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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.

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 %
AEPWM
601
Atlantic Edge Private Wealth Management
Florida
$17.2K
GWANC
602
Guardian Wealth Advisors (North Carolina)
North Carolina
$16.3K -$38.1K -1,551 -70%
CAL
603
Capital Advisors Ltd
Ohio
$16K
AAG
604
Armstrong Advisory Group
Massachusetts
$15.2K
RP
605
Rice Partnership
Hawaii
$15.2K
PK
606
Pflug Koory
Nebraska
$14.7K
IRC
607
Investors Research Corp
Georgia
$14.5K
OA
608
Operose Advisors
Wisconsin
$14.3K -$132K -5,385 -90%
BTI
609
Blue Trust Inc
Georgia
$14.3K -$96.1K -3,918 -87%
RF
610
Rossby Financial
Florida
$13.7K
CMP
611
Coston McIsaac & Partners
Maine
$13K
FFA
612
Frazier Financial Advisors
Ohio
$12.3K +$12.3K +501 New
FGC
613
Financial Gravity Companies
Texas
$12K +$12K +490 New
BCMLT
614
Beacon Capital Management LLC (Tennessee)
Tennessee
$12K
SWP
615
Strategic Wealth Partners
Ohio
$10.8K +$10.8K +441 New
CFS
616
CGC Financial Services
Oregon
$10.6K
GWSG
617
GPS Wealth Strategies Group
Colorado
$10.5K
CTC
618
Central Trust Company
Missouri
$10.3K +$1.69K +69 +20%
TCM
619
TD Capital Management
Tennessee
$10.2K +$49 +2 +0.5%
PPA
620
Painted Porch Advisors
California
$9.35K
HPIA
621
Hamilton Point Investment Advisors
North Carolina
$8.54K
GWS
622
Greykasell Wealth Strategies
California
$8.03K
MMCM
623
Murphy & Mullick Capital Management
New York
$7.71K
EWA
624
EverSource Wealth Advisors
Alabama
$7.36K -$1.1K -45 -13%
AWM
625
Accredited Wealth Management
Kentucky
$7.36K