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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
Financial Engines Advisors
401
Financial Engines Advisors
California
$435K
PP
402
Patten & Patten
Tennessee
$435K
ACP
403
Argyle Capital Partners
California
$429K
GAA
404
Global Assets Advisory
Florida
$426K
KeyBank National Association
405
KeyBank National Association
Ohio
$425K
RIA
406
Regal Investment Advisors
Michigan
$424K
BSTWA
407
Blake Schutter Theil Wealth Advisors
Ohio
$420K
Qube Research & Technologies (QRT)
408
Qube Research & Technologies (QRT)
United Kingdom
$418K
EFG
409
Embree Financial Group
Illinois
$418K
MG
410
Mather Group
Illinois
$409K
WA
411
WESPAC Advisors
California
$406K
JFG
412
JMG Financial Group
Illinois
$406K
DWM
413
Darwin Wealth Management
Florida
$399K
NDSI
414
Newman Dignan & Sheerar Inc
Rhode Island
$396K
BW
415
BIP Wealth
Georgia
$394K
CAG
416
Csenge Advisory Group
Florida
$387K
Members Trust
417
Members Trust
Florida
$387K
PCIA
418
Prime Capital Investment Advisors
Kansas
$385K
NWM
419
Nova Wealth Management
Florida
$384K
CT
420
Colonial Trust
South Carolina
$384K
PNC Financial Services Group
421
PNC Financial Services Group
Pennsylvania
$384K
SOS
422
Silver Oak Securities
Tennessee
$383K
CA
423
CGN Advisors
Kansas
$380K
AssetMark Inc
424
AssetMark Inc
California
$377K
SBWIC
425
Schaper Benz & Wise Investment Counsel
Wisconsin
$376K