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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
MCM
101
MAI Capital Management
Ohio
$8.95M
IIC
102
Ironwood Investment Counsel
Arizona
$8.9M
QWM
103
Quadcap Wealth Management
Texas
$8.69M
LTL
104
Lowery Thomas LLC
California
$8.58M
Fidelity Investments
105
Fidelity Investments
Massachusetts
$8.55M
PCM
106
Pennsylvania Capital Management
Pennsylvania
$8.54M
BGAI
107
Bruce G. Allen Investments
Colorado
$8.41M
GAM
108
Gotham Asset Management
New York
$8.28M
MML Investors Services
109
MML Investors Services
Massachusetts
$8.19M
RF
110
RHS Financial
California
$8.12M
AG
111
AlTi Global
New York
$7.84M
MIA
112
Milestone Investment Advisors
Wisconsin
$7.78M
PJSIMP
113
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.75M
LAM
114
Lakewood Asset Management
Illinois
$7.59M
RFA
115
Rollins Financial Advisors
New York
$7.52M
HWP
116
Highline Wealth Partners
California
$7.18M
WSFS
117
Wilmington Savings Fund Society
Delaware
$7.04M
PS
118
Principal Securities
Iowa
$6.88M
PGFC
119
Peapack-Gladstone Financial Corp
New Jersey
$6.82M
KWM
120
Kingsview Wealth Management
Oregon
$6.81M
LIM
121
Leavell Investment Management
Alabama
$6.73M
AFA
122
AA Financial Advisors
Ohio
$6.73M
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$6.54M
VP
124
Verum Partners
North Carolina
$6.42M
JAG
125
Journey Advisory Group
Kentucky
$6.38M