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Schwab Fundamental US Large Company Index ETF

661 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, 278 increasing their positions, 189 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
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
RWP
326
Revolve Wealth Partners
New Jersey
$771K
CW
327
Channel Wealth
California
$760K
CIA
328
Capital Investment Advisors
Georgia
$756K
HR
329
Howe & Rusling
New York
$737K
QCM
330
QRG Capital Management
Illinois
$733K
HIP
331
HUB Investment Partners
Texas
$732K
AWA
332
Archvest Wealth Advisors
California
$716K
Northern Trust
333
Northern Trust
Illinois
$715K
Kovitz Investment Group Partners
334
Kovitz Investment Group Partners
Illinois
$714K
Betterment LLC
335
Betterment LLC
New York
$712K
WAT
336
Wealth Advisory Team
Kentucky
$692K
JIC
337
Johnson Investment Counsel
Ohio
$689K
AFP
338
Ausdal Financial Partners
Iowa
$689K
William Blair & Company
339
William Blair & Company
Illinois
$689K
SCM
340
SOL Capital Management
Maryland
$677K
PCA
341
Prosperity Capital Advisors
Ohio
$672K
SIM
342
Studio Investment Management
Illinois
$669K
CFD
343
Creative Financial Designs
Indiana
$663K
Baird Financial Group
344
Baird Financial Group
Wisconsin
$661K
LKBC
345
L.K. Benson & Company
Maryland
$651K
EAM
346
Evanson Asset Management
California
$649K
US Bancorp
347
US Bancorp
Minnesota
$647K
HWMO
348
Heritage Wealth Management (Ohio)
Ohio
$645K
SIMG
349
Sonora Investment Management Group
Arizona
$639K
Janney Montgomery Scott
350
Janney Montgomery Scott
Pennsylvania
$638K