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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
DC
376
Dahring Cusmano
Michigan
$534K
FWI
377
Facet Wealth Inc
Maryland
$531K
VCM
378
Vivaldi Capital Management
Illinois
$531K
MT
379
Midwest Trust
Kansas
$531K
LGWM
380
Litman Gregory Wealth Management
California
$525K
MCM
381
Mengis Capital Management
Oregon
$521K
CL
382
Choreo LLC
Illinois
$517K
FVWA
383
Foster Victor Wealth Advisors
South Carolina
$515K
FF
384
Francis Financial
$510K
JLBC
385
J.L. Bainbridge & Co
Florida
$509K
CW
386
CreativeOne Wealth
Kansas
$504K
SWGC
387
Summit Wealth Group (Colorado)
Colorado
$503K
MWM
388
Maridea Wealth Management
New York
$497K
Envestnet Portfolio Solutions
389
Envestnet Portfolio Solutions
Illinois
$495K
WWM
390
Western Wealth Management
Colorado
$494K
AO
391
Advisor OS
Illinois
$492K
Jane Street
392
Jane Street
New York
$487K
DWM
393
Destination Wealth Management
California
$480K
ACI
394
Alpha Cubed Investments
California
$472K
TCWM
395
Total Clarity Wealth Management
Illinois
$463K
Koshinski Asset Management
396
Koshinski Asset Management
Illinois
$459K
DAS
397
Dynamic Advisor Solutions
Arizona
$449K
BCM
398
Brookstone Capital Management
Illinois
$442K
TFA
399
Tobias Financial Advisors
Florida
$440K
TCM
400
Traub Capital Management
Massachusetts
$437K