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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
HCP
601
Hexagon Capital Partners
Arkansas
$6.87K
HCM
602
Hollencrest Capital Management
California
$6.73K
DAM
603
Delta Asset Management
Tennessee
$6.38K
Qube Research & Technologies (QRT)
604
Qube Research & Technologies (QRT)
United Kingdom
$5.83K
WIM
605
Westside Investment Management
California
$5.62K
FHA
606
First Horizon Advisors
Tennessee
$5.29K
RCM
607
Richardson Capital Management
Wisconsin
$5K
MFT
608
Moisand Fitzgerald Tamayo
Florida
$4.46K
FMII
609
Farmers & Merchants Investments Inc
Nebraska
$4.46K
CBT
610
Crews Bank & Trust
Florida
$3.97K
FFA
611
Founders Financial Alliance
North Carolina
$3.83K
FMP
612
Financial Management Professionals
Texas
$3.35K
GIA
613
GHP Investment Advisors
Colorado
$3.26K
CFFP
614
Center for Financial Planning
Michigan
$3.09K
CI
615
CX Institutional
Indiana
$3K
FWM
616
FSA Wealth Management
Massachusetts
$2.74K
ACA
617
Atlas Capital Advisors
Wyoming
$2.69K
GSWM
618
Golden State Wealth Management
California
$2.2K
AWM
619
Activest Wealth Management
Florida
$2.06K
PIP
620
Peachtree Investment Partners
Florida
$2.04K
AW
621
Avion Wealth
Texas
$2K
IWP
622
IAG Wealth Partners
Wisconsin
$1.84K
AAP
623
Arax Advisory Partners
Colorado
$1.54K
PFBT
624
Parkside Financial Bank & Trust
Missouri
$1.21K
KFP
625
Keener Financial Planning
Texas
$1K