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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
KIA
276
KCM Investment Advisors
California
$1.02M
SC
277
SouthState Corp
Florida
$994K
WEG
278
World Equity Group
Illinois
$958K
NRI
279
NFP Retirement Inc
California
$956K
WI
280
Westbourne Investments
Virginia
$953K
BFP
281
Beacon Financial Planning
Massachusetts
$928K
WPC
282
Wedmont Private Capital
Pennsylvania
$921K
SFG
283
Sovereign Financial Group
Connecticut
$890K
FVWA
284
Foster Victor Wealth Advisors
South Carolina
$884K
HWM
285
HB Wealth Management
Georgia
$883K
TC
286
TownSquare Capital
Utah
$881K
MBI
287
May Barnhard Investments
Maryland
$869K
SFG
288
Sage Financial Group
Pennsylvania
$867K
TPA
289
Trivium Point Advisory
Connecticut
$865K
PA
290
Parallel Advisors
California
$861K
Carson Wealth (CWM LLC)
291
Carson Wealth (CWM LLC)
Nebraska
$860K
TAM
292
Townsend Asset Management
North Carolina
$854K
NJIM
293
Nabity-Jensen Investment Management
Nebraska
$838K
CCA
294
Clarity Capital Advisors
Florida
$837K
RWP
295
Revolve Wealth Partners
New Jersey
$824K
AC
296
Apella Capital
Connecticut
$806K
VBFG
297
Vishria Bird Financial Group
Tennessee
$794K
Brown Advisory
298
Brown Advisory
Maryland
$794K
CIC
299
Carnegie Investment Counsel
Ohio
$792K
FFO
300
Fortitude Family Office
Arizona
$790K