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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
AssetMark Inc
426
AssetMark Inc
California
$377K
SBWIC
427
Schaper Benz & Wise Investment Counsel
Wisconsin
$376K
RFC
428
Regions Financial Corp
Alabama
$367K
GJIA
429
Glass Jacobson Investment Advisors
Maryland
$362K
MFC
430
Morris Financial Concepts
South Carolina
$360K
Franklin Resources
431
Franklin Resources
California
$358K
WCFA
432
Walkner Condon Financial Advisors
Wisconsin
$357K
EAM
433
Empirical Asset Management
Massachusetts
$356K
WWA
434
Wisconsin Wealth Advisors
Wisconsin
$354K
BB
435
Burford Brothers
Texas
$352K
CAI
436
Capital Advisors Inc
Oklahoma
$352K
HKIMG
437
Hutchens & Kramer Investment Management Group
Indiana
$347K
PWSG
438
Pacific Wealth Strategies Group
California
$346K
ECM
439
Evergreen Capital Management
Washington
$344K
SSWG
440
Seven Springs Wealth Group
Tennessee
$338K
ACM
441
Advisors Capital Management
New Jersey
$337K
PCMC
442
Paragon Capital Management (Colorado)
Colorado
$337K
MWM
443
Modera Wealth Management
New Jersey
$337K
MSA
444
Marino Stram & Associates
Massachusetts
$331K
RWIA
445
Roger Wittlin Investment Advisory
California
$325K
TYCC
446
Texas Yale Capital Corp
Florida
$324K
WT
447
Whittier Trust
California
$323K
Fisher Asset Management
448
Fisher Asset Management
Washington
$322K
Thrivent Financial for Lutherans
449
Thrivent Financial for Lutherans
Minnesota
$322K
FLPIM
450
F.L. Putnam Investment Management
Massachusetts
$320K