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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
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
KHC
29
Koesten Hirschmann & Crabtree
Kansas
$45.4M
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$41.6M
HighTower Advisors
31
HighTower Advisors
Illinois
$41.5M
PC
32
Prairiewood Capital
North Dakota
$38.7M
CPG
33
Cornerstone Planning Group
New Jersey
$38.2M
KCPG
34
Kavar Capital Partners Group
Kansas
$36M
LRIA
35
Leonard Rickey Investment Advisors
Washington
$35.6M
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$34.8M
Creative Planning
37
Creative Planning
Kansas
$33.2M
RCA
38
Resonant Capital Advisors
Wisconsin
$32.4M
BAM
39
Belpointe Asset Management
Nevada
$30.5M
FCA
40
Fortis Capital Advisors
Kansas
$30.5M
PWM
41
PTM Wealth Management
United States
$30.4M
TWM
42
Tanglewood Wealth Management
Texas
$30.1M
Mariner
43
Mariner
Kansas
$27.2M
PS
44
Planned Solutions
California
$26.1M
OFG
45
Oxford Financial Group
Indiana
$26M
HTC
46
Haverford Trust Company
Pennsylvania
$24.1M
GVAG
47
Great Valley Advisor Group
Delaware
$23.7M
SFS
48
Solitude Financial Services
Virginia
$23.5M
AWM
49
Allen Wealth Management
North Carolina
$23.4M
BCWM
50
Bartlett & Co Wealth Management
Ohio
$23.1M