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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
RIL
526
Rothschild Investment LLC
Illinois
$186K
FHA
527
First Horizon Advisors
Tennessee
$183K
AIC
528
Archer Investment Corporation
Indiana
$179K
FCG
529
Financial Connections Group
California
$169K
GGI
530
Godsey & Gibb Inc
Virginia
$167K
CA
531
Crewe Advisors
Utah
$167K
AUB
532
Atlantic Union Bankshares
Virginia
$155K
PMFA
533
Plante Moran Financial Advisors
Michigan
$144K
GWM
534
Geneos Wealth Management
Colorado
$143K
FRA
535
Front Row Advisors
California
$143K
SFC
536
SYM Financial Corp
Indiana
$136K
CF
537
Centaurus Financial
California
$135K
BIM
538
Breakwater Investment Management
Washington
$132K
SWM
539
Spire Wealth Management
Virginia
$127K
FW
540
Fairway Wealth
Ohio
$121K
BFPW
541
BOK Financial Private Wealth
Colorado
$119K
GIM
542
Glenmede Investment Management
Pennsylvania
$118K
IF
543
Integrity Financial
Wyoming
$117K
ME
544
McIlrath & Eck
Washington
$113K
SAM
545
Smartleaf Asset Management
Massachusetts
$113K
CIAS
546
CBIZ Investment Advisory Services
Ohio
$107K
HNB
547
Huntington National Bank
Ohio
$106K
TLA
548
Tanglewood Legacy Advisors
Texas
$102K
HNW
549
High Note Wealth
Minnesota
$99.7K
PTC
550
Private Trust Company
Ohio
$95.7K