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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
OPS
201
Orion Portfolio Solutions
Nebraska
$2.13M
BCI
202
Brinker Capital Investments
Pennsylvania
$2.13M
PA
203
PFG Advisors
Arizona
$2.13M
VFA
204
Valeo Financial Advisors
Indiana
$2.11M
CCAM
205
Cascades Capital Asset Management
North Carolina
$2.1M
Jane Street
206
Jane Street
New York
$2.09M
AWM
207
Aberdeen Wealth Management
Illinois
$2.05M
KPP
208
Kings Path Partners
Texas
$2.02M
ASN
209
Advisory Services Network
Georgia
$2.01M
RWRC
210
R.W. Roge & Company
New York
$1.99M
CIBC Private Wealth Group
211
CIBC Private Wealth Group
Georgia
$1.94M
Truist Financial
212
Truist Financial
North Carolina
$1.92M
BlackRock
213
BlackRock
New York
$1.91M
CA
214
CoreCap Advisors
Michigan
$1.91M
WP
215
Westmount Partners
California
$1.88M
IWC
216
Integrated Wealth Concepts
Massachusetts
$1.88M
NA
217
NewEdge Advisors
Louisiana
$1.88M
MWA
218
Midland Wealth Advisors
Illinois
$1.78M
EWA
219
EP Wealth Advisors
California
$1.77M
SPWM
220
Schrum Private Wealth Management
Florida
$1.75M
BPC
221
Bearing Point Capital
Minnesota
$1.73M
SWM
222
Spire Wealth Management
Virginia
$1.73M
AWM
223
Angeles Wealth Management
California
$1.68M
WA
224
Waverly Advisors
Alabama
$1.64M
YWM
225
Yoder Wealth Management
California
$1.64M