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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
MM
601
Main Management
California
$18K
AEPWM
602
Atlantic Edge Private Wealth Management
Florida
$17.2K
GWANC
603
Guardian Wealth Advisors (North Carolina)
North Carolina
$16.3K
CAL
604
Capital Advisors Ltd
Ohio
$16K
SWIM
605
Smallwood Wealth Investment Management
New Jersey
$15.8K
AAG
606
Armstrong Advisory Group
Massachusetts
$15.2K
RP
607
Rice Partnership
Hawaii
$15.2K
PK
608
Pflug Koory
Nebraska
$14.7K
IRC
609
Investors Research Corp
Georgia
$14.5K
OA
610
Operose Advisors
Wisconsin
$14.3K
BTI
611
Blue Trust Inc
Georgia
$14.3K
RF
612
Rossby Financial
Florida
$13.7K
CMP
613
Coston McIsaac & Partners
Maine
$13K
FFA
614
Frazier Financial Advisors
Ohio
$12.3K
FGC
615
Financial Gravity Companies
Texas
$12K
BCMLT
616
Beacon Capital Management LLC (Tennessee)
Tennessee
$12K
SWP
617
Strategic Wealth Partners
Ohio
$10.8K
CFS
618
CGC Financial Services
Oregon
$10.6K
GWSG
619
GPS Wealth Strategies Group
Colorado
$10.5K
CTC
620
Central Trust Company
Missouri
$10.3K
TCM
621
TD Capital Management
Tennessee
$10.2K
PPA
622
Painted Porch Advisors
California
$9.35K
HPIA
623
Hamilton Point Investment Advisors
North Carolina
$8.54K
GWS
624
Greykasell Wealth Strategies
California
$8.03K
MMCM
625
Murphy & Mullick Capital Management
New York
$7.71K