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Schwab Fundamental US Large Company Index ETF

659 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 80 funds opening new positions, 275 increasing their positions, 189 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
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
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPP
226
Capasso Planning Partners
South Carolina
$1.88M
AF
227
Advisornet Financial
Minnesota
$1.85M
SAW
228
Signal Advisors Wealth
Michigan
$1.84M
CIBC Private Wealth Group
229
CIBC Private Wealth Group
Georgia
$1.84M
HAP
230
Harbor Asset Planning
Massachusetts
$1.84M
FWM
231
Foguth Wealth Management
Michigan
$1.82M
SPWM
232
Schrum Private Wealth Management
Florida
$1.82M
BPC
233
Bearing Point Capital
Minnesota
$1.8M
WEG
234
World Equity Group
Illinois
$1.76M
PWPS
235
Pinnacle Wealth Planning Services
Ohio
$1.75M
AV
236
Aspiring Ventures
Ohio
$1.72M
KFP
237
KMG Fiduciary Partners
Ohio
$1.71M
BBHC
238
Brown Brothers Harriman & Co
New York
$1.7M
PG
239
Prostatis Group
Maryland
$1.68M
YWM
240
Yoder Wealth Management
California
$1.66M
AWM
241
Angeles Wealth Management
California
$1.66M
MWA
242
Midland Wealth Advisors
Illinois
$1.63M
FHA
243
Flagship Harbor Advisors
Massachusetts
$1.61M
Bank of Montreal
244
Bank of Montreal
Ontario, Canada
$1.6M
FSWA
245
Financial Synergies Wealth Advisors
Texas
$1.58M
MA
246
McGrath & Associates
North Carolina
$1.58M
HG
247
Harbor Group
New Hampshire
$1.57M
WA
248
Whipplewood Advisors
Colorado
$1.57M
LIA
249
LBMC Investment Advisors
Tennessee
$1.54M
WA
250
Waverly Advisors
Alabama
$1.54M