Who owns Schwab 1000 Index Etf etf?

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Analyze quarterly positions in Schwab 1000 Index Etf etf with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Schwab 1000 Index Etf etf stock

Who bought or sold Schwab 1000 Index Etf etf this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Financial Engines Advisors L.L.C 47M $1.3B -2% Mar 2025
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Legacy Wealth Management 6.9M $186M -1% Mar 2025
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Warwick Investment Management 4.4M $124M 109% Dec 2024
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Armstrong Advisory Group 2.6M $75M 0% Mar 2025
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Waddell & Associates 2.0M $54M 3% Mar 2025
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Colony 502k $14M 99% Dec 2024
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Two Sigma Investments 438k $12M 100% Dec 2024
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Blake Schutter Theil Wealth Advisors 357k $9.6M -43% Mar 2025
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Main Street Financial Solutions 340k $9.2M 12% Mar 2025
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Mariner Wealth Advisors 243k $6.9M 135% Dec 2024
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Bank of America Corporation 205k $5.8M 85% Dec 2024
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Signature Estate and Investment Advisors 199k $5.6M 100% Dec 2024
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Us Bancorp 157k $4.2M 28% Mar 2025
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Cassady Schiller Wealth Management 137k $3.9M 112% Dec 2024
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HBK Sorce Advisory 134k $3.6M 0% Mar 2025
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LPL Financial 129k $3.5M 25% Mar 2025
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Schwab Charitable Fund 120k $3.2M 0% Mar 2025
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Grubman Wealth Management 120k $3.2M 0% Mar 2025
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Creative Planning 113k $3.2M 119% Dec 2024
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MAI Wealth Advisors 111k $3.1M 100% Dec 2024
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HPM Partners 93k $2.5M -2% Mar 2025
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Renaissance Technologies 92k $2.6M 299% Dec 2024
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Captrust Financial Advisors 80k $2.3M 124% Dec 2024
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Aptus Capital Advisors 79k $2.2M 114% Dec 2024
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Guardian Wealth Advisors, Llc / Nc 79k $2.2M 114% Dec 2024
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Morgan Stanley 79k $2.2M 97% Dec 2024
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FMR 76k $2.0M 1% Mar 2025
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Mml Investors Services 74k $2.1M 104% Dec 2024
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Cornerstone Advisors Asset Management 74k $2.0M 0% Mar 2025
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NorthRock Partners 67k $1.8M -2% Mar 2025
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Blue Sky Capital Consultants Group 65k $1.8M 100% Dec 2024
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Richardson Capital Management 62k $1.7M 0% Mar 2025
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Kohmann Bosshard Financial Services 61k $1.6M 0% Mar 2025
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Cetera Investment Advisers 61k $1.7M 100% Dec 2024
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Raymond James Financial 49k $1.4M 100% Dec 2024
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Northwestern Mutual Wealth Management Company 48k $1.3M 95% Dec 2024
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Commonwealth Equity Services 47k $1.3M 106% Dec 2024
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Private Capital Management 44k $1.3M 97% Dec 2024
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SCBT Financial Corporation 43k $1.2M 100% Mar 2025
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Merit Financial Group 40k $1.1M 100% Mar 2025
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Fiduciary Financial Group 40k $1.0M 180% Mar 2025
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Sherrill & Hutchins Financial Advisory 37k $988k 0% Mar 2025
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Red Tortoise 35k $940k 0% Mar 2025
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KC Investment Advisors 33k $881k 101% Mar 2025
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Windsor Advisory Group 32k $906k 0% Dec 2024
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Evanson Asset Management 31k $846k 0% Mar 2025
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Everhart Financial Group 31k $823k 0% Mar 2025
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Johnson Investment Counsel 30k $810k 17% Mar 2025
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Visionary Wealth Advisors 29k $820k 94% Dec 2024
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Avant Capital 28k $756k 1% Mar 2025
