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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 %
CICC
451
Capital Investment Counsel (Colorado)
Colorado
$312K +$41.8K +1,704 +15%
WCA
452
Westover Capital Advisors
Delaware
$312K -$9.55K -389 -3%
CCG
453
Coastwise Capital Group
California
$306K +$1.1K +45 +0.4%
DWP
454
Destiny Wealth Partners
Florida
$298K
SWP
455
Sagespring Wealth Partners
Tennessee
$296K -$39.4K -1,605 -12%
AC
456
Anson Capital
Georgia
$295K
SSWM
457
Smith Salley Wealth Management
North Carolina
$294K +$7.53K +307 +3%
OSAM
458
O'Shaughnessy Asset Management
Connecticut
$293K +$20.4K +832 +7%
GC
459
Grimes & Company
Massachusetts
$292K +$61.6K +2,511 +27%
SHFA
460
SC&H Financial Advisors
Maryland
$287K +$22.2K +905 +8%
VT
461
Vise Technologies
New York
$287K +$287K +11,683 New
MIC
462
Meridian Investment Counsel
California
$284K +$4.12K +168 +1%
CAL
463
Capital Analysts LLC
Pennsylvania
$283K -$194K -7,925 -41%
CAM
464
Cresset Asset Management
Illinois
$282K
JFGIW
465
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$281K +$1.1K +45 +0.4%
LSWP
466
Liberty Square Wealth Partners
Pennsylvania
$277K
CP
467
Creekside Partners
California
$275K
MA
468
MCF Advisors
Kentucky
$274K
CAG
469
Curtis Advisory Group
California
$274K -$195K -7,958 -42%
WJWM
470
Williams Jones Wealth Management
New York
$272K
SB
471
Simmons Bank
Arkansas
$272K
ACA
472
Ackerman Capital Advisors
Texas
$272K
Russell Investments Group
473
Russell Investments Group
United Kingdom
$267K -$34.3K -1,399 -11%
PA
474
Procyon Advisors
Connecticut
$267K +$267K +10,872 New
IFA
475
Index Fund Advisors
California
$266K