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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 %
Financial Engines Advisors
426
Financial Engines Advisors
California
$298K -$173K -7,309 -37%
GJIA
427
Glass Jacobson Investment Advisors
Maryland
$295K
BAWC
428
Boyce & Associates Wealth Consulting
Texas
$294K +$49.6K +2,100 +20%
CCG
429
Coastwise Capital Group
California
$293K +$1.09K +46 +0.4%
UCFA
430
United Capital Financial Advisors
Texas
$293K +$293K +12,402 New
Russell Investments Group
431
Russell Investments Group
United Kingdom
$290K +$138K +5,837 +91%
DWP
432
Destiny Wealth Partners
Florida
$287K +$287K +12,141 New
GWM
433
Geneos Wealth Management
Colorado
$286K +$166K +7,044 +139%
CPA
434
Capital Performance Advisors
California
$286K +$286K +12,097 New
AC
435
Anson Capital
Georgia
$284K
FWTB
436
First Western Trust Bank
Colorado
$278K +$278K +11,794 New
TSS
437
Two Sigma Securities
New York
$278K +$278K +11,770 New
BWA
438
Bordeaux Wealth Advisors
California
$276K +$4.01K +170 +1%
SSWM
439
Smith Salley Wealth Management
North Carolina
$276K +$276K +11,680 New
PCMN
440
Paradigm Capital Management (Nevada)
Nevada
$274K -$1.96M -83,085 -88%
WCFA
441
Walkner Condon Financial Advisors
Wisconsin
$273K
CAM
442
Cresset Asset Management
Illinois
$272K -$933K -39,517 -77%
MIC
443
Meridian Investment Counsel
California
$270K
JFGIW
444
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$269K
Natixis Advisors
445
Natixis Advisors
Massachusetts
$268K +$268K +11,371 New
BB
446
Busey Bank
Illinois
$268K +$268K +11,350 New
LSWP
447
Liberty Square Wealth Partners
Pennsylvania
$267K
ECM
448
Evergreen Capital Management
Washington
$265K
CP
449
Creekside Partners
California
$264K
MA
450
MCF Advisors
Kentucky
$264K