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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.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
+27
Holders Change %
+4.29%
% of All Funds
8.81%
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 %
BF
651
BOK Financial
Oklahoma
$1.33K -$8.54K -348 -87%
PFBT
652
Parkside Financial Bank & Trust
Missouri
$1.26K
CPBTD
653
Central Pacific Bank - Trust Division
Hawaii
$1.03K
KFP
654
Keener Financial Planning
Texas
$1K
WWM
655
Wagner Wealth Management
South Carolina
$772 -$20.1K -809 -96%
LFA
656
LGT Financial Advisors
Texas
$417
AI
657
Arvest Investments
Arkansas
$368
BL
658
BFSG LLC
California
$295
AA
659
ALPS Advisors
Colorado
-$32.7M -1,385,646 Closed
MNA
660
Manning & Napier Advisors
New York
-$10.3M -438,218 Closed
SNWA
661
Siligmueller & Norvid Wealth Advisors
Illinois
-$3.55M -150,559 Closed
PA
662
PFG Advisors
Arizona
-$2.13M -90,079 Closed
TC
663
TownSquare Capital
Utah
-$881K -37,326 Closed
CWC
664
Carolinas Wealth Consulting
North Carolina
-$504K -21,345 Closed
FIA
665
Foundations Investment Advisors
Arizona
-$431K -18,248 Closed
FCI
666
Financial Counselors Inc
Kansas
-$414K -17,535 Closed
SWM
667
SeaCrest Wealth Management
New York
-$320K -13,548 Closed
CFG
668
Certior Financial Group
Pennsylvania
-$312K -13,207 Closed
GM
669
GeoWealth Management
Illinois
-$304K -12,882 Closed
UCFA
670
United Capital Financial Advisors
Texas
-$293K -12,402 Closed
CPA
671
Capital Performance Advisors
California
-$286K -12,097 Closed
FWTB
672
First Western Trust Bank
Colorado
-$278K -11,794 Closed
TSS
673
Two Sigma Securities
New York
-$278K -11,770 Closed
BWA
674
Bordeaux Wealth Advisors
California
-$276K -11,690 Closed
PCMN
675
Paradigm Capital Management (Nevada)
Nevada
-$274K -11,595 Closed