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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
PAS
176
Park Avenue Securities
New York
$2.78M
AF
177
Advisornet Financial
Minnesota
$2.76M
Bank of New York Mellon
178
Bank of New York Mellon
New York
$2.76M
WF
179
Warner Financial
Maryland
$2.74M
SC
180
Savant Capital
Illinois
$2.73M
RBWA
181
RFG - Bristol Wealth Advisors
Massachusetts
$2.72M
LPAM
182
Lodestar Private Asset Management
California
$2.68M
AIM
183
AMI Investment Management
Indiana
$2.67M
Lido Advisors
184
Lido Advisors
California
$2.67M
SAI
185
Savvy Advisors Inc
New York
$2.66M
REMPR
186
Roof Eidam Maycock Peralta (REMP)
California
$2.63M
CPP
187
Capasso Planning Partners
South Carolina
$2.58M
PWM
188
Perigon Wealth Management
California
$2.55M
WA
189
Wealthstar Advisors
Texas
$2.54M
BWM
190
BCS Wealth Management
Tennessee
$2.53M
NG
191
Novem Group
New York
$2.52M
PFS
192
Prospera Financial Services
Texas
$2.45M
EWM
193
Empirical Wealth Management
Washington
$2.41M
WCM
194
Whitener Capital Management
North Carolina
$2.37M
SPC
195
Sigma Planning Corp
Michigan
$2.29M
AA
196
Aufman Associates
Pennsylvania
$2.27M
RWM
197
Riverchase Wealth Management
Texas
$2.2M
FNC
198
First National Corp
Massachusetts
$2.18M
APW
199
Austin Private Wealth
Texas
$2.16M
JBA
200
Johnson Bixby & Associates
Washington
$2.15M