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