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Collective Family Office 28k $741k -16% Mar 2025
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Hartland & Co 27k $755k 143% Dec 2024
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Brown Advisory Holdings Incorporated 26k $700k 0% Mar 2025
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Atria Wealth Solutions 24k $666k 100% Dec 2024
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Goldman Sachs Group 23k $629k 100% Mar 2025
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Old National Trust Company 23k $621k 0% Mar 2025
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Ancora Advisors 23k $649k 74% Dec 2024
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Farther Finance Advisors 23k $615k 100% Mar 2025
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Wealth Enhancement Advisory Services 22k $591k 6% Mar 2025
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Opulen Financial Group 21k $569k 100% Mar 2025
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Crewe Advisors 20k $542k 0% Mar 2025
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SMI Advisory Services 20k $477k -2% Mar 2025
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Brian McDonald 19k $543k 120% Dec 2024
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SOL Capital Management 19k $511k 0% Mar 2025
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SigFig Wealth Management 19k $496k 100% Mar 2025
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GAMMA Investing 18k $494k 0% Mar 2025
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Gemmer Asset Management 18k $491k 100% Mar 2025
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Stratos Wealth Advisors 18k $483k -1% Mar 2025
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McAdam 18k $506k 93% Dec 2024
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Prime Capital Investment Advisors 18k $506k 57% Dec 2024
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D L Carlson Investment Group 18k $502k 101% Dec 2024
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Vise Technologies 17k $477k 95% Dec 2024
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Kaizen Financial Strategies 17k $446k -26% Mar 2025
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Wells Fargo & Company 16k $450k 87% Dec 2024
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Associated Banc- 16k $448k 100% Dec 2024
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Fisher Investments 15k $434k 100% Dec 2024
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Chicago Partners Investment 15k $408k 0% Mar 2025
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Beacon Pointe Advisors 15k $426k 100% Dec 2024
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Welch Group 14k $385k 0% Mar 2025
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Hanson McClain Advisors 14k $371k 6% Mar 2025
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HB Wealth Management 14k $377k 0% Mar 2025
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Blue Bell Private Wealth Management 14k $376k 0% Mar 2025
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U.S. Capital Wealth Advisors 14k $367k 0% Mar 2025
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Verity and Verity 14k $363k 0% Mar 2025
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Leavell Investment Management 14k $363k -2% Mar 2025
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RFG Advisory 13k $352k 100% Mar 2025
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Advisor Group Holdings 13k $348k 16% Mar 2025
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Bank Of Hawaii 12k $351k 100% Dec 2024
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CI Private Wealth 12k $348k 4% Dec 2024
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Citadel Advisors 12k $334k 100% Dec 2024
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Resources Investment Advisors 12k $317k 4% Mar 2025
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Jpmorgan Chase & Co 11k $305k 1% Mar 2025
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YHB Investment Advisors 11k $296k -25% Mar 2025
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HighTower Advisors 11k $297k 87% Dec 2024
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 10k $281k 0% Mar 2025
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Peachtree Investment Partners 10k $278k 0% Mar 2025
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ARS Wealth Advisors Group 10k $269k 0% Mar 2025
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Cambridge Investment Research Advisors 9.7k $262k -6% Mar 2025
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KCM Investment Advisors 9.7k $275k 100% Dec 2024
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Bannerman Wealth Management Group 9.7k $261k 0% Mar 2025
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Meridian Wealth Management 9.6k $259k -6% Mar 2025
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UBS Group 9.3k $263k 258% Dec 2024
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Brucke Financial 9.3k $248k 17% Mar 2025
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Robertson Stephens Wealth Management 9.3k $250k 100% Mar 2025
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RE Dickinson Investment Advisors 9.2k $260k 183% Dec 2024
