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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
HNW
551
High Note Wealth
Minnesota
$99.7K
PTC
552
Private Trust Company
Ohio
$95.7K
AT
553
Arlington Trust
Alabama
$95.3K
HFS
554
Hantz Financial Services
Michigan
$93K
SIS
555
Sound Income Strategies
Florida
$90.4K
Comerica Bank
556
Comerica Bank
Texas
$86.5K
HIA
557
Harbor Investment Advisory
Maryland
$82.5K
CFB
558
Cullen/Frost Bankers
Texas
$79.4K
Citigroup
559
Citigroup
New York
$78.2K
AP
560
Aspect Partners
Virginia
$73.8K
FCT
561
First Community Trust
Iowa
$73.1K
TFG
562
Team Financial Group
California
$72.6K
POIA
563
Pin Oak Investment Advisors
Texas
$68K
HI
564
Hoey Investments
Pennsylvania
$63.5K
ADL
565
Asset Dedication LLC
California
$62.7K
FIM
566
FWL Investment Management
Texas
$58.7K
PB
567
Pinnacle Bancorp
Nebraska
$58.7K
MJRIC
568
Mogy Joel R Investment Counsel
California
$58.6K
BAM
569
Bellevue Asset Management
Washington
$58.2K
SIC
570
SJS Investment Consulting
Ohio
$56.7K
JFA
571
JNBA Financial Advisors
Minnesota
$55.9K
WP
572
WealthShield Partners
North Carolina
$53.9K
KWM
573
Kiker Wealth Management
Georgia
$53K
IHWM
574
Iron Horse Wealth Management
Iowa
$52.2K
TFGT
575
TS Financial Group (TSFG)
Illinois
$52K