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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
8.81%
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 %
DF
576
Dunhill Financial
United Kingdom
$50.3K
GK
577
Graney & King
New York
$49.6K
AA
578
Ancora Advisors
Ohio
$48.2K -$114K -4,636 -70%
SL
579
Salomon & Ludwin
Virginia
$45K +$26.4K +1,062 +142%
T
580
Tidemark
California
$44.5K +$196 +8 +0.4%
PWMG
581
Private Wealth Management Group
New Jersey
$37.9K -$25.6K -1,042 -40%
MAWAG
582
Mid-American Wealth Advisory Group
Missouri
$37.5K +$37.5K +1,527 New
CA
583
Clearstead Advisors
Ohio
$36.8K +$196 +8 +0.5%
DI
584
DAGCO Inc
Ohio
$34.7K +$147 +6 +0.4%
PS
585
Pinney & Scofield
Massachusetts
$34.5K +$147 +6 +0.4%
KFI
586
Key Financial Inc
Pennsylvania
$33K
GWSA
587
Global Wealth Strategies & Associates
Colorado
$31.9K -$10.7K -435 -25%
RMP
588
Richards, Merrill & Peterson
Washington
$31.4K
ATC
589
Adirondack Trust Company
New York
$28.3K
WWM
590
Woodside Wealth Management
Massachusetts
$25.5K
OP
591
ORG Partners
Indiana
$25.1K
PAG
592
Paladin Advisory Group
Iowa
$24.9K +$24.9K +1,014 New
RWM
593
Rialto Wealth Management
New York
$23.8K
BWL
594
Bogart Wealth LLC
Virginia
$20.8K +$20.8K +849 New
KSWA
595
Kathleen S. Wright Associates
Pennsylvania
$20.2K
CIA
596
Cape Investment Advisory
Georgia
$19.5K
BA
597
Bristlecone Advisors
Washington
$19.5K +$74 +3 +0.4%
AIM
598
Anchor Investment Management
South Carolina
$19.4K
HWM
599
Hemington Wealth Management
Virginia
$19K
MM
600
Main Management
California
$18K