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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
IFA
476
Index Fund Advisors
California
$266K
Goldman Sachs
477
Goldman Sachs
New York
$266K
IAA
478
Independent Advisor Alliance
North Carolina
$264K
OBWG
479
Onyx Bridge Wealth Group
New York
$260K
GS
480
GWN Securities
Florida
$259K
FPF
481
First Pacific Financial
Washington
$259K
QPWM
482
Quadrant Private Wealth Management
Pennsylvania
$259K
PWW
483
Pettyjohn Wood & White
Virginia
$256K
HW
484
Hancock Whitney
Mississippi
$251K
CGA
485
Crescent Grove Advisors
Illinois
$251K
KPWS
486
Kestra Private Wealth Services
Texas
$249K
AFA
487
AA Financial Advisors
Ohio
$248K
SWA
488
Sax Wealth Advisors
New Jersey
$248K
CF
489
Copperwynd Financial
Arizona
$245K
DFA
490
DHJJ Financial Advisors
Illinois
$245K
OWA
491
Oak Wealth Advisors
Illinois
$240K
PL
492
Parthenon LLC
Kentucky
$240K
CRC
493
Curi RMB Capital
Illinois
$239K
ST
494
Smithfield Trust
Pennsylvania
$235K
CWM
495
Castle Wealth Management
Florida
$235K
AG
496
Advocate Group
Minnesota
$231K
WIC
497
Woodmont Investment Counsel
Tennessee
$227K
BIG
498
Brooklyn Investment Group
New York
$227K
IAIM
499
International Assets Investment Management
Florida
$226K
EGA
500
E&G Advisors
Texas
$224K