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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
AT
551
Arlington Trust
Alabama
$95.3K
HFS
552
Hantz Financial Services
Michigan
$93K
SIS
553
Sound Income Strategies
Florida
$90.4K
Comerica Bank
554
Comerica Bank
Texas
$86.5K
HIA
555
Harbor Investment Advisory
Maryland
$82.5K
CFB
556
Cullen/Frost Bankers
Texas
$79.4K
Citigroup
557
Citigroup
New York
$78.2K
AP
558
Aspect Partners
Virginia
$73.8K
FCT
559
First Community Trust
Iowa
$73.1K
TFG
560
Team Financial Group
California
$72.6K
POIA
561
Pin Oak Investment Advisors
Texas
$68K
HI
562
Hoey Investments
Pennsylvania
$63.5K
ADL
563
Asset Dedication LLC
California
$62.7K
FIM
564
FWL Investment Management
Texas
$58.7K
PB
565
Pinnacle Bancorp
Nebraska
$58.7K
MJRIC
566
Mogy Joel R Investment Counsel
California
$58.6K
BAM
567
Bellevue Asset Management
Washington
$58.2K
SIC
568
SJS Investment Consulting
Ohio
$56.7K
JFA
569
JNBA Financial Advisors
Minnesota
$55.9K
WP
570
WealthShield Partners
North Carolina
$53.9K
KWM
571
Kiker Wealth Management
Georgia
$53K
IHWM
572
Iron Horse Wealth Management
Iowa
$52.2K
TFGT
573
TS Financial Group (TSFG)
Illinois
$52K
BMM
574
Berkshire Money Management
Massachusetts
$51.8K
NFSG
575
Newbridge Financial Services Group
Florida
$51.5K