K +91 +207%
ACM
224
Anfield Capital Management
California
$4.39K
FHA
225
Flagship Harbor Advisors
Massachusetts
$3.4K +$3.35K +103 New