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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
HI
276
Harbour Investments
Wisconsin
$1.24M
VNA
277
Valley National Advisers
Pennsylvania
$1.24M
BFG
278
Berger Financial Group
Minnesota
$1.24M
VAF
279
Values Added Financial
District of Columbia
$1.22M
MWM
280
Modern Wealth Management
Kansas
$1.2M
AIA
281
Arcadia Investment Advisors
Idaho
$1.16M
AIM
282
AMI Investment Management
Indiana
$1.15M
AOWM
283
Alpha Omega Wealth Management
Virginia
$1.15M
S
284
SignatureFD
Georgia
$1.11M
JWCA
285
J.W. Cole Advisors
Florida
$1.1M
AAS
286
Avantax Advisory Services
Texas
$1.1M
APC
287
Asset Planning Corporation
Tennessee
$1.08M
YIH
288
Y-Intercept (HK)
Hong Kong
$1.06M
WPC
289
Wedmont Private Capital
Pennsylvania
$1.05M
CIC
290
Carnegie Investment Counsel
Ohio
$1.05M
KIA
291
KCM Investment Advisors
California
$1.04M
SC
292
SouthState Corp
Florida
$1.02M
CPA
293
Clear Point Advisors
New York
$973K
WI
294
Westbourne Investments
Virginia
$954K
GFP
295
Gryphon Financial Partners
Ohio
$953K
MBI
296
May Barnhard Investments
Maryland
$946K
PA
297
Parallel Advisors
California
$937K
KCIC
298
Kuhn & Co Investment Counsel
Illinois
$936K
PFM
299
Phillips Financial Management
Indiana
$932K
TAM
300
Townsend Asset Management
North Carolina
$898K