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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
WP
376
WealthPLAN Partners
Nebraska
$535K
DC
377
Dahring Cusmano
Michigan
$534K
FWI
378
Facet Wealth Inc
Maryland
$531K
VCM
379
Vivaldi Capital Management
Illinois
$531K
MT
380
Midwest Trust
Kansas
$531K
LGWM
381
Litman Gregory Wealth Management
California
$525K
MCM
382
Mengis Capital Management
Oregon
$521K
CL
383
Choreo LLC
Illinois
$517K
FVWA
384
Foster Victor Wealth Advisors
South Carolina
$515K
FF
385
Francis Financial
$510K
JLBC
386
J.L. Bainbridge & Co
Florida
$509K
CW
387
CreativeOne Wealth
Kansas
$504K
SWGC
388
Summit Wealth Group (Colorado)
Colorado
$503K
MWM
389
Maridea Wealth Management
New York
$497K
Envestnet Portfolio Solutions
390
Envestnet Portfolio Solutions
Illinois
$495K
WWM
391
Western Wealth Management
Colorado
$494K
AO
392
Advisor OS
Illinois
$492K
Jane Street
393
Jane Street
New York
$487K
DWM
394
Destination Wealth Management
California
$480K
ACI
395
Alpha Cubed Investments
California
$472K
TCWM
396
Total Clarity Wealth Management
Illinois
$463K
Koshinski Asset Management
397
Koshinski Asset Management
Illinois
$459K
PAW
398
Plan A Wealth
Nebraska
$454K
DAS
399
Dynamic Advisor Solutions
Arizona
$449K
BCM
400
Brookstone Capital Management
Illinois
$442K