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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
CFS
451
CRA Financial Services
New Jersey
$320K
FWCM
452
Ferguson Wellman Capital Management
Oregon
$319K
CICC
453
Capital Investment Counsel (Colorado)
Colorado
$312K
WCA
454
Westover Capital Advisors
Delaware
$312K
SFWA
455
Summit Financial Wealth Advisors
Louisiana
$308K
CCG
456
Coastwise Capital Group
California
$306K
DWP
457
Destiny Wealth Partners
Florida
$298K
SWP
458
Sagespring Wealth Partners
Tennessee
$296K
AC
459
Anson Capital
Georgia
$295K
SSWM
460
Smith Salley Wealth Management
North Carolina
$294K
OSAM
461
O'Shaughnessy Asset Management
Connecticut
$293K
GC
462
Grimes & Company
Massachusetts
$292K
SHFA
463
SC&H Financial Advisors
Maryland
$287K
VT
464
Vise Technologies
New York
$287K
MIC
465
Meridian Investment Counsel
California
$284K
CAL
466
Capital Analysts LLC
Pennsylvania
$283K
JFGIW
467
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$281K
LSWP
468
Liberty Square Wealth Partners
Pennsylvania
$277K
CP
469
Creekside Partners
California
$275K
MA
470
MCF Advisors
Kentucky
$274K
CAG
471
Curtis Advisory Group
California
$274K
WJWM
472
Williams Jones Wealth Management
New York
$272K
SB
473
Simmons Bank
Arkansas
$272K
ACA
474
Ackerman Capital Advisors
Texas
$272K
Russell Investments Group
475
Russell Investments Group
United Kingdom
$267K