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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
PWSG
126
Pacific Wealth Strategies Group
California
$6.29M
FM
127
Foster & Motley
Ohio
$6.24M
CAM
128
Cidel Asset Management
Ontario, Canada
$6.24M
IA
129
Integrity Alliance
Iowa
$6.22M
GFP
130
Guardian Financial Partners
California
$6.14M
MPW
131
Magnolia Private Wealth
Pennsylvania
$6.08M
Jones Financial Companies
132
Jones Financial Companies
Missouri
$6.05M
DC
133
Darrow Company
Massachusetts
$5.87M
RTL
134
Red Tortoise LLC
Georgia
$5.66M
FWM
135
Foguth Wealth Management
Michigan
$5.59M
SAW
136
Signal Advisors Wealth
Michigan
$5.46M
WANY
137
Wealthspire Advisors (New York)
New York
$5.28M
CFO
138
Collective Family Office
Pennsylvania
$5.24M
TFS
139
Thoroughbred Financial Services
Tennessee
$5.2M
AC
140
Avant Capital
Louisiana
$5.18M
AWE
141
Avidian Wealth Enterprises
Texas
$4.87M
CFO
142
CVA Family Office
Colorado
$4.63M
CL
143
COWA LLC
Oklahoma
$4.6M
DSA
144
Droms Strauss Advisors
Missouri
$4.55M
EWA
145
Exencial Wealth Advisors
Oklahoma
$4.47M
JPMorgan Chase & Co
146
JPMorgan Chase & Co
New York
$4.47M
BEAM
147
Baker Ellis Asset Management
Washington
$4.45M
QCM
148
Quantinno Capital Management
New York
$4.36M
SHF
149
Stage Harbor Financial
Massachusetts
$4.27M
MSFS
150
Main Street Financial Solutions
Pennsylvania
$4.26M