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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
8.81%
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 %
DC
376
Dahring Cusmano
Michigan
$534K +$3.24K +132 +0.6%
FWI
377
Facet Wealth Inc
Maryland
$531K -$5.68K -230 -1%
VCM
378
Vivaldi Capital Management
Illinois
$531K +$344 +14 +0.1%
MT
379
Midwest Trust
Kansas
$531K +$531K +21,625 New
LGWM
380
Litman Gregory Wealth Management
California
$525K +$64.5K +2,629 +14%
MCM
381
Mengis Capital Management
Oregon
$521K +$15.6K +634 +3%
CL
382
Choreo LLC
Illinois
$517K +$2.92K +119 +0.6%
FVWA
383
Foster Victor Wealth Advisors
South Carolina
$515K -$484K -19,405 -48%
FF
384
Francis Financial
$510K
JLBC
385
J.L. Bainbridge & Co
Florida
$509K -$35.5K -1,448 -7%
CW
386
CreativeOne Wealth
Kansas
$504K -$27.6K -1,123 -5%
SWGC
387
Summit Wealth Group (Colorado)
Colorado
$503K +$503K +20,508 New
MWM
388
Maridea Wealth Management
New York
$497K -$90.3K -3,680 -15%
Envestnet Portfolio Solutions
389
Envestnet Portfolio Solutions
Illinois
$495K +$49.9K +2,035 +11%
WWM
390
Western Wealth Management
Colorado
$494K +$30.5K +1,244 +7%
AO
391
Advisor OS
Illinois
$492K +$96.7K +3,940 +24%
Jane Street
392
Jane Street
New York
$487K -$1.69M -68,684 -78%
DWM
393
Destination Wealth Management
California
$480K +$63.4K +2,584 +15%
ACI
394
Alpha Cubed Investments
California
$472K +$472K +19,252 New
TCWM
395
Total Clarity Wealth Management
Illinois
$463K +$463K +18,883 New
Koshinski Asset Management
396
Koshinski Asset Management
Illinois
$459K -$68.5K -2,792 -13%
DAS
397
Dynamic Advisor Solutions
Arizona
$449K +$1.69K +69 +0.4%
BCM
398
Brookstone Capital Management
Illinois
$442K -$85.4K -3,480 -16%
TFA
399
Tobias Financial Advisors
Florida
$440K
TCM
400
Traub Capital Management
Massachusetts
$437K +$437K +17,820 New