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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 %
RFC
426
Regions Financial Corp
Alabama
$367K
GJIA
427
Glass Jacobson Investment Advisors
Maryland
$362K +$56.7K +2,310 +19%
MFC
428
Morris Financial Concepts
South Carolina
$360K -$3.26K -133 -0.9%
Franklin Resources
429
Franklin Resources
California
$358K +$358K +14,595 New
WCFA
430
Walkner Condon Financial Advisors
Wisconsin
$357K +$73.6K +3,000 +26%
EAM
431
Empirical Asset Management
Massachusetts
$356K -$3.78K -154 -1%
WWA
432
Wisconsin Wealth Advisors
Wisconsin
$354K +$354K +14,406 New
BB
433
Burford Brothers
Texas
$352K +$1.45K +59 +0.4%
CAI
434
Capital Advisors Inc
Oklahoma
$352K -$177K -7,218 -33%
HKIMG
435
Hutchens & Kramer Investment Management Group
Indiana
$347K
PWSG
436
Pacific Wealth Strategies Group
California
$346K -$6.24M -252,436 -95%
ECM
437
Evergreen Capital Management
Washington
$344K +$68.5K +2,790 +25%
SSWG
438
Seven Springs Wealth Group
Tennessee
$338K
ACM
439
Advisors Capital Management
New Jersey
$337K
PCMC
440
Paragon Capital Management (Colorado)
Colorado
$337K
MWM
441
Modera Wealth Management
New Jersey
$337K -$4.39K -179 -1%
MSA
442
Marino Stram & Associates
Massachusetts
$331K +$712 +29 +0.2%
RWIA
443
Roger Wittlin Investment Advisory
California
$325K +$1.42K +58 +0.4%
TYCC
444
Texas Yale Capital Corp
Florida
$324K
WT
445
Whittier Trust
California
$323K
Fisher Asset Management
446
Fisher Asset Management
Washington
$322K -$187K -7,602 -37%
Thrivent Financial for Lutherans
447
Thrivent Financial for Lutherans
Minnesota
$322K +$322K +13,141 New
FLPIM
448
F.L. Putnam Investment Management
Massachusetts
$320K
CFS
449
CRA Financial Services
New Jersey
$320K +$101K +4,101 +46%
FWCM
450
Ferguson Wellman Capital Management
Oregon
$319K -$29.2K -1,190 -8%