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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
CFG
501
Citizens Financial Group
Rhode Island
$224K
MGIA
502
Moneta Group Investment Advisors
Missouri
$224K
Brown Advisory
503
Brown Advisory
Maryland
$223K
NP
504
NorthRock Partners
Minnesota
$222K
RFP
505
Root Financial Partners
California
$222K
CFP
506
Catalyst Financial Partners
Massachusetts
$221K
EFG
507
Elios Financial Group
Ohio
$220K
AL
508
Aspiriant LLC
California
$220K
CCM
509
Condor Capital Management
New Jersey
$218K
FWP
510
FAS Wealth Partners
Kansas
$217K
D.E. Shaw & Co
511
D.E. Shaw & Co
New York
$217K
BJL
512
Brighton Jones LLC
Washington
$216K
AWM
513
Axxcess Wealth Management
California
$213K
MAS
514
Meeder Advisory Services
Ohio
$211K
MSR
515
Main Street Research
Connecticut
$210K
SSW
516
Stone Summit Wealth
Florida
$209K
BAM
517
BOS Asset Management
Illinois
$206K
SF
518
Symphony Financial
Texas
$204K
HA
519
HC Advisors
Georgia
$204K
AP
520
Americana Partners
Texas
$204K
MIM
521
Marco Investment Management
Georgia
$203K
BRWA
522
B. Riley Wealth Advisors
Florida
$202K
SFG
523
SNS Financial Group
Minnesota
$202K
DPI
524
Diversified Portfolios Inc
Michigan
$200K
EWA
525
Elevate Wealth Advisory
Georgia
$195K