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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
AC
251
Avestar Capital
New York
$1.35M
FSWA
252
Financial Synergies Wealth Advisors
Texas
$1.35M
LFG
253
Larson Financial Group
Missouri
$1.34M
FPAS
254
Focus Partners Advisor Solutions
Missouri
$1.34M
JCIA
255
Jackson Creek Investment Advisors
Colorado
$1.34M
AA
256
Addison Advisors
Vermont
$1.34M
APC
257
Asset Planning Corporation
Tennessee
$1.31M
SSWM
258
Sheets Smith Wealth Management
North Carolina
$1.25M
JCM
259
Jacobi Capital Management
Pennsylvania
$1.25M
VNA
260
Valley National Advisers
Pennsylvania
$1.24M
MA
261
Mezzasalma Advisors
New Jersey
$1.23M
Vanguard Group
262
Vanguard Group
Pennsylvania
$1.23M
MCM
263
MidAtlantic Capital Management
Virginia
$1.22M
CPRC
264
Consolidated Portfolio Review Corp
New York
$1.21M
WFA
265
Wade Financial Advisory
California
$1.21M
CPIG
266
Chicago Partners Investment Group
Illinois
$1.2M
BFG
267
Berger Financial Group
Minnesota
$1.19M
VAF
268
Values Added Financial
District of Columbia
$1.17M
AIA
269
Arcadia Investment Advisors
Idaho
$1.16M
MWM
270
Modern Wealth Management
Kansas
$1.16M
BPA
271
Beacon Pointe Advisors
California
$1.12M
AWS
272
Atria Wealth Solutions
New York
$1.07M
CIAS
273
CFS Investment Advisory Services
New Jersey
$1.07M
S
274
SignatureFD
Georgia
$1.05M
AOWM
275
Alpha Omega Wealth Management
Virginia
$1.02M