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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
DPI
526
Diversified Portfolios Inc
Michigan
$200K
EWA
527
Elevate Wealth Advisory
Georgia
$195K
RIL
528
Rothschild Investment LLC
Illinois
$186K
FHA
529
First Horizon Advisors
Tennessee
$183K
AIC
530
Archer Investment Corporation
Indiana
$179K
FCG
531
Financial Connections Group
California
$169K
GGI
532
Godsey & Gibb Inc
Virginia
$167K
CA
533
Crewe Advisors
Utah
$167K
AUB
534
Atlantic Union Bankshares
Virginia
$155K
PMFA
535
Plante Moran Financial Advisors
Michigan
$144K
GWM
536
Geneos Wealth Management
Colorado
$143K
FRA
537
Front Row Advisors
California
$143K
SFC
538
SYM Financial Corp
Indiana
$136K
CF
539
Centaurus Financial
California
$135K
BIM
540
Breakwater Investment Management
Washington
$132K
SWM
541
Spire Wealth Management
Virginia
$127K
FW
542
Fairway Wealth
Ohio
$121K
BFPW
543
BOK Financial Private Wealth
Colorado
$119K
GIM
544
Glenmede Investment Management
Pennsylvania
$118K
IF
545
Integrity Financial
Wyoming
$117K
ME
546
McIlrath & Eck
Washington
$113K
SAM
547
Smartleaf Asset Management
Massachusetts
$113K
CIAS
548
CBIZ Investment Advisory Services
Ohio
$107K
HNB
549
Huntington National Bank
Ohio
$106K
TLA
550
Tanglewood Legacy Advisors
Texas
$102K