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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
Holders
630
Holders Change
+7
Holders Change %
+1.12%
% of All Funds
8.56%
Holding in Top 10
67
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.35%
% of All Funds
0.91%
New
71
Increased
285
Reduced
157
Closed
48
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Shares
Change %
Kovitz Investment Group Partners
351
Kovitz Investment Group Partners
Illinois
$512K -$31.9K -1,352 -6%
DC
352
Dahring Cusmano
Michigan
$510K +$46.2K +1,957 +10%
VCM
353
Vivaldi Capital Management
Illinois
$510K +$331 +14 +0.1%
CAI
354
Capital Advisors Inc
Oklahoma
$509K -$133K -5,631 -21%
BCM
355
Brookstone Capital Management
Illinois
$508K +$49.5K +2,096 +11%
Koshinski Asset Management
356
Koshinski Asset Management
Illinois
$507K -$87.7K -3,714 -15%
CWC
357
Carolinas Wealth Consulting
North Carolina
$504K
WP
358
WealthPLAN Partners
Nebraska
$501K -$2.55K -108 -0.5%
FWI
359
Facet Wealth Inc
Maryland
$501K -$28.9K -1,252 -5%
CL
360
Choreo LLC
Illinois
$495K +$56.2K +2,382 +13%
FF
361
Francis Financial
$491K
Fisher Asset Management
362
Fisher Asset Management
Washington
$489K +$182K +7,697 +59%
MCM
363
Mengis Capital Management
Oregon
$487K +$38K +1,608 +8%
TIAA Trust, National Association
364
TIAA Trust, National Association
North Carolina
$482K +$154K +6,530 +47%
Northern Trust
365
Northern Trust
Illinois
$472K -$3.13M -132,570 -87%
NCM
366
Noesis Capital Mangement
Florida
$466K +$15.4K +651 +3%
CAL
367
Capital Analysts LLC
Pennsylvania
$460K -$487K -20,593 -51%
WG
368
Welch Group
Alabama
$457K
CAG
369
Curtis Advisory Group
California
$451K -$166K -7,049 -27%
WWM
370
Western Wealth Management
Colorado
$446K +$128K +5,407 +40%
LGWM
371
Litman Gregory Wealth Management
California
$443K +$14.3K +607 +3%
CA
372
CGN Advisors
Kansas
$442K -$19.5K -824 -4%
JFG
373
JMG Financial Group
Illinois
$437K +$17.3K +732 +4%
PNC Financial Services Group
374
PNC Financial Services Group
Pennsylvania
$436K -$164K -6,958 -27%
DWM
375
Darwin Wealth Management
Florida
$433K