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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
AIM
601
Anchor Investment Management
South Carolina
$19.4K
HWM
602
Hemington Wealth Management
Virginia
$19K
MM
603
Main Management
California
$18K
AEPWM
604
Atlantic Edge Private Wealth Management
Florida
$17.2K
GWANC
605
Guardian Wealth Advisors (North Carolina)
North Carolina
$16.3K
CAL
606
Capital Advisors Ltd
Ohio
$16K
SWIM
607
Smallwood Wealth Investment Management
New Jersey
$15.8K
AAG
608
Armstrong Advisory Group
Massachusetts
$15.2K
RP
609
Rice Partnership
Hawaii
$15.2K
PK
610
Pflug Koory
Nebraska
$14.7K
IRC
611
Investors Research Corp
Georgia
$14.5K
OA
612
Operose Advisors
Wisconsin
$14.3K
BTI
613
Blue Trust Inc
Georgia
$14.3K
RF
614
Rossby Financial
Florida
$13.7K
CMP
615
Coston McIsaac & Partners
Maine
$13K
FFA
616
Frazier Financial Advisors
Ohio
$12.3K
FGC
617
Financial Gravity Companies
Texas
$12K
BCMLT
618
Beacon Capital Management LLC (Tennessee)
Tennessee
$12K
SWP
619
Strategic Wealth Partners
Ohio
$10.8K
CFS
620
CGC Financial Services
Oregon
$10.6K
GWSG
621
GPS Wealth Strategies Group
Colorado
$10.5K
CTC
622
Central Trust Company
Missouri
$10.3K
TCM
623
TD Capital Management
Tennessee
$10.2K
PPA
624
Painted Porch Advisors
California
$9.35K
HPIA
625
Hamilton Point Investment Advisors
North Carolina
$8.54K