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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
AEPWM
576
Atlantic Edge Private Wealth Management
Florida
$16.5K
SWIM
577
Smallwood Wealth Investment Management
New Jersey
$15.2K
CAL
578
Capital Advisors Ltd
Ohio
$15K
AAG
579
Armstrong Advisory Group
Massachusetts
$14.7K
RP
580
Rice Partnership
Hawaii
$14.6K
PK
581
Pflug Koory
Nebraska
$14.2K
Fifth Third Bancorp
582
Fifth Third Bancorp
Ohio
$14K
IRC
583
Investors Research Corp
Georgia
$14K
RF
584
Rossby Financial
Florida
$12.6K
CMP
585
Coston McIsaac & Partners
Maine
$12K
FGAM
586
Financial Gravity Asset Management
Texas
$11.6K
BCMLT
587
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.5K
CFS
588
CGC Financial Services
Oregon
$10.2K
GWSG
589
GPS Wealth Strategies Group
Colorado
$10.1K
TCM
590
TD Capital Management
Tennessee
$9.79K
BF
591
BOK Financial
Oklahoma
$9.49K
PPA
592
Painted Porch Advisors
California
$8.99K
CTC
593
Central Trust Company
Missouri
$8.29K
HPIA
594
Hamilton Point Investment Advisors
North Carolina
$8.22K
EWA
595
EverSource Wealth Advisors
Alabama
$8.14K
GWS
596
Greykasell Wealth Strategies
California
$7.72K
KWM
597
Kiker Wealth Management
Georgia
$7.58K
WAG
598
Wiser Advisor Group
Arizona
$7.5K
MMCM
599
Murphy & Mullick Capital Management
New York
$7.37K
AWM
600
Accredited Wealth Management
Kentucky
$7.08K