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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
CW
326
Channel Wealth
California
$760K
CIA
327
Capital Investment Advisors
Georgia
$756K
HR
328
Howe & Rusling
New York
$737K
QCM
329
QRG Capital Management
Illinois
$733K
HIP
330
HUB Investment Partners
Texas
$732K
AWA
331
Archvest Wealth Advisors
California
$716K
Northern Trust
332
Northern Trust
Illinois
$715K
Kovitz Investment Group Partners
333
Kovitz Investment Group Partners
Illinois
$714K
Betterment LLC
334
Betterment LLC
New York
$712K
WAT
335
Wealth Advisory Team
Kentucky
$692K
JIC
336
Johnson Investment Counsel
Ohio
$689K
AFP
337
Ausdal Financial Partners
Iowa
$689K
William Blair & Company
338
William Blair & Company
Illinois
$689K
SCM
339
SOL Capital Management
Maryland
$677K
PCA
340
Prosperity Capital Advisors
Ohio
$672K
SIM
341
Studio Investment Management
Illinois
$669K
CFD
342
Creative Financial Designs
Indiana
$663K
Baird Financial Group
343
Baird Financial Group
Wisconsin
$661K
LKBC
344
L.K. Benson & Company
Maryland
$651K
EAM
345
Evanson Asset Management
California
$649K
US Bancorp
346
US Bancorp
Minnesota
$647K
HWMO
347
Heritage Wealth Management (Ohio)
Ohio
$645K
SIMG
348
Sonora Investment Management Group
Arizona
$639K
Janney Montgomery Scott
349
Janney Montgomery Scott
Pennsylvania
$638K
AWS
350
Atria Wealth Solutions
New York
$638K