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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
RFC
426
Regions Financial Corp
Alabama
$367K
GJIA
427
Glass Jacobson Investment Advisors
Maryland
$362K
MFC
428
Morris Financial Concepts
South Carolina
$360K
Franklin Resources
429
Franklin Resources
California
$358K
WCFA
430
Walkner Condon Financial Advisors
Wisconsin
$357K
EAM
431
Empirical Asset Management
Massachusetts
$356K
WWA
432
Wisconsin Wealth Advisors
Wisconsin
$354K
BB
433
Burford Brothers
Texas
$352K
CAI
434
Capital Advisors Inc
Oklahoma
$352K
HKIMG
435
Hutchens & Kramer Investment Management Group
Indiana
$347K
PWSG
436
Pacific Wealth Strategies Group
California
$346K
ECM
437
Evergreen Capital Management
Washington
$344K
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
MSA
442
Marino Stram & Associates
Massachusetts
$331K
RWIA
443
Roger Wittlin Investment Advisory
California
$325K
TYCC
444
Texas Yale Capital Corp
Florida
$324K
WT
445
Whittier Trust
California
$323K
Fisher Asset Management
446
Fisher Asset Management
Washington
$322K
Thrivent Financial for Lutherans
447
Thrivent Financial for Lutherans
Minnesota
$322K
FLPIM
448
F.L. Putnam Investment Management
Massachusetts
$320K
CFS
449
CRA Financial Services
New Jersey
$320K
FWCM
450
Ferguson Wellman Capital Management
Oregon
$319K