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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
MSWA
576
Marshall & Sterling Wealth Advisors
New York
$50.7K
DF
577
Dunhill Financial
United Kingdom
$50.3K
GK
578
Graney & King
New York
$49.6K
AA
579
Ancora Advisors
Ohio
$48.2K
SL
580
Salomon & Ludwin
Virginia
$45K
T
581
Tidemark
California
$44.5K
PWMG
582
Private Wealth Management Group
New Jersey
$37.9K
MAWAG
583
Mid-American Wealth Advisory Group
Missouri
$37.5K
CA
584
Clearstead Advisors
Ohio
$36.8K
DI
585
DAGCO Inc
Ohio
$34.7K
PS
586
Pinney & Scofield
Massachusetts
$34.5K
KFI
587
Key Financial Inc
Pennsylvania
$33K
GWSA
588
Global Wealth Strategies & Associates
Colorado
$31.9K
RMP
589
Richards, Merrill & Peterson
Washington
$31.4K
ATC
590
Adirondack Trust Company
New York
$28.3K
WWM
591
Woodside Wealth Management
Massachusetts
$25.5K
OP
592
ORG Partners
Indiana
$25.1K
PAG
593
Paladin Advisory Group
Iowa
$24.9K
RWM
594
Rialto Wealth Management
New York
$23.8K
BWL
595
Bogart Wealth LLC
Virginia
$20.8K
KSWA
596
Kathleen S. Wright Associates
Pennsylvania
$20.2K
CIA
597
Cape Investment Advisory
Georgia
$19.5K
BA
598
Bristlecone Advisors
Washington
$19.5K
AIM
599
Anchor Investment Management
South Carolina
$19.4K
HWM
600
Hemington Wealth Management
Virginia
$19K