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Red Door Wealth Management 9.1k $245k -53% Mar 2025
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Omega Financial Group 8.8k $238k 0% Mar 2025
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Ironwood Wealth Management 8.8k $236k 4% Mar 2025
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Accredited Investors 8.7k $247k 100% Dec 2024
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Envestnet Asset Management 8.4k $227k -12% Mar 2025
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Bouchey Financial 8.4k $237k 100% Dec 2024
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Miracle Mile Advisors 8.2k $220k 0% Mar 2025
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Vestia Personal Wealth Advisors 8.1k $219k -1% Mar 2025
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True Vision MN 8.0k $215k 0% Mar 2025
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MCF Advisors 8.0k $227k 100% Dec 2024
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Sequoia Financial Advisors 7.9k $214k 3% Mar 2025
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Royal Bank of Canada 7.6k $252k 130% Dec 2024
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Axxcess Wealth Management 7.5k $201k 0% Mar 2025
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Manchester Financial 7.5k $211k 100% Dec 2024
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Venture Visionary Partners 7.3k $207k 92% Dec 2024
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Bank Of Montreal 7.0k $199k 100% Dec 2024
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Zrc Wealth Management 6.7k $179k 0% Mar 2025
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William Blair $ Company 5.4k $152k 1244% Dec 2024
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TD Capital Management 4.9k $139k 94% Dec 2024
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Rothschild Investment 4.9k $131k 0% Mar 2025
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Pflug Koory 4.8k $130k 0% Mar 2025
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Cardiff Park Advisors 4.4k $126k 0% Dec 2024
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Harbour Investments 3.8k $102k 146% Mar 2025
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IFP Advisors 3.8k $101k 0% Mar 2025
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McIlrath & Eck 3.7k $106k 100% Dec 2024
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Qube Research & Technologies 3.6k $101k 85% Dec 2024
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Halbert Hargrove Global Advisors 3.5k $95k 0% Mar 2025
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Bartlett & Co. Wealth Management 3.3k $92k 101% Dec 2024
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AlphaCore Capital 3.2k $86k 100% Mar 2025
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Arlington Trust 3.1k $84k 100% Mar 2025
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Goss Wealth Management 2.9k $83k 94% Dec 2024
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Hexagon Capital Partners 2.9k $79k 0% Mar 2025
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National Bank Of Canada /fi/ 2.6k $69k 100% Mar 2025
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Key FInancial 2.2k $59k -42% Mar 2025
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Atlas Capital Advisors 2.2k $58k 0% Mar 2025
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Pinnacle Financial Partners 2.0k $57k 100% Mar 2025
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Capital Advisors 1.6k $43k 0% Mar 2025
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Sandy Spring Bank 1.6k $42k 0% Mar 2025
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AE Wealth Management 1.5k $43k 100% Dec 2024
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CoreCap Advisors 1.2k $34k 100% Dec 2024
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Breakwater Investment Management 1.2k $32k 0% Mar 2025
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Sound Income Strategies 1.0k $27k 100% Mar 2025
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Crews Bank & Trust 826.00 $23k 100% Dec 2024
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GHP Investment Advisors 786.00 $21k -19% Mar 2025
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Pnc Financial Services 766.00 $22k 116% Dec 2024
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Bernard Wealth Management Corp. 750.00 $20k 0% Mar 2025
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Costello Asset Management 716.00 $20k 100% Dec 2024
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Atlantic Trust 652.00 $19k 100% Dec 2024
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Ronald Blue Trust 601.00 $16k -48% Mar 2025
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Tower Research Capital 107.00 $3.0k -95% Dec 2024
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Who sold out of Schwab 1000 Index Etf etf?

Fund or Company Name Date Sold Shares Held Valued At
Susquehanna International Sep 2024 54k $3.0M
Mercer Global Advisors Sep 2024 11k $288k
Spinnaker Trust Dec 2024 7.2k $205k
TNB Financial Dec 2024 7.1k $201k
Adamsbrown Wealth Consultants Dec 2024 7.1k $201k
Element Wealth Dec 2024 7.0k $199k
Invst Sep 2024 3.8k $208k
Mather Group Dec 2024 1.2k $35k