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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
TFA
401
Tobias Financial Advisors
Florida
$440K
TCM
402
Traub Capital Management
Massachusetts
$437K
Financial Engines Advisors
403
Financial Engines Advisors
California
$435K
PP
404
Patten & Patten
Tennessee
$435K
ACP
405
Argyle Capital Partners
California
$429K
GAA
406
Global Assets Advisory
Florida
$426K
KeyBank National Association
407
KeyBank National Association
Ohio
$425K
RIA
408
Regal Investment Advisors
Michigan
$424K
BSTWA
409
Blake Schutter Theil Wealth Advisors
Ohio
$420K
Qube Research & Technologies (QRT)
410
Qube Research & Technologies (QRT)
United Kingdom
$418K
EFG
411
Embree Financial Group
Illinois
$418K
MG
412
Mather Group
Illinois
$409K
WA
413
WESPAC Advisors
California
$406K
JFG
414
JMG Financial Group
Illinois
$406K
DWM
415
Darwin Wealth Management
Florida
$399K
NDSI
416
Newman Dignan & Sheerar Inc
Rhode Island
$396K
BW
417
BIP Wealth
Georgia
$394K
CAG
418
Csenge Advisory Group
Florida
$387K
Members Trust
419
Members Trust
Florida
$387K
PCIA
420
Prime Capital Investment Advisors
Kansas
$385K
NWM
421
Nova Wealth Management
Florida
$384K
CT
422
Colonial Trust
South Carolina
$384K
PNC Financial Services Group
423
PNC Financial Services Group
Pennsylvania
$384K
SOS
424
Silver Oak Securities
Tennessee
$383K
CA
425
CGN Advisors
Kansas
$380K