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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
SWM
151
Shakespeare Wealth Management
Wisconsin
$4.18M
ACS
152
Archford Capital Strategies
Illinois
$4.06M
WMWM
153
Wilkins Miller Wealth Management
Alabama
$4M
SCM
154
Sebold Capital Management
Illinois
$3.93M
AWM
155
AE Wealth Management
Kansas
$3.72M
BCA
156
Bay Colony Advisors
Massachusetts
$3.61M
SF
157
Synovus Financial
Georgia
$3.6M
EH
158
Equitable Holdings
New York
$3.59M
SNWA
159
Siligmueller & Norvid Wealth Advisors
Illinois
$3.55M
AF
160
Allworth Financial
California
$3.49M
P
161
&Partners
Tennessee
$3.46M
FC
162
FCA Corp
Texas
$3.39M
FFWA
163
FRG Family Wealth Advisors
Washington
$3.35M
IC
164
IEQ Capital
California
$3.21M
CPA
165
Cathy Pareto & Associates
Florida
$3.13M
Wells Fargo
166
Wells Fargo
California
$3.13M
WWA
167
Wingate Wealth Advisors
Massachusetts
$3.13M
SFA
168
Sequoia Financial Advisors
Ohio
$3.12M
FFN
169
Focus Financial Network
Minnesota
$3.1M
TNA
170
True North Advisors
Texas
$3.07M
CA
171
Cambridge Advisors
Nebraska
$3.06M
CWA
172
Clearview Wealth Advisors
Oregon
$3.03M
TWP
173
Tempus Wealth Planning
California
$2.94M
MWM
174
Meridian Wealth Management
Kentucky
$2.92M
WIP
175
WealthCare Investment Partners
Rhode Island
$2.79M