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Schwab Fundamental US Large Company Index ETF

654 hedge funds and large institutions have $15.1B invested in Schwab Fundamental US Large Company Index ETF in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 275 increasing their positions, 187 reducing their positions, and 42 closing their positions.

Holders
654
Holders Change
+24
Holders Change %
+3.81%
% of All Funds
8.78%
Holding in Top 10
67
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.9%
New
78
Increased
275
Reduced
187
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
1
Charles Schwab
California
$9.87B 402,245,815 +12,903,364 +3%
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$400M 16,304,295 +771,493 +5%
ML
3
McAdam LLC
Pennsylvania
$203M 8,268,173 +182,584 +2%
Ameriprise
4
Ameriprise
Minnesota
$199M 8,113,872 +349,667 +5%
BFA
5
Boulay Financial Advisors
Minnesota
$195M 8,538,518 +2,266,989 +36%
SEIA
6
Signature Estate & Investment Advisors
California
$192M 7,821,721 +404,499 +5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$157M 6,394,055 +2,585,828 +68%
SCM
8
Steele Capital Management
Iowa
$149M 6,060,172 +5,466 +0.1%
NB
9
Northwest Bancshares
Pennsylvania
$143M 5,841,416 -999 -0%
Morgan Stanley
10
Morgan Stanley
New York
$116M 4,723,317 +168,262 +4%
GWS
11
Glassman Wealth Services
Virginia
$113M 4,621,221 +74,518 +2%
LPL Financial
12
LPL Financial
California
$87.1M 3,548,069 +969,875 +38%
BWP
13
BlueStem Wealth Partners
Minnesota
$85.7M 3,490,978 +1,908,596 +121%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$84.3M 3,435,332 +600,991 +21%
AC
15
AlphaCore Capital
California
$83.4M 3,396,569 +3,382,953 +24,845%
QCG
16
Quadrant Capital Group
Ohio
$77.2M 3,146,237 -1,240,237 -28%
Bank of America
17
Bank of America
North Carolina
$72.5M 2,954,362 -60,701 -2%
CCMG
18
Clark Capital Management Group
Pennsylvania
$72.5M 2,953,178 +1,653,823 +127%
CST
19
Charles Schwab Trust
Nevada
$70.3M 2,866,593 +90,598 +3%
GAM
20
Gemmer Asset Management
California
$64.3M 2,619,006 +72,672 +3%
UBS Group
21
UBS Group
Switzerland
$63.6M 2,592,613 +186,876 +8%
LF
22
Lee Financial
Texas
$59.1M 2,409,524 -82,409 -3%
KLI
23
Kelman-Lazarov Inc
Tennessee
$57.3M 2,334,201 +53,911 +2%
RWM
24
Reston Wealth Management
Virginia
$56.2M 2,289,684 +113,253 +5%
BIA
25
Bell Investment Advisors
California
$52.3M 2,130,599 -10,467 -0.5%