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Schwab Fundamental US Large Company Index ETF

630 hedge funds and large institutions have $13.9B invested in Schwab Fundamental US Large Company Index ETF in 2025 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 285 increasing their positions, 157 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

1% more funds holding

Funds holding: 623630 (+7)

3% less capital invested

Capital invested by funds: $14.3B → $13.9B (-$398M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
630
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
67
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$3K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
226
Ameritas Advisory Services
Nebraska
$1.63M
GAA
227
Global Assets Advisory
Florida
$1.61M
AV
228
Aspiring Ventures
Ohio
$1.61M
KFP
229
KMG Fiduciary Partners
Ohio
$1.59M
SIC
230
Salem Investment Counselors
North Carolina
$1.57M
BCG
231
Breakwater Capital Group
New Jersey
$1.57M
FHA
232
Flagship Harbor Advisors
Massachusetts
$1.54M
MA
233
McGrath & Associates
North Carolina
$1.52M
HG
234
Harbor Group
New Hampshire
$1.52M
NCM
235
Next Capital Management
New York
$1.5M
PG
236
Prostatis Group
Maryland
$1.5M
LIA
237
LBMC Investment Advisors
Tennessee
$1.49M
MAM
238
Madison Asset Management
Wisconsin
$1.48M
IA
239
IFP Advisors
Florida
$1.48M
PWA
240
Principia Wealth Advisory
Texas
$1.47M
CA
241
Capital Advantage
California
$1.46M
WA
242
Whipplewood Advisors
Colorado
$1.44M
HI
243
Harbour Investments
Wisconsin
$1.44M
NFG
244
Nations Financial Group
Iowa
$1.43M
CPA
245
Clear Point Advisors
New York
$1.42M
KWA
246
Kingswood Wealth Advisors
California
$1.41M
Stifel Financial
247
Stifel Financial
Missouri
$1.41M
HIM
248
Harbour Investment Management
Washington
$1.4M
Bank of Montreal
249
Bank of Montreal
Ontario, Canada
$1.39M
IWM
250
IHT Wealth Management
Illinois
$1.37M