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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 %
Financial Engines Advisors
401
Financial Engines Advisors
California
$435K +$126K +5,132 +41%
PP
402
Patten & Patten
Tennessee
$435K -$7.98K -325 -2%
ACP
403
Argyle Capital Partners
California
$429K
GAA
404
Global Assets Advisory
Florida
$426K -$1.37M -55,050 -76%
KeyBank National Association
405
KeyBank National Association
Ohio
$425K +$425K +17,303 New
RIA
406
Regal Investment Advisors
Michigan
$424K -$131K -5,348 -24%
BSTWA
407
Blake Schutter Theil Wealth Advisors
Ohio
$420K
Qube Research & Technologies (QRT)
408
Qube Research & Technologies (QRT)
United Kingdom
$418K +$412K +16,792 +6,798%
EFG
409
Embree Financial Group
Illinois
$418K -$18.9K -770 -4%
MG
410
Mather Group
Illinois
$409K +$11.5K +468 +3%
WA
411
WESPAC Advisors
California
$406K +$491 +20 +0.1%
JFG
412
JMG Financial Group
Illinois
$406K -$48.5K -1,977 -11%
DWM
413
Darwin Wealth Management
Florida
$399K -$50K -2,036 -11%
NDSI
414
Newman Dignan & Sheerar Inc
Rhode Island
$396K +$396K +16,131 New
BW
415
BIP Wealth
Georgia
$394K -$2.41K -98 -0.6%
CAG
416
Csenge Advisory Group
Florida
$387K -$4.69K -198 -1%
Members Trust
417
Members Trust
Florida
$387K -$6.7K -273 -2%
PCIA
418
Prime Capital Investment Advisors
Kansas
$385K -$152K -6,207 -28%
NWM
419
Nova Wealth Management
Florida
$384K -$1.06K -43 -0.3%
CT
420
Colonial Trust
South Carolina
$384K
PNC Financial Services Group
421
PNC Financial Services Group
Pennsylvania
$384K -$70.1K -2,856 -15%
SOS
422
Silver Oak Securities
Tennessee
$383K -$20.8K -847 -5%
CA
423
CGN Advisors
Kansas
$380K -$79.5K -3,241 -17%
AssetMark Inc
424
AssetMark Inc
California
$377K +$275K +11,190 +269%
SBWIC
425
Schaper Benz & Wise Investment Counsel
Wisconsin
$376K +$6.38K +260 +2%