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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 %
Goldman Sachs
476
Goldman Sachs
New York
$266K +$266K +10,828 New
IAA
477
Independent Advisor Alliance
North Carolina
$264K +$21K +857 +9%
OBWG
478
Onyx Bridge Wealth Group
New York
$260K
GS
479
GWN Securities
Florida
$259K +$14.4K +586 +6%
FPF
480
First Pacific Financial
Washington
$259K +$1.15K +47 +0.4%
QPWM
481
Quadrant Private Wealth Management
Pennsylvania
$259K +$259K +10,540 New
PWW
482
Pettyjohn Wood & White
Virginia
$256K +$25.2K +1,025 +11%
HW
483
Hancock Whitney
Mississippi
$251K +$251K +10,228 New
CGA
484
Crescent Grove Advisors
Illinois
$251K +$251K +10,216 New
KPWS
485
Kestra Private Wealth Services
Texas
$249K +$249K +10,140 New
AFA
486
AA Financial Advisors
Ohio
$248K -$6.74M -274,756 -96%
SWA
487
Sax Wealth Advisors
New Jersey
$248K -$736 -30 -0.3%
CF
488
Copperwynd Financial
Arizona
$245K +$245K +9,984 New
DFA
489
DHJJ Financial Advisors
Illinois
$245K -$19.5K -795 -7%
OWA
490
Oak Wealth Advisors
Illinois
$240K
PL
491
Parthenon LLC
Kentucky
$240K
CRC
492
Curi RMB Capital
Illinois
$239K +$239K +9,748 New
ST
493
Smithfield Trust
Pennsylvania
$235K
CWM
494
Castle Wealth Management
Florida
$235K
AG
495
Advocate Group
Minnesota
$231K
WIC
496
Woodmont Investment Counsel
Tennessee
$227K
BIG
497
Brooklyn Investment Group
New York
$227K +$227K +9,254 New
IAIM
498
International Assets Investment Management
Florida
$226K -$4.91K -200 -2%
EGA
499
E&G Advisors
Texas
$224K
CFG
500
Citizens Financial Group
Rhode Island
$224K