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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
GWS
626
Greykasell Wealth Strategies
California
$8.03K
MMCM
627
Murphy & Mullick Capital Management
New York
$7.71K
EWA
628
EverSource Wealth Advisors
Alabama
$7.36K
AWM
629
Accredited Wealth Management
Kentucky
$7.36K
HCM
630
Hollencrest Capital Management
California
$6.99K
SC
631
Solstein Capital
California
$6.85K
DAM
632
Delta Asset Management
Tennessee
$6.63K
BI
633
Binnacle Investments
Iowa
$6.55K
WIM
634
Westside Investment Management
California
$5.84K
RCM
635
Richardson Capital Management
Wisconsin
$5.22K
TIM
636
Total Investment Management
Arizona
$5.01K
MFT
637
Moisand Fitzgerald Tamayo
Florida
$4.64K
WOSD
638
WFA of San Diego
California
$4.2K
FFA
639
Founders Financial Alliance
North Carolina
$3.98K
FMP
640
Financial Management Professionals
Texas
$3.53K
GIA
641
GHP Investment Advisors
Colorado
$3.39K
AF
642
Alerus Financial
North Dakota
$3.09K
CI
643
CX Institutional
Indiana
$3K
QWM
644
Quaker Wealth Management
New Jersey
$2.87K
FWM
645
FSA Wealth Management
Massachusetts
$2.85K
ACA
646
Atlas Capital Advisors
Wyoming
$2.8K
GSWM
647
Golden State Wealth Management
California
$2.28K
AWM
648
Activest Wealth Management
Florida
$2.15K
PIP
649
Peachtree Investment Partners
Florida
$2.13K
AW
650
Avion Wealth
Texas
$2K