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Schwab 1000 Index ETF

234 hedge funds and large institutions have $2.29B invested in Schwab 1000 Index ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 91 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 54

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

0% more funds holding

Funds holding: 233234 (+1)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.48% less ownership

Funds ownership: 48.92%48.44% (-0.48%)

4% less capital invested

Capital invested by funds: $2.37B → $2.29B (-$87.1M)

Holders
234
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
2.88%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
25
Increased
91
Reduced
54
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.37B -$2.15M -65,732 -0.2%
LWMT
2
Legacy Wealth Management (Tennessee)
Tennessee
$188M -$3.83M -117,027 -2%
Creative Planning
3
Creative Planning
Kansas
$122M +$25.1M +764,961 +24%
WIM
4
Warwick Investment Management
Texas
$112M +$2.56M +78,125 +2%
Charles Schwab
5
Charles Schwab
California
$108M -$871K -26,579 -0.8%
AAG
6
Armstrong Advisory Group
Massachusetts
$77.6M -$1.6M -48,970 -2%
WA
7
Waddell & Associates
Tennessee
$67.1M +$2.29M +69,887 +3%
PSA
8
Plum Street Advisors
Louisiana
$22.6M +$811K +24,744 +4%
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$15M +$7.57K +231 +0%
Mariner
10
Mariner
Kansas
$14.1M +$4.44M +135,589 +43%
LWM
11
Lighthouse Wealth Management
Ohio
$12.3M +$535K +16,321 +4%
CAAM
12
Cornerstone Advisors Asset Management
Pennsylvania
$8.09M +$2.09M +63,859 +33%
LPL Financial
13
LPL Financial
California
$7.72M +$334K +10,192 +4%
SEIA
14
Signature Estate & Investment Advisors
California
$6.82M +$402K +12,258 +6%
BSTWA
15
Blake Schutter Theil Wealth Advisors
Ohio
$5.96M -$1.97M -60,050 -24%
NP
16
NorthRock Partners
Minnesota
$5.49M -$128K -3,900 -2%
Bank of America
17
Bank of America
North Carolina
$5.44M -$143K -4,378 -2%
FL
18
FreeGulliver LLC
Louisiana
$4.6M +$2.28M +69,645 +90%
HSA
19
HBK Sorce Advisory
Pennsylvania
$4.43M
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$4.26M +$3.12M +95,370 +235%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$3.93M -$719K -21,946 -15%
BSCCG
22
Blue Sky Capital Consultants Group
California
$3.86M +$3.11M +94,795 +335%
DACG
23
Donor Advised Charitable Giving
California
$3.67M
Cerity Partners
24
Cerity Partners
New York
$3.66M -$47.1K -1,438 -1%
MCM
25
MAI Capital Management
Ohio
$3.43M +$10.8K +329 +0.3%