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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
PAG
26
Private Advisor Group
New Jersey
$50.4M
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$50.3M
AA
28
Ashford Advisors
New York
$48.6M
Osaic Holdings
29
Osaic Holdings
Arizona
$45.8M
KHC
30
Koesten Hirschmann & Crabtree
Kansas
$45.4M
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$41.6M
HighTower Advisors
32
HighTower Advisors
Illinois
$41.5M
PC
33
Prairiewood Capital
North Dakota
$38.7M
CPG
34
Cornerstone Planning Group
New Jersey
$38.2M
KCPG
35
Kavar Capital Partners Group
Kansas
$36M
LRIA
36
Leonard Rickey Investment Advisors
Washington
$35.6M
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$34.8M
Creative Planning
38
Creative Planning
Kansas
$33.2M
RCA
39
Resonant Capital Advisors
Wisconsin
$32.4M
BAM
40
Belpointe Asset Management
Nevada
$30.5M
FCA
41
Fortis Capital Advisors
Kansas
$30.5M
PWM
42
PTM Wealth Management
United States
$30.4M
TWM
43
Tanglewood Wealth Management
Texas
$30.1M
Mariner
44
Mariner
Kansas
$27.2M
PS
45
Planned Solutions
California
$26.1M
OFG
46
Oxford Financial Group
Indiana
$26M
HTC
47
Haverford Trust Company
Pennsylvania
$24.1M
GVAG
48
Great Valley Advisor Group
Delaware
$23.7M
SFS
49
Solitude Financial Services
Virginia
$23.5M
AWM
50
Allen Wealth Management
North Carolina
$23.4M