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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
HNW
526
High Note Wealth
Minnesota
$95.9K
AT
527
Arlington Trust
Alabama
$91.7K
GT
528
Glenmede Trust
Pennsylvania
$81K
HIA
529
Harbor Investment Advisory
Maryland
$79.3K
PFM
530
Phillips Financial Management
Indiana
$76.8K
CFB
531
Cullen/Frost Bankers
Texas
$76.4K
Citigroup
532
Citigroup
New York
$74.3K
AP
533
Aspect Partners
Virginia
$71K
SFC
534
SYM Financial Corp
Indiana
$68.2K
CCM
535
Coldstream Capital Management
Washington
$61.9K
PWMG
536
Private Wealth Management Group
New Jersey
$61.1K
ADL
537
Asset Dedication LLC
California
$60.5K
SIC
538
SJS Investment Consulting
Ohio
$59.6K
BWM
539
Bernard Wealth Management
Michigan
$57.2K
JFA
540
JNBA Financial Advisors
Minnesota
$56.2K
BAM
541
Bellevue Asset Management
Washington
$55.9K
GWANC
542
Guardian Wealth Advisors (North Carolina)
North Carolina
$52.3K
TFGT
543
TS Financial Group (TSFG)
Illinois
$51K
IHWM
544
Iron Horse Wealth Management
Iowa
$50.2K
NFSG
545
Newbridge Financial Services Group
Florida
$49.6K
PWA
546
Physician Wealth Advisors
Utah
$49.1K
MSWA
547
Marshall & Sterling Wealth Advisors
New York
$48.6K
DF
548
Dunhill Financial
United Kingdom
$48.4K
GK
549
Graney & King
New York
$47.7K
PTC
550
Private Trust Company
Ohio
$46.5K