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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
8.82%
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 %
HFS
551
Hantz Financial Services
Michigan
$93K +$93K +3,786 New
SIS
552
Sound Income Strategies
Florida
$90.4K -$87.4K -3,561 -49%
Comerica Bank
553
Comerica Bank
Texas
$86.5K -$90.6K -3,690 -51%
HIA
554
Harbor Investment Advisory
Maryland
$82.5K
CFB
555
Cullen/Frost Bankers
Texas
$79.4K
Citigroup
556
Citigroup
New York
$78.2K +$1.06K +43 +1%
AP
557
Aspect Partners
Virginia
$73.8K
FCT
558
First Community Trust
Iowa
$73.1K -$73.1K -2,979 -50%
TFG
559
Team Financial Group
California
$72.6K +$72.6K +2,958 New
POIA
560
Pin Oak Investment Advisors
Texas
$68K +$68K +2,922 New
HI
561
Hoey Investments
Pennsylvania
$63.5K +$63.5K +2,586 New
ADL
562
Asset Dedication LLC
California
$62.7K -$147 -6 -0.2%
FIM
563
FWL Investment Management
Texas
$58.7K +$58.7K +2,391 New
PB
564
Pinnacle Bancorp
Nebraska
$58.7K +$35.1K +1,429 +149%
MJRIC
565
Mogy Joel R Investment Counsel
California
$58.6K +$58.6K +2,386 New
BAM
566
Bellevue Asset Management
Washington
$58.2K +$49 +2 +0.1%
SIC
567
SJS Investment Consulting
Ohio
$56.7K -$5.23K -213 -8%
JFA
568
JNBA Financial Advisors
Minnesota
$55.9K -$2.58K -105 -4%
WP
569
WealthShield Partners
North Carolina
$53.9K +$7.78K +317 +17%
KWM
570
Kiker Wealth Management
Georgia
$53K +$45.1K +1,839 +573%
IHWM
571
Iron Horse Wealth Management
Iowa
$52.2K
TFGT
572
TS Financial Group (TSFG)
Illinois
$52K
BMM
573
Berkshire Money Management
Massachusetts
$51.8K +$51.8K +2,112 New
NFSG
574
Newbridge Financial Services Group
Florida
$51.5K
MSWA
575
Marshall & Sterling Wealth Advisors
New York
$50.7K +$221 +9 +0.4%