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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
WWM
651
Wolff Wiese Magana
California
$1.92K
IWP
652
IAG Wealth Partners
Wisconsin
$1.91K
AAP
653
Arax Advisory Partners
Colorado
$1.61K
FLFS
654
Family Legacy Financial Solutions
North Carolina
$1.39K
BF
655
BOK Financial
Oklahoma
$1.32K
PFBT
656
Parkside Financial Bank & Trust
Missouri
$1.26K
CPBTD
657
Central Pacific Bank - Trust Division
Hawaii
$1.03K
KFP
658
Keener Financial Planning
Texas
$1K
WWM
659
Wagner Wealth Management
South Carolina
$772
LFA
660
LGT Financial Advisors
Texas
$417
AI
661
Arvest Investments
Arkansas
$368
BL
662
BFSG LLC
California
$295
AA
663
ALPS Advisors
Colorado
MNA
664
Manning & Napier Advisors
New York
SNWA
665
Siligmueller & Norvid Wealth Advisors
Illinois
PA
666
PFG Advisors
Arizona
TC
667
TownSquare Capital
Utah
CWC
668
Carolinas Wealth Consulting
North Carolina
FIA
669
Foundations Investment Advisors
Arizona
FCI
670
Financial Counselors Inc
Kansas
SWM
671
SeaCrest Wealth Management
New York
CFG
672
Certior Financial Group
Pennsylvania
GM
673
GeoWealth Management
Illinois
UCFA
674
United Capital Financial Advisors
Texas
CPA
675
Capital Performance Advisors
California