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Schwab Fundamental US Large Company Index ETF

661 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, 278 increasing their positions, 189 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
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
NRI
276
NFP Retirement Inc
California
$1.28M
PWM
277
Prosperity Wealth Management
California
$1.24M
HI
278
Harbour Investments
Wisconsin
$1.24M
VNA
279
Valley National Advisers
Pennsylvania
$1.24M
BFG
280
Berger Financial Group
Minnesota
$1.24M
VAF
281
Values Added Financial
District of Columbia
$1.22M
AIA
282
Arcadia Investment Advisors
Idaho
$1.16M
AIM
283
AMI Investment Management
Indiana
$1.15M
AOWM
284
Alpha Omega Wealth Management
Virginia
$1.15M
S
285
SignatureFD
Georgia
$1.11M
JWCA
286
J.W. Cole Advisors
Florida
$1.1M
AAS
287
Avantax Advisory Services
Texas
$1.1M
APC
288
Asset Planning Corporation
Tennessee
$1.08M
YIH
289
Y-Intercept (HK)
Hong Kong
$1.06M
WPC
290
Wedmont Private Capital
Pennsylvania
$1.05M
CIC
291
Carnegie Investment Counsel
Ohio
$1.05M
KIA
292
KCM Investment Advisors
California
$1.04M
SC
293
SouthState Corp
Florida
$1.02M
CPA
294
Clear Point Advisors
New York
$973K
WI
295
Westbourne Investments
Virginia
$954K
GFP
296
Gryphon Financial Partners
Ohio
$953K
MBI
297
May Barnhard Investments
Maryland
$946K
PA
298
Parallel Advisors
California
$937K
KCIC
299
Kuhn & Co Investment Counsel
Illinois
$936K
PFM
300
Phillips Financial Management
Indiana
$932K