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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
CICC
451
Capital Investment Counsel (Colorado)
Colorado
$312K
WCA
452
Westover Capital Advisors
Delaware
$312K
SFWA
453
Summit Financial Wealth Advisors
Louisiana
$308K
CCG
454
Coastwise Capital Group
California
$306K
DWP
455
Destiny Wealth Partners
Florida
$298K
SWP
456
Sagespring Wealth Partners
Tennessee
$296K
AC
457
Anson Capital
Georgia
$295K
SSWM
458
Smith Salley Wealth Management
North Carolina
$294K
OSAM
459
O'Shaughnessy Asset Management
Connecticut
$293K
GC
460
Grimes & Company
Massachusetts
$292K
SHFA
461
SC&H Financial Advisors
Maryland
$287K
VT
462
Vise Technologies
New York
$287K
MIC
463
Meridian Investment Counsel
California
$284K
CAL
464
Capital Analysts LLC
Pennsylvania
$283K
CAM
465
Cresset Asset Management
Illinois
$282K
JFGIW
466
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$281K
LSWP
467
Liberty Square Wealth Partners
Pennsylvania
$277K
CP
468
Creekside Partners
California
$275K
MA
469
MCF Advisors
Kentucky
$274K
CAG
470
Curtis Advisory Group
California
$274K
WJWM
471
Williams Jones Wealth Management
New York
$272K
SB
472
Simmons Bank
Arkansas
$272K
ACA
473
Ackerman Capital Advisors
Texas
$272K
Russell Investments Group
474
Russell Investments Group
United Kingdom
$267K
PA
475
Procyon Advisors
Connecticut
$267K