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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 %
CW
326
Channel Wealth
California
$760K +$98 +4 +0%
CIA
327
Capital Investment Advisors
Georgia
$756K -$5.69K -232 -0.7%
HR
328
Howe & Rusling
New York
$737K +$155K +6,310 +27%
QCM
329
QRG Capital Management
Illinois
$733K +$64.3K +2,622 +10%
HIP
330
HUB Investment Partners
Texas
$732K +$22.9K +933 +3%
AWA
331
Archvest Wealth Advisors
California
$716K +$2.6K +106 +0.4%
Northern Trust
332
Northern Trust
Illinois
$715K +$225K +9,156 +46%
Kovitz Investment Group Partners
333
Kovitz Investment Group Partners
Illinois
$714K +$182K +7,423 +34%
Betterment LLC
334
Betterment LLC
New York
$712K +$382K +15,560 +116%
WAT
335
Wealth Advisory Team
Kentucky
$692K +$692K +28,219 New
JIC
336
Johnson Investment Counsel
Ohio
$689K +$3.61K +147 +0.5%
AFP
337
Ausdal Financial Partners
Iowa
$689K -$21.5K -876 -3%
William Blair & Company
338
William Blair & Company
Illinois
$689K +$18.3K +744 +3%
SCM
339
SOL Capital Management
Maryland
$677K
PCA
340
Prosperity Capital Advisors
Ohio
$672K +$13.4K +546 +2%
SIM
341
Studio Investment Management
Illinois
$669K +$21.4K +870 +3%
CFD
342
Creative Financial Designs
Indiana
$663K +$85.4K +3,481 +15%
Baird Financial Group
343
Baird Financial Group
Wisconsin
$661K +$15.8K +645 +2%
LKBC
344
L.K. Benson & Company
Maryland
$651K +$4.17K +170 +0.6%
EAM
345
Evanson Asset Management
California
$649K
US Bancorp
346
US Bancorp
Minnesota
$647K +$73.1K +2,979 +13%
HWMO
347
Heritage Wealth Management (Ohio)
Ohio
$645K +$645K +26,277 New
SIMG
348
Sonora Investment Management Group
Arizona
$639K -$1.18K -48 -0.2%
Janney Montgomery Scott
349
Janney Montgomery Scott
Pennsylvania
$638K -$73.4K -2,990 -10%
AWS
350
Atria Wealth Solutions
New York
$638K -$481K -19,563 -43%