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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
SYBT
301
Stock Yards Bank & Trust
Kentucky
$893K
AC
302
Apella Capital
Connecticut
$890K
SFG
303
Sage Financial Group
Pennsylvania
$889K
TPA
304
Trivium Point Advisory
Connecticut
$886K
IAN
305
Integrated Advisors Network
Texas
$885K
CCA
306
Clarity Capital Advisors
Florida
$874K
NJIM
307
Nabity-Jensen Investment Management
Nebraska
$871K
CA
308
Continuum Advisory
Idaho
$869K
SFG
309
Sovereign Financial Group
Connecticut
$868K
BFP
310
Beacon Financial Planning
Massachusetts
$862K
FCH
311
Freestone Capital Holdings
Washington
$854K
FFA
312
Farther Finance Advisors
California
$854K
VA
313
Valmark Advisers
Ohio
$838K
LFS
314
Legacy Financial Strategies
Kansas
$837K
VBFG
315
Vishria Bird Financial Group
Tennessee
$826K
ACA
316
Aptus Capital Advisors
Alabama
$809K
Tudor Investment Corp
317
Tudor Investment Corp
Connecticut
$809K
CIAS
318
CFS Investment Advisory Services
New Jersey
$797K
AAS
319
Ameritas Advisory Services
Nebraska
$786K
SPIA
320
Steward Partners Investment Advisory
New York
$786K
LNWWM
321
Laird Norton Wetherby Wealth Management
California
$781K
HWM
322
HRC Wealth Management
Idaho
$778K
NCM
323
Northwest Capital Management
Oregon
$774K
AP
324
Appleton Partners
Massachusetts
$772K
RWP
325
Revolve Wealth Partners
New Jersey
$771K