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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
PA
476
Procyon Advisors
Connecticut
$267K
IFA
477
Index Fund Advisors
California
$266K
Goldman Sachs
478
Goldman Sachs
New York
$266K
IAA
479
Independent Advisor Alliance
North Carolina
$264K
OBWG
480
Onyx Bridge Wealth Group
New York
$260K
GS
481
GWN Securities
Florida
$259K
FPF
482
First Pacific Financial
Washington
$259K
QPWM
483
Quadrant Private Wealth Management
Pennsylvania
$259K
PWW
484
Pettyjohn Wood & White
Virginia
$256K
HW
485
Hancock Whitney
Mississippi
$251K
CGA
486
Crescent Grove Advisors
Illinois
$251K
KPWS
487
Kestra Private Wealth Services
Texas
$249K
AFA
488
AA Financial Advisors
Ohio
$248K
SWA
489
Sax Wealth Advisors
New Jersey
$248K
CF
490
Copperwynd Financial
Arizona
$245K
DFA
491
DHJJ Financial Advisors
Illinois
$245K
OWA
492
Oak Wealth Advisors
Illinois
$240K
PL
493
Parthenon LLC
Kentucky
$240K
CRC
494
Curi RMB Capital
Illinois
$239K
CAM
495
Cresset Asset Management
Illinois
$238K
ST
496
Smithfield Trust
Pennsylvania
$235K
CWM
497
Castle Wealth Management
Florida
$235K
AG
498
Advocate Group
Minnesota
$231K
WIC
499
Woodmont Investment Counsel
Tennessee
$227K
BIG
500
Brooklyn Investment Group
New York
$227K