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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
TWM
76
Tradition Wealth Management
Minnesota
$13.3M
OIA
77
OneDigital Investment Advisors
Kansas
$12.9M
Raymond James Financial
78
Raymond James Financial
Florida
$12.8M
ES
79
Eagle Strategies
New York
$12.8M
UFAC
80
Urban Financial Advisory Corp
Illinois
$12.1M
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$11.8M
WFL
82
Wealth Forward LLC
North Dakota
$11.7M
USCWA
83
U.S. Capital Wealth Advisors
Texas
$11.7M
CWM
84
Congress Wealth Management
Massachusetts
$11.4M
OWM
85
Opes Wealth Management
California
$11.3M
AFS
86
Access Financial Services
Minnesota
$11.3M
AWA
87
Arete Wealth Advisors
Illinois
$11.2M
NCM
88
Northland Capital Management
Minnesota
$10.6M
SL
89
Systelligence LLC
Minnesota
$10.6M
CPCP
90
Cedar Point Capital Partners
Iowa
$10.4M
MNA
91
Manning & Napier Advisors
New York
$10.3M
CCA
92
Cobblestone Capital Advisors
New York
$10.1M
AAS
93
Asset Allocation Strategies
Michigan
$10M
PCA
94
Pallas Capital Advisors
Massachusetts
$9.67M
SFP
95
Sterling Financial Planning
New Jersey
$9.64M
NMCM
96
Nicholson Meyer Capital Management
Missouri
$9.39M
NHC
97
Nicholas Hoffman & Company
Georgia
$9.34M
AIM
98
Alhambra Investment Management
Florida
$9.25M
LFA
99
Legend Financial Advisors
Pennsylvania
$9.11M
AFA
100
Arlington Financial Advisors
California
$9.06M