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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
PCWA
651
Pacific Capital Wealth Advisors
California
CJ
652
Caitlin John
Michigan
WAG
653
Windsor Advisory Group
Ohio
IWA
654
Icon Wealth Advisors
Texas
VWM
655
Venturi Wealth Management
Texas
LDB
656
Lee, Danner & Bass
Tennessee
BBHC
657
Brown Brothers Harriman & Co
New York
KBFS
658
Kohmann Bosshard Financial Services
Ohio
MFA
659
McClarren Financial Advisors
Pennsylvania
DRP
660
Decker Retirement Planning
Utah
OC
661
Oarsman Capital
Wisconsin
CP
662
Castleview Partners
Texas
CFGS
663
Concourse Financial Group Securities
Alabama
HI
664
Human Investing
Oregon
MFS
665
Mattson Financial Services
Michigan
EW
666
Element Wealth
Mississippi
HWA
667
Heritage Wealth Advisors
Virginia
TC
668
Truvestments Capital
Florida
EFP
669
EnRich Financial Partners
Wisconsin
CPL
670
Capital & Planning LLC
Georgia
PA
671
PSI Advisors
Florida
UCB
672
United Community Bank
South Carolina
CAS
673
Coppell Advisory Solutions
Texas
RCM
674
Raleigh Capital Management
North Carolina
GEA
675
Glen Eagle Advisors
New Jersey