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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 %
SYBT
301
Stock Yards Bank & Trust
Kentucky
$893K +$161K +6,546 +22%
AC
302
Apella Capital
Connecticut
$890K +$868 +35 +0.1%
SFG
303
Sage Financial Group
Pennsylvania
$889K -$12.5K -510 -1%
TPA
304
Trivium Point Advisory
Connecticut
$886K -$13.4K -548 -1%
IAN
305
Integrated Advisors Network
Texas
$885K +$127K +5,155 +17%
CCA
306
Clarity Capital Advisors
Florida
$874K +$3.83K +156 +0.4%
NJIM
307
Nabity-Jensen Investment Management
Nebraska
$871K
CA
308
Continuum Advisory
Idaho
$869K +$326K +13,267 +60%
SFG
309
Sovereign Financial Group
Connecticut
$868K -$56.2K -2,290 -6%
BFP
310
Beacon Financial Planning
Massachusetts
$862K -$103K -4,199 -11%
FCH
311
Freestone Capital Holdings
Washington
$854K +$34.9K +1,422 +4%
FFA
312
Farther Finance Advisors
California
$854K +$479K +19,501 +127%
VA
313
Valmark Advisers
Ohio
$838K +$106K +4,330 +15%
LFS
314
Legacy Financial Strategies
Kansas
$837K +$22.7K +925 +3%
VBFG
315
Vishria Bird Financial Group
Tennessee
$826K
ACA
316
Aptus Capital Advisors
Alabama
$809K -$6.77K -276 -0.8%
Tudor Investment Corp
317
Tudor Investment Corp
Connecticut
$809K +$809K +32,949 New
CIAS
318
CFS Investment Advisory Services
New Jersey
$797K -$320K -13,027 -29%
AAS
319
Ameritas Advisory Services
Nebraska
$786K -$901K -36,732 -53%
SPIA
320
Steward Partners Investment Advisory
New York
$786K +$46.7K +1,902 +6%
LNWWM
321
Laird Norton Wetherby Wealth Management
California
$781K +$781K +31,833 New
HWM
322
HRC Wealth Management
Idaho
$778K +$3.39K +138 +0.4%
NCM
323
Northwest Capital Management
Oregon
$774K +$774K +31,520 New
AP
324
Appleton Partners
Massachusetts
$772K -$44.5K -1,812 -5%
RWP
325
Revolve Wealth Partners
New Jersey
$771K -$86K -3,504 -10%