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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
FCH
301
Freestone Capital Holdings
Washington
$788K
EWA
302
EQ Wealth Advisors
Texas
$787K
AP
303
Appleton Partners
Massachusetts
$785K
ACA
304
Aptus Capital Advisors
Alabama
$785K
LFS
305
Legacy Financial Strategies
Kansas
$783K
HWM
306
HRC Wealth Management
Idaho
$745K
AQR Capital Management
307
AQR Capital Management
Connecticut
$739K
CIA
308
Capital Investment Advisors
Georgia
$732K
CW
309
Channel Wealth
California
$731K
IAN
310
Integrated Advisors Network
Texas
$730K
SPIA
311
Steward Partners Investment Advisory
New York
$711K
SYBT
312
Stock Yards Bank & Trust
Kentucky
$704K
VA
313
Valmark Advisers
Ohio
$704K
AWA
314
Archvest Wealth Advisors
California
$686K
Janney Montgomery Scott
315
Janney Montgomery Scott
Pennsylvania
$684K
AFP
316
Ausdal Financial Partners
Iowa
$684K
HIP
317
HUB Investment Partners
Texas
$682K
KCIC
318
Kuhn & Co Investment Counsel
Illinois
$678K
JIC
319
Johnson Investment Counsel
Ohio
$660K
SCM
320
SOL Capital Management
Maryland
$652K
William Blair & Company
321
William Blair & Company
Illinois
$645K
QCM
322
QRG Capital Management
Illinois
$644K
PCA
323
Prosperity Capital Advisors
Ohio
$633K
EAM
324
Evanson Asset Management
California
$624K
SIM
325
Studio Investment Management
Illinois
$623K