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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
BIG
351
Builder Investment Group
Georgia
$628K
SHGA
352
Sand Hill Global Advisors
California
$623K
BFA
353
Brown Financial Advisory
Alabama
$621K
TPI
354
Trust Point Inc
Wisconsin
$613K
WG
355
Welch Group
Alabama
$609K
WFA
356
Wellspring Financial Advisors
Ohio
$608K
CNTOF
357
Canandaigua National Trust of Florida
New York
$602K
CPA
358
Compass Planning Associates
Massachusetts
$591K
KW
359
Keyvantage Wealth
Pennsylvania
$584K
LI
360
Lafayette Investments
Maryland
$584K
IA
361
IFG Advisory
Georgia
$581K
TIAA Trust, National Association
362
TIAA Trust, National Association
North Carolina
$577K
HWM
363
HB Wealth Management
Georgia
$577K
Empower Advisory Group
364
Empower Advisory Group
Colorado
$573K
JIC
365
Joel Isaacson & Co
New York
$572K
SWP
366
Stratos Wealth Partners
Ohio
$571K
PAYA
367
Phil A. Younker & Associates
Alaska
$568K
AWM
368
Abound Wealth Management
Tennessee
$560K
CAM
369
Clark Asset Management
New Hampshire
$559K
CCM
370
Chilton Capital Management
Texas
$553K
NCM
371
Noesis Capital Mangement
Florida
$552K
DACG
372
Donor Advised Charitable Giving
California
$544K
LWA
373
Lantern Wealth Advisors
New York
$543K
Rockefeller Capital Management
374
Rockefeller Capital Management
New York
$536K
WP
375
WealthPLAN Partners
Nebraska
$535K