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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
AWS
351
Atria Wealth Solutions
New York
$638K
BIG
352
Builder Investment Group
Georgia
$628K
SHGA
353
Sand Hill Global Advisors
California
$623K
BFA
354
Brown Financial Advisory
Alabama
$621K
TPI
355
Trust Point Inc
Wisconsin
$613K
WG
356
Welch Group
Alabama
$609K
WFA
357
Wellspring Financial Advisors
Ohio
$608K
CNTOF
358
Canandaigua National Trust of Florida
New York
$602K
CPA
359
Compass Planning Associates
Massachusetts
$591K
KW
360
Keyvantage Wealth
Pennsylvania
$584K
LI
361
Lafayette Investments
Maryland
$584K
IA
362
IFG Advisory
Georgia
$581K
TIAA Trust, National Association
363
TIAA Trust, National Association
North Carolina
$577K
HWM
364
HB Wealth Management
Georgia
$577K
Empower Advisory Group
365
Empower Advisory Group
Colorado
$573K
JIC
366
Joel Isaacson & Co
New York
$572K
SWP
367
Stratos Wealth Partners
Ohio
$571K
PAYA
368
Phil A. Younker & Associates
Alaska
$568K
AWM
369
Abound Wealth Management
Tennessee
$560K
CAM
370
Clark Asset Management
New Hampshire
$559K
CCM
371
Chilton Capital Management
Texas
$553K
NCM
372
Noesis Capital Mangement
Florida
$552K
DACG
373
Donor Advised Charitable Giving
California
$544K
LWA
374
Lantern Wealth Advisors
New York
$543K
Rockefeller Capital Management
375
Rockefeller Capital Management
New York
$536K