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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 %
MGIA
501
Moneta Group Investment Advisors
Missouri
$224K +$224K +9,117 New
Brown Advisory
502
Brown Advisory
Maryland
$223K -$602K -24,529 -73%
NP
503
NorthRock Partners
Minnesota
$222K -$20.3K -829 -8%
RFP
504
Root Financial Partners
California
$222K +$1.42K +58 +0.6%
CFP
505
Catalyst Financial Partners
Massachusetts
$221K
EFG
506
Elios Financial Group
Ohio
$220K -$1.33K -54 -0.6%
AL
507
Aspiriant LLC
California
$220K
CCM
508
Condor Capital Management
New Jersey
$218K +$25 +1 +0%
FWP
509
FAS Wealth Partners
Kansas
$217K -$17.5K -714 -7%
D.E. Shaw & Co
510
D.E. Shaw & Co
New York
$217K +$217K +8,847 New
BJL
511
Brighton Jones LLC
Washington
$216K +$216K +8,789 New
AWM
512
Axxcess Wealth Management
California
$213K
MAS
513
Meeder Advisory Services
Ohio
$211K
MSR
514
Main Street Research
Connecticut
$210K +$210K +8,541 New
SSW
515
Stone Summit Wealth
Florida
$209K -$61.4K -2,500 -23%
BAM
516
BOS Asset Management
Illinois
$206K +$206K +8,382 New
SF
517
Symphony Financial
Texas
$204K -$4.12M -14,515 -95%
HA
518
HC Advisors
Georgia
$204K +$204K +8,304 New
AP
519
Americana Partners
Texas
$204K +$204K +8,295 New
MIM
520
Marco Investment Management
Georgia
$203K +$203K +8,278 New
BRWA
521
B. Riley Wealth Advisors
Florida
$202K +$202K +8,220 New
SFG
522
SNS Financial Group
Minnesota
$202K +$202K +8,217 New
DPI
523
Diversified Portfolios Inc
Michigan
$200K +$200K +8,154 New
EWA
524
Elevate Wealth Advisory
Georgia
$195K -$23K -939 -11%
RIL
525
Rothschild Investment LLC
Illinois
$186K