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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.

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 Market Value Shares Shares
Change
Shares
Change %
AEPWM
576
Atlantic Edge Private Wealth Management
Florida
$16.5K 699
SWIM
577
Smallwood Wealth Investment Management
New Jersey
$15.2K 645 +645 New
CAL
578
Capital Advisors Ltd
Ohio
$15K 645
AAG
579
Armstrong Advisory Group
Massachusetts
$14.7K 621
RP
580
Rice Partnership
Hawaii
$14.6K 618 -2,668 -81%
PK
581
Pflug Koory
Nebraska
$14.2K 600
Fifth Third Bancorp
582
Fifth Third Bancorp
Ohio
$14K 594 +594 New
IRC
583
Investors Research Corp
Georgia
$14K 591 -426 -42%
RF
584
Rossby Financial
Florida
$12.6K 557 +557 New
CMP
585
Coston McIsaac & Partners
Maine
$12K 537
FGAM
586
Financial Gravity Asset Management
Texas
$11.6K 490 +490 New
BCMLT
587
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.5K 489
CFS
588
CGC Financial Services
Oregon
$10.2K 432
GWSG
589
GPS Wealth Strategies Group
Colorado
$10.1K 428 -46 -10%
TCM
590
TD Capital Management
Tennessee
$9.79K 415 +2 +0.5%
BF
591
BOK Financial
Oklahoma
$9.49K 402 +348 +644%
PPA
592
Painted Porch Advisors
California
$9K 381
CTC
593
Central Trust Company
Missouri
$8.29K 351
HPIA
594
Hamilton Point Investment Advisors
North Carolina
$8.22K 348
EWA
595
EverSource Wealth Advisors
Alabama
$8.15K 345 +45 +15%
GWS
596
Greykasell Wealth Strategies
California
$7.72K 327 +327 New
KWM
597
Kiker Wealth Management
Georgia
$7.58K 321 +321 New
WAG
598
Wiser Advisor Group
Arizona
$7.5K 318 +2 +0.6%
MMCM
599
Murphy & Mullick Capital Management
New York
$7.37K 312
AWM
600
Accredited Wealth Management
Kentucky
$7.08K 300