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Schwab Fundamental US Large Company Index ETF

657 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, 188 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
+27
Holders Change %
+4.29%
% of All Funds
8.82%
Holding in Top 10
67
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.9%
New
80
Increased
275
Reduced
188
Closed
42
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$1.53M +$632K +25,748 +71%
SIC
252
Salem Investment Counselors
North Carolina
$1.53M -$104K -4,253 -6%
KWA
253
Kingswood Wealth Advisors
California
$1.51M +$36.2K +1,475 +2%
Susquehanna International Group
254
Susquehanna International Group
Pennsylvania
$1.51M +$1.51M +61,357 New
MAM
255
Madison Asset Management
Wisconsin
$1.49M -$51.1K -2,082 -3%
FPAS
256
Focus Partners Advisor Solutions
Missouri
$1.48M +$94.1K +3,834 +7%
NFG
257
Nations Financial Group
Iowa
$1.47M -$21.8K -888 -1%
PWA
258
Principia Wealth Advisory
Texas
$1.47M -$140K -5,696 -9%
CPRC
259
Consolidated Portfolio Review Corp
New York
$1.46M +$203K +8,257 +16%
HIM
260
Harbour Investment Management
Washington
$1.46M
Stifel Financial
261
Stifel Financial
Missouri
$1.45M -$10.1K -411 -0.7%
MA
262
Mezzasalma Advisors
New Jersey
$1.43M +$144K +5,881 +11%
Renaissance Technologies
263
Renaissance Technologies
New York
$1.42M +$1.2M +48,900 +549%
IWM
264
IHT Wealth Management
Illinois
$1.4M -$29.9K -1,217 -2%
SSWM
265
Sheets Smith Wealth Management
North Carolina
$1.4M +$92.6K +3,775 +7%
AC
266
Avestar Capital
New York
$1.37M -$32K -1,306 -2%
AA
267
Addison Advisors
Vermont
$1.36M -$25K -1,020 -2%
JCIA
268
Jackson Creek Investment Advisors
Colorado
$1.35M -$37K -1,509 -3%
CPIG
269
Chicago Partners Investment Group
Illinois
$1.32M +$1.71K +68 +0.1%
JCM
270
Jacobi Capital Management
Pennsylvania
$1.3M +$5.72K +233 +0.4%
Vanguard Group
271
Vanguard Group
Pennsylvania
$1.3M +$20.2K +822 +2%
MCM
272
MidAtlantic Capital Management
Virginia
$1.29M +$16.6K +677 +1%
WWA
273
WCG Wealth Advisors
Nevada
$1.28M +$731K +29,807 +134%
NRI
274
NFP Retirement Inc
California
$1.28M +$282K +11,493 +28%
PWM
275
Prosperity Wealth Management
California
$1.24M +$1.24M +50,504 New