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Schwab 1000 Index ETF

131 hedge funds and large institutions have $1.01B invested in Schwab 1000 Index ETF in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 31 reducing their positions, and 12 closing their positions.

Holders
131
Holders Change
+8
Holders Change %
+6.5%
% of All Funds
2.07%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
22
Increased
42
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$658M 14,953,523 +1,370,537 +10%
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$212M 4,805,853 -125,268 -3%
WA
3
Waddell & Associates
Tennessee
$38.8M 881,001 +31,156 +4%
CG
4
Colony Group
Massachusetts
$14.5M 329,306 -2,629 -0.8%
Goldman Sachs
5
Goldman Sachs
New York
$11.6M 264,406 +184,999 +233%
CBFP
6
Cedar Brook Financial Partners
Ohio
$4.24M 96,346 +4,991 +5%
HSA
7
HBK Sorce Advisory
Pennsylvania
$3.58M 81,276 -390 -0.5%
PA
8
Parkside Advisors
California
$3.48M 79,052 +37 +0%
BIP
9
Blueprint Investment Partners
North Carolina
$3.47M 78,903 -6,879 -8%
KFS
10
Kaizen Financial Strategies
California
$2.77M 62,928 +22,226 +55%
MML Investors Services
11
MML Investors Services
Massachusetts
$2.6M 59,084 -760 -1%
MF
12
Manchester Financial
California
$2.56M 58,202 +58,202 New
DACG
13
Donor Advised Charitable Giving
California
$2.54M 57,670
MWM
14
Madison Wealth Management
Ohio
$2.49M 56,505
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$2.49M 56,490 +48,009 +566%
Mariner
16
Mariner
Kansas
$2.29M 51,992 +35,867 +222%
CSWM
17
Cassady Schiller Wealth Management
Ohio
$2.04M 46,348 +4,215 +10%
Bank of America
18
Bank of America
North Carolina
$1.88M 42,622 +24,233 +132%
NP
19
NorthRock Partners
Minnesota
$1.55M 35,195 -6 -0%
USCWA
20
U.S. Capital Wealth Advisors
Texas
$1.52M 34,518 +441 +1%
LIM
21
Leavell Investment Management
Alabama
$1.38M 31,390 +4,000 +15%
KBFS
22
Kohmann Bosshard Financial Services
Ohio
$1.34M 30,315
AWM
23
Axxcess Wealth Management
California
$1.31M 29,849 -4,743 -14%
Cerity Partners
24
Cerity Partners
New York
$1.26M 28,696 -56 -0.2%
PIP
25
Peachtree Investment Partners
Florida
$1.15M 26,016 -10,482 -29%