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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
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$1.53M
SIC
252
Salem Investment Counselors
North Carolina
$1.53M
KWA
253
Kingswood Wealth Advisors
California
$1.51M
Susquehanna International Group
254
Susquehanna International Group
Pennsylvania
$1.51M
MAM
255
Madison Asset Management
Wisconsin
$1.49M
FPAS
256
Focus Partners Advisor Solutions
Missouri
$1.48M
NFG
257
Nations Financial Group
Iowa
$1.47M
PWA
258
Principia Wealth Advisory
Texas
$1.47M
CPRC
259
Consolidated Portfolio Review Corp
New York
$1.46M
HIM
260
Harbour Investment Management
Washington
$1.46M
Stifel Financial
261
Stifel Financial
Missouri
$1.45M
MA
262
Mezzasalma Advisors
New Jersey
$1.43M
Renaissance Technologies
263
Renaissance Technologies
New York
$1.42M
IWM
264
IHT Wealth Management
Illinois
$1.4M
SSWM
265
Sheets Smith Wealth Management
North Carolina
$1.4M
AC
266
Avestar Capital
New York
$1.37M
AA
267
Addison Advisors
Vermont
$1.36M
JCIA
268
Jackson Creek Investment Advisors
Colorado
$1.35M
CPIG
269
Chicago Partners Investment Group
Illinois
$1.32M
JCM
270
Jacobi Capital Management
Pennsylvania
$1.3M
Vanguard Group
271
Vanguard Group
Pennsylvania
$1.3M
MCM
272
MidAtlantic Capital Management
Virginia
$1.29M
WWA
273
WCG Wealth Advisors
Nevada
$1.28M
NRI
274
NFP Retirement Inc
California
$1.28M
PWM
275
Prosperity Wealth Management
California
$1.24M