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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
IAIM
501
International Assets Investment Management
Florida
$226K
EGA
502
E&G Advisors
Texas
$224K
CFG
503
Citizens Financial Group
Rhode Island
$224K
MGIA
504
Moneta Group Investment Advisors
Missouri
$224K
Brown Advisory
505
Brown Advisory
Maryland
$223K
NP
506
NorthRock Partners
Minnesota
$222K
RFP
507
Root Financial Partners
California
$222K
CFP
508
Catalyst Financial Partners
Massachusetts
$221K
EFG
509
Elios Financial Group
Ohio
$220K
AL
510
Aspiriant LLC
California
$220K
CCM
511
Condor Capital Management
New Jersey
$218K
FWP
512
FAS Wealth Partners
Kansas
$217K
D.E. Shaw & Co
513
D.E. Shaw & Co
New York
$217K
BJL
514
Brighton Jones LLC
Washington
$216K
AWM
515
Axxcess Wealth Management
California
$213K
MAS
516
Meeder Advisory Services
Ohio
$211K
MSR
517
Main Street Research
Connecticut
$210K
SSW
518
Stone Summit Wealth
Florida
$209K
BAM
519
BOS Asset Management
Illinois
$206K
SF
520
Symphony Financial
Texas
$204K
HA
521
HC Advisors
Georgia
$204K
AP
522
Americana Partners
Texas
$204K
MIM
523
Marco Investment Management
Georgia
$203K
BRWA
524
B. Riley Wealth Advisors
Florida
$202K
SFG
525
SNS Financial Group
Minnesota
$202K