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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
EWA
626
EverSource Wealth Advisors
Alabama
$7.36K
AWM
627
Accredited Wealth Management
Kentucky
$7.36K
HCM
628
Hollencrest Capital Management
California
$6.99K
SC
629
Solstein Capital
California
$6.85K
DAM
630
Delta Asset Management
Tennessee
$6.63K
BI
631
Binnacle Investments
Iowa
$6.55K
WIM
632
Westside Investment Management
California
$5.84K
RCM
633
Richardson Capital Management
Wisconsin
$5.22K
TIM
634
Total Investment Management
Arizona
$5.01K
MFT
635
Moisand Fitzgerald Tamayo
Florida
$4.64K
WOSD
636
WFA of San Diego
California
$4.2K
FFA
637
Founders Financial Alliance
North Carolina
$3.98K
FMP
638
Financial Management Professionals
Texas
$3.53K
GIA
639
GHP Investment Advisors
Colorado
$3.39K
AF
640
Alerus Financial
North Dakota
$3.09K
CI
641
CX Institutional
Indiana
$3K
QWM
642
Quaker Wealth Management
New Jersey
$2.87K
FWM
643
FSA Wealth Management
Massachusetts
$2.85K
ACA
644
Atlas Capital Advisors
Wyoming
$2.8K
GSWM
645
Golden State Wealth Management
California
$2.28K
AWM
646
Activest Wealth Management
Florida
$2.15K
PIP
647
Peachtree Investment Partners
Florida
$2.13K
AW
648
Avion Wealth
Texas
$2K
WWM
649
Wolff Wiese Magana
California
$1.92K
IWP
650
IAG Wealth Partners
Wisconsin
$1.